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Free Financial Planning Workshops to help get you on track

Jul 31, 2015 | General | 1 comment

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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. 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 workshops in Cape Town on the 8th and 10th of September.

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

On Tuesday 8 September there will be two workshops (Southern and Northern suburbs), hosted by Gavin van Dyk (Fiscal Private Clients) and Paul Rossouw (Old Mutual). These workshops will offer 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 for a question and answer session.

Click here for the 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, 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.

On Thursday 10 September Craig Torr of Crue Consulting will 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.

Click here for the invite to Southern Suburbs

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.



1 Comment

  1. Andre Du Toit

    Fantastic! I am going with my son. Just what the young talented future working force (and sleeping economy) of this beautiful country of ours need…trustworthy financial guidance by competent and experienced financial planners who has integrity (and not biased motives).


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