Make a difference
Provide pro bono consultations
When: 12 December 2018
Where: Between Brandwag and Roux Roads, Worcester, 6880
Time: 8h00 – 15h00
Participants: 13 people signed up to have a conversation with a financial planner
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Topics that your one-on-one consultation could include:
Spending plan (Budget)
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Planning for education costs
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Debt management
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Buying a property
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Setting financial goals
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Savings and investments
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Retirement planning
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Understanding your payslip
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Short-term insurance
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Long-term insurance
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Retirement fund benefit statements – beneficiaries and nominees
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Preserving retirement fund benefits
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