Financial Planning
 
Financial Planner South Africa
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Financial planning Financial planners are skilled at forecasting the future and presenting strategies to you to assist you in making proper financial decisions.
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Review Financial Planning
Financial planning Life goals change almost as often as the weather. We regularly meet with you to review your goals and financial plans.
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Ebooks

    Purchase Ebooks

    Ten Things You Must Know About Unit Trusts to Protect Your Wealth - FREE

    Market conditions are tough. Investors watch with dismay as carefully built up investments lose value day after day. We’ve identified 10 questions which Northwood clients most frequently ask Nico Kleynhans CFP® about their unit trusts. Nico will share with you answers to these questions – information that he normally only shares with clients. He will also pass on some of the wisdom he has gained from 25 years of research and managing portfolios. Simply send us your email address and within a minute we will send you our valuable information.

     

    Twenty Things You Need to Know About Debt Management

    This e-book will help you find solutions to debt challenges. It takes a lifetime to learn how to get into debt. You may need help breaking the habits that got you here. The book is written from a South African perspective applying the laws of this land.

    Some section headings are:

    • Your Relationship With Money 
    • Learning From Our parents
    • What is Good debt?
    • Using a Debt Counsellor
    • Stumbling Blocks to Budgetting
    • Increasing Your Income
    • Breaking the Chains of Debt
     

    Twenty Things You Should Know About Personal Financial Management - Available (Mid March 2009)

    Are you ready to unravel the complexities of Personal Finance but not sure whether financial coaching will work for you? Do you walk away from every annual review carrying a new policy under your arm?  This book will empower you.

     Some section headings are:

    • How to Avoid Financial Planners Who Want to Sell You Another Plan
    • Goal Setting
    • Emergency Savings
    • Hedge Funds
    • Unit Trusts
    • Risk Cover
    • Family Trusts
    • Last Will and Testament

    The author NICO KLEYNHANS is a Certified Financial Planner®. The ideas in this book are an accumulation of hundreds of client interviews, thousands of hours of research for his MBA, and of course, a lifetime of discovering how easy it is to screw up finances.

    These books are not designed to replace your Financial Planner. Always take professional advice before making major financial decisions 

     
     
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