Free: FNA

Hi Guys

Its come to my attention that many People dont have Legal Wills in Place or it hasnt been updated,
also your Financial Advisor Hasnt visited you in years, Resulting in your Risk and Investment Portflio not being updated

Guys im coming to Jhb within the next 2 weeks to visit a few clients
All im suggesting is an appointment to Do a Financial Needs Ananlysis on you and offer an objective point of view on what you do have in place as well as to tell if its structured correctly

Just as you would look at a second opinion on what a Doctor tells you, Its wise to do the same when Planning Fiancially
Im not looking to compromise what you do have , or any relationship you may have with your Adviser, Is absolutely confidential and your under no obligation

The Company I represent is National We work out of Offices in JHB
Cape Town And Durban, so we are not tied down to a specifc area
you will see me every 10-12 months or whenever you need

We are a the Biggest Liberty Franchise, number 1 for the past 13 years
Our Approach is long term and clients needs based

No Call center nonsense, I take care of everything, even @ claim stage

Im offering complete financial planning

Short Term Insurance
Wills, Trust
Financial Advisory
Business Assurance
Corporate Advisory
Investments
Bond Origination
Asset Finance And Protection
and More

I could go on and on,,,,But its iether your serious about protecting your self and your family or your not

One Appointment....listen to what have to say....it could insure your survival

Just sms or pm me , ill call you to setup

0833039449

I welcome any questions on this tread and critism, It would be good
to address some of your concerns,

What happened to selling cars??

How much of my budget can you free up for my SX addiction??

cars was great,,, but im loving Finanical advisory, I really wish i had started in the industry, Not because of the money

but for me it really is job satisfaction, Its relating to someone on a more personal level than any other industry.....

Gary you are actaully my target clients, people who Are
archivers , yet arent secured for retirement....im willing to bet that
all you have is probally company Provident fund/ Pension fund
and maybe a small RA.......

Let me ask you this, do you really want to work till you 65

not me bro...ill be retiring @ 55 to world travel....With proper Planning
you can retire wealthier than your working life

The reason im selling one of my cars is to invest that capital for my retirement,,,

Kudos to you though,, you have a house...still a good investment,,,
what about saving for your wedding, baby costs, education cost

its scary out there, im actaully holding out on kids, to bolster my retirement first,,,,

as for the Sx Addiction its not a wise investment, But its an investment in your happiness,,,,, and thats important....without happiness, it make resoning to work and live hard

So spend money on your self...but moderate it....Make sure that everything else doesnt fall apart

RBSX wrote:

cars was great,,, but im loving Finanical advisory...

Yes... so that you can tell us how to spend money on our SX's... hehehe 😉 😉

Hi guy. I'm interested in a policy or policies that would pay out after 5, 10 and 20yrs for my kids education. Is there something like that? Ps. I don't have any kids, not that I know off...anyways costs of a good education is a costly affair and I wanna be prepared. I'm also a financial advisor, but short term. Pls pm me your addy. I wanna do some research and get my questions in order before we speak. Shotalot.

Gary you are actaully my target clients, people who Are
archivers , yet arent secured for retirement....im willing to bet that
all you have is probally company Provident fund/ Pension fund
and maybe a small RA.......

Let me ask you this, do you really want to work till you 65

not me bro...ill be retiring @ 55 to world travel....With proper Planning
you can retire wealthier than your working life

The reason im selling one of my cars is to invest that capital for my retirement,,,

hehe, why would I be a target 😕 ?? Na my finances are pretty sorted hey but you can come have a talk to me, any advice is better than no advice, I like listening to many peoples advice and then use what I want.

I have a house already and should be in line to buy another one in 2-3 years... My retirement will be property.

But yeah come chat with me...

Just to add, PLEASE dont try sell me anything, give me your advice but thats it nothing more.

Hey do you do life insurance??

PM Sent Drillegy , Education policys are a must if you dont want to end up sending your child to a dump of a school,,,,,,, But Priavte education can cost more than your bond per month....its scary,,,hence my personal waiting period before i have kids......

Life insurance ? Yes I do

Gary My advice is my Intellectual property, its wat i earn my food on
Id love to come chat and share with you, but by law i can only make suggestions based on facts. i will need to see exactly what you have and what your plans are, If you value something I prepose doing, then all i ask
is that you put it in place with me and not somebody else, Coz i did the work,

This process doesnt cost you a cent, Our commision is regulated by law
and built into the packages we offer

Gary you shouldnt bolster all your retirement plans on Property, You need to diversify, There are investment portfolios that have returned 29% over the last 25 years ..averaged...

Also to you know the tax implications...?

Ill call you to setup an appointment

There are investment portfolios that have returned 29% over the last 25 years ..averaged...

I hope that is 29%pa and not for the whole 25 years...

Gary57 wrote:

There are investment portfolios that have returned 29% over the last 25 years ..averaged...

I hope that is 29%pa and not for the whole 25 years...

lol

yep
29% pa..... averaged over 25years
even though its performing badly now,,, now the time to buy in
coz when the turnaround comes,,its gona perform

I have quite abit invested with them

Call me.

proven track record
and they are one of the top fund administrators

check them out

but bearing in mind its long term, I would look at 15/30 year investment

the turn around is coming

This Morning telkom Shares opened at R55..XX

I bought Them at 55.95 its already at R61.50

a client of mine bought R30 000 worth when i called him and told him its a
good investment

He made just over R3000

im confident it will go back up to +- R100 very quickly

Coronatio top twenty fund

seems to be another good fund, strong long tem performance

Telkom shares went down today,,,,but the will be buying Mweb africa
good future potential