“Helping you be and stay a confident investor”

 

It’s possible. Allow me to show you how. In 4 steps…

MY SERVICES

My focus is long-term investing

5 years and longer:

 

You are eager to invest a lump sum because you:

  • Want to boost your retirement savings
  • Changed or are changing jobs and want to re-invest your provident or pension fund monies
  • Received an inheritance
  • Sold a business
  • Recently divorced or are divorcing and want to invest your settlement monies
  • Have cash in a bank account which you want to invest

 

OR

You are eager to invest per month because you:

  • Want to boost your retirement savings
  • For a special goal

Introducing Return on Life™

  • Long-term investing focuses on Return of Investment.
  • But your life happens right now.
  • Therefore I challenge you to strive for and do more.
  • To get the best possible Return on Life™ with the money you have.
  • That should be the ultimate goal of your money – shouldn’t it?
  • We’ll discuss 10 facets of life on which your money has an impact.
  • Use the Return on Life™ worksheet to gauge your success.
  • Then you decide how you want to invest your time and money to get the most life with the money you have.

Retirement coaching

For existing clients:

  • We face a different retirement reality than previous generations.
  • Therefore we need to have a different conversation:
    • The old one is mainly about money;
    • The new one focuses on your goals, time and money.
  • Your goals are crucial. Why? Because you have to retire to something, not from something.
  • The new approach combines health, wealth, work and leisure.
  • We’ll use specially designed worksheets. It helps you envision how your retirement will play out.
  • Aim for the best retirement:
    • Enough purpose to wake up in the morning; and
    • Enough money to sleep at night.

Additional Services

For existing clients:

  • Financial needs analysis
  • Life, Disability, Critical illness cover
  • Income protection
  • Wills

IDEAL CLIENT

Ideal client

You know you’re a good fit if you…

 

  • and I like and trust each other.
  • are willing and excited to share your unique story with me.
  • have a positive outlook on life.
  • are eager to learn and take action.
  • are ready to make financial changes.
  • are comfortable with the internet (Appear.in, Calendly, email).
  • are comfortable with my investment philosophy and process.
  • are serious about long-term investing.

You’re not a good fit if you…

 

  • accept life for granted.
  • are self-entitled.
  • are rude to or look down upon people.
  • believe in shortcuts to getting rich.
  • fixate on finding the next hot fund.
  • are more interested in accumulating stuff than experiences.
  • want feedback or look at your investment’s value every day.
  • are a Do-It-Yourself (DIY) investor.

PRODUCT RANGE

Product range

Unit Trusts

  • R 20 000 single lump sum minimum
  • R 1 000 debit order per month minimum

 

Retirement Annuities

  • R 20 000 single lump sum minimum
  • R 1 000 debit order per month minimum

 

Provident Preservation Funds

  • R 50 000 single lump sum minimum

 

Pension Preservation Funds

  • R 50 000 single lump sum minimum

Living Annuities

  • R 500 000 single lump sum minimum

 

Tax-free Investment Accounts

  • R 1 000 debit order per month minimum

 

Endowments

  • R 100 000 single lump sum minimum
  • R 5 000 debit order per month minimum

 

Long-term Insurance

MY FEES

Investments

I am flexible towards fees and prefer to co-create fees with my clients.
You have options. Below are my guidelines.
For financial advice and services:

Initial fees:

1st option:

  • you and I agree on a fee;
  • deducted as a percentage from your investment.

2nd option:

  • you and I agree on a fee;
  • I invoice you;
  • you pay Accredinet before the investment is made.

All fees exclude VAT

Annual fees:

  • 0.7% or 0.5% or 0.25% or 0% of your fund’s value
  • Deducted from your investment per month.

All fees exclude VAT

Long-term insurance

I am flexible towards fees and prefer to co-create fees with my clients.
You have options. Below are my guidelines:

 

1st option:

  • initial and second year commission and on-going commission

2nd option:

  • you and I agree on a fee;
  • I invoice you;
  • you pay Accredinet before application;
  • no on-going commission.

All fees exclude VAT

Other services

I am flexible towards fees and prefer to co-create fees with my clients. Below are my guidelines:

 

  • you and I agree on a fee based on R 1500 per hour;
  • I invoice you;
  • you pay Accredinet.

All fees exclude VAT

If you’re a serious long-term investor, get in touch, give it a go…
Schedule your free, 30 minutes, no-obligation meeting to discuss your needs
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