Our services

We offer a range of training courses, as well as strategic business and financial consulting.

Financial Independence Training

 

The aim of this course is to give attendees an overview of what is needed to work towards financial independence. It is about understanding the financial options and their impacts and equipping attendees to make informed decisions when they engage with financial products. It does not recommend or sell specific products but rather gives attendees the knowledge to empower them to make informed decisions around financial independence with financial advisors/practitioners.

Introduction to South African Tax

 

The purpose of this course is to give attendees an overview of South African Tax and what potential tax savings are legally attainable. Attendees will also be taught how to register for e-filing and how to navigate the e-filing site.

Introduction to asset classes

 

The purpose of this course is to give attendees an overview of the various asset classes one can invest in. It demystifies financial jargon and make understanding money easy. It covers:

Asset classes:

  • Cash

  • Bonds / Fixed Income securities

  • Property – listed and physical

  • Equities / Shares

  • Other – commodities, derivatives, bitcoin, artwork, classic cars etc

Investment strategies: – active vs passive

Investment analysis – fundamental vs technical

How to set up a budget

 

Setting a budget is the starting point of any personal financial management. This course helps attendees learn how to budget by explaining the basics of calculating income and expenses. Attendees will receive a budgeting template.

Life skills for young adults

 

This course gives young adults an overview of some essential life skills that are required to live independently. This includes:

  • how to work towards becoming financially independent
  • understanding different personality types and how to deal with them
  • understanding generational segments and how to deal with them
  • negotiation skills
  • importance of current affairs
  • interview preparation

One on one engagements

 

Contact us with your bespoke training or consulting requirements and we will endeavour to assist you.