Whether you’re taking your first step on the corporate ladder, a labourer in the workforce or a CEO of a large corporation – when it comes to managing your finances and debt, and ensuring you have the right financial habits, everyone can do with some guidance and advice. So says Barry O’Mahony, founder of Veritas Wealth. O’Mahony adds: “We all need to look at breaking debt cycles and developing good savings habits.
As part of Financial Planning Week, in conjunction with the Financial Planning Institute of Southern Africa, Veritas Wealth, along with other financial planning practices, will be hosting free workshops in Cape Town on the 7th and 8th of September.

Assisting young professionals on the right financial path

On Wednesday 7 and Thursday 8 September there will be workshops offering valuable financial guidance to 20 to 35-year-olds on ‘Getting You on the Right Track’. There will be a number of CERTIFIED FINANCIAL PLANNER® professionals present at the workshops to answer any questions and provide further guidance. These two workshops, taking place in the Cape Town CBD and the Northern Suburbs respectively, are being hosted by Craig Torr of Crue Consulting and Danie Louw of Veritas Wealth.

“Your 20’s are the time when you should be developing good financial and savings habits that will set you up for life, but with the minefield of materialistic temptations young adults face daily, those early years of ‘delayed gratification’ often pass them by,” says O’Mahony. “If you don’t practice good financial habits from the beginning, you may easily find yourself caught in a debt trap or no savings situation by the time you reach 50.”

Guidance for domestic workers and gardeners
On Thursday 8 September Craig Torr will also be presenting a workshop which is specifically geared toward domestic workers and gardeners. Here Torr will talk about struggling with debt and loan sharks, getting by on your salary and developing good financial habits.

In Torr’s experience, people in the lower income sector like domestic workers and gardeners are easy prey for creditors. These people often face a barrage of consumerism and are also often supporting extended families. With modest incomes and no form of financial planning, it can prove extremely challenging for them to get ahead.

“The workshop offered to domestic workers and gardeners is also of particular value to their employers who can greatly assist their employees in navigating their way through effective financial planning and in forming good financial habits. With this in mind we urge employers to also stay and attend this workshop with their staff,” says O’Mahony.

Financial Planning Week is a national initiative of the Financial Planning Institute of Southern Africa, during which CERTIFIED FINANCIAL PLANNER® professionals give of their time to help set South Africans on the right financial path.

Workshop details

Getting you on the right track

There will be two workshops, one in Cape Town CBD and one in the Northern Surburbs, tailored specifically for people between the ages of 20 – 35 years and will allow attendees the opportunity to discuss their specific needs with a CERTIFIED FINANCIAL PLANNER® professional. Entrance is free and snacks will be provided.


Wednesday 07 September – Getting you on the right track

Venue: Allan Gray Auditorium, 1 Silo Square, V&A Waterfront
Time: 6-7pm
Host: Craig Torr CERTIFIED FINANCIAL PLANNER® professional
Entrance is free – Click here for invite

Thursday 08 September – Getting you on the right track
Venue: Encore Restaurant & Conference Centre
Rothschild Boulevard, Tygerberg Campus, Panorama
Time: 6-7pm
Host: Danie Louw (CERTIFIED FINANCIAL PLANNER® professional)
Entrance is free – Click here for invite

Budgeting, Cost of debt, How to save efficiently
The third workshop has been tailored specifically for people working as domestic workers and/or gardeners and will allow them the opportunity to discuss their specific needs with a CERTIFIED FINANCIAL PLANNER® professional. Entrance is free and snacks will be provided.

“Employers will also benefit by attending this workshop. It gives insight into how culture affects spending habits and allows employers the ability to assist their employee(s) in navigating their way through effective financial planning and in forming good financial habits. With this in mind we urge employers to also stay and attend this workshop.” Click here for the invite.

Thursday 08 September
Venue: Claremont Hall, 231 Main Road, Claremont, Cnr Wilderness & Bath Road
Time: 4pm – 5pm
Host: Craig Torr CERTIFIED FINANCIAL PLANNER® professional

For more information and to reserve a spot at the workshop contact Nicola on 021 671 0799 or e-mail .

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