- There are no upcoming events.
- There are no upcoming events.
Latest Past Events
Climb the Ladder
WebinarClimb the Ladder is a presentation in the Financially Fit Series for clients between the ages of 19 and 30 years of age.
In a one hour session we will look at how to manage mounting debts like bonds, cars and the spiralling cost of education. We unpack investing to match your current and future needs as well as risk benefits to ensure that your family will be looked after now and into the future.
The Next Adventure
WebinarThe Next Adventure is a presentation in the Financially Fit Series for clients who are between the ages of 55 and 65 years of age.
This presentation looks at comparing various types of annuities; income sustainability in relation to your retirement living expenses; focusing on your health and budgeting for a comprehensive medical aid.
The event will be broadcast as a webinar.
I Made It
WebinarI Made It is a presentation in the Financially Fit Series that is offered to Pension and Provident Fund members who are between the ages of 45 and 60 years of age.
When you have achieved the peak in your career with all the accomplishments, rewards and recognition of settling some debt; the children are starting to move on and make their own way in life, it’s once again time to do a health check on your financial fitness. Consolidating assets, paying the last of educational /university fees and looking toward additional retirement savings are all important aspects of this presentation.