Every financial decision is a trade-off between today’s wants and tomorrow’s needs, says Jason Appel, financial planning specialist at Chartered Wealth Solutions.
Finding a balance that supports your loved ones while securing your financial future is possible.
Financial maturity means understanding the value of money, making informed decisions and feeling comfortable with financial responsibilities, says Stephanie Ferreira, financial planning specialist at Chartered Wealth Solutions.
As is the reality for many South Africans, many of our clients have children or heirs living abroad.
To make an informed decision, you need a clear idea of the appliances that need to be powered by the solar system before requesting quotes, says Jason Appel, financial planning specialist at Chartered Wealth Solutions.
A recurring theme is the way women often prioritise their families’ financial needs above their own, says Tiffany Havinga, financial planning specialist at Chartered Wealth Solutions.