The Financial Coach

MANAGING PEOPLE AND THEIR EMOTIONS AROUND MONEY

Just a thumb-suck!

I guess there are times in life when a “thumb-suck” might be an appropriate answer but filling in an application for insurance is not one of them. Had 2 interesting cases recently which again highlight the importance of full disclosure when applying for any form of insurance. The first one emerged when we were reviewing …

0 Mar 18, 2011
Featured[…]
Read more

A total rant!

I need to get this off my chest (again)…been fighting with 3 of the bigger insurance companies re the level of disclosure on their products with respect to fees and more specifically the performance on their portfolios… Suffice to say it is a futile exercise – it appears that even in this highly regulated environment …

0 May 11, 2010
Financial Education[…]
Read more

12 Schoenstatt Avenue, Constantia, Cape Town, 7806

cath@thefinancialcoach.co.za

021 300 3888

©  2023 . Built using WordPress and the Materialis Theme