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Common mistakes and misconceptions

Common mistakes and misconceptions


Yes, admittedly the assurance and investment sector had some dodgy people in it, leaving a sense of distrust towards brokers and FAs, but since the FAIS Act (Financial Adviser and Intermediary Services Act) in 2002, there are so many regulations and stipulations in place protecting YOU, that there is no room for error or misdirection. YOU ARE NOW SAFE!!!
Also, I know that some people believe that you either need a lot of money in order to have a FA (Financial Adviser) or that it will cost you a lot...these are the very reason I didn't sit down with one 4 years ago...but I can gladly say that NEITHER ARE TRUE.

A number of my clients don't have very much (YET) but yet they have committed to changing that. They have committed to getting out of debt and to investing in their financial health.

Now, unlike Doctors, Personal Trainers, Mechanics, Lawyers, etc, a Financial Adviser will not charge you for his time.

Your personal FA should meet with you regularly, give free advice, be mindful of YOUR needs and do everything in their power to meet your needs in the most beneficial manner.

There are only 2 people who truly want to make you money, to see your wealth grow and to see you and your nearest and dearest looked after... YOU and your personal FA.
If you have any questions or would like to find out more, please feel free to get in touch or leave a message on this blog. Your information and details will be treated with the utmost discretion and handled by me personally.

An hour with me will quite possibly be the turning point towards bigger and better things.

113 Loop Street
3rd Floor
Cape Town City Bowl

Tel: +27 (0)83 280-3202

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