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Free Financial Planning Workshops are a Good Investment

Aug 5, 2014 | General | 0 comments

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Free Financial Workshops

No matter where you fit into the South African job market – whether you’re taking your first step on the corporate ladder, a labourer in the workforce or a CEO of a large corporate – when it comes to offers of credit, everyone is a target. So says Barry O’Mahony, founder of Veritas Wealth and South Africa’s 2013 Financial Planner of the Year. O’Mahony adds: “We all need to look at breaking debt cycles and developing good savings habits.”

In this light, this year, advisers around the Western Cape will be hosting four free financial planning workshops in the week commencing 25 August, as part of Financial Planning Week in conjunction with the Financial Planning Institute of Southern Africa.


Workshop 1: ‘Getting You on the Right Track’ – for ages 20-35 year olds.

Ian Beere of Netto’s, Paul Rossouw and Hennie van Zyl of Old Mutual will offer valuable financial guidance to 20 to 35-year-olds on ‘Getting You on the Right Track’. Covered in his workshop will be issues like; What is the Smartest Way to Buy a Car, When to Jump On the Property Ladder, and Being on the Right Side of Compound Interest.

Some of these might be familiar to older adults, who may have learned some of these lessons the hard way, and can recognise how helpful this type of advice could be to their children and grandchildren, who are in this age group.

Click here for invite to V&A Waterfront and click here for invite to  Northern Suburbs.


Workshop 2: Specifically tailored to the lower income sector, such as a domestic worker or gardener.

In Financial Planner Craig Torr’s experience, another group that is easy prey for creditors are people in the lower income sector like domestic workers and gardeners, who in addition to facing a barrage of consumerism are often supporting extended families. “With modest incomes and no form of financial planning, it’s virtually impossible for them to get ahead,” says Torr.

Fluent in English, Xhosa and Afrikaans, Craig Torr of Crue Consulting will give a workshop specifically geared toward this audience. Torr will talk about the dark side of credit, and give accessible advice about Budgeting, Cost of Debt and Saving Efficiently. Financial consultants will be on hand after the presentation for one-on-one discussions.

Click here for invite to Southern Suburbs and click for invite to Parow.


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.



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