The Financial Coach logo nameTFC_LOGO_600px.png

  • Home
  • About
    • people
    • emotions
    • money
  • Blog
  • TFC Foundation
  • Contact
The Financial Coach logo nameTFC_LOGO_600px.png

Homefinancial advice

Posts tagged: financial advice

gilded cage

A gilded cage is not the answer, Liberty and Discovery

August 26, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

I remember, just after 9/11, listening to Clem Sunter speak about the choices that America had in response to the events that had just unfolded. Essentially, they had two choices, and the choice they made would define their future. The choices w

Read More
0
inertia

Your greatest financial risk is not financial; it is physics!

July 21, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

Over the years as we have chatted to clients about financial planning we have settled down to the “big 5” risks that everyone faces and the resulting financial (and emotional) risks that they present to the person and their family. Simply put, these

Read More
0
value-advice cropped

The value of advice?

June 1, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

Much has been written about the value of financial advice. There are many people who believe that financial planners offer little value for the fees charged while there are others who believe that the value financial planners add is very significant.

Read More
0
deception

Deceivery Life

April 1, 2015
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

I just received an invitation to the Discovery Life financial planning summit…on opening the invitation I noticed a few things: The invite is for a financial planning summit The agenda is dominated by sales techniques – sure there are some othe

Read More
0

The Financial Coach

Managing people and their emotions around money since 2000.

The Financial Coach CC is an authorised financial services provider

(FSP: 7584)

Additional Links:

Complaints Management

Complaints Procedure

Conflict of Interest Management

TCF Policy

PAIA Manual

POPIA Manual

+ 27 21 300 3888

bruce@thefinancialcoach.co.za

12 Schoenstatt Avenue, Constantia

Copyright © 2024 The Financial Coach All Rights Reserved.

Created by Liseli J Branding House.

Shopping Basket
Investment Planning

•Asset Allocation Strategy
•Investment Research and Selection
•Local and Offshore Investing
•Tax Efficient Planning

Retirement Planning
  • Assess Retirement Needs

  • Provide tailored retirement strategies
  • Focus on planning and financial management
  • Ongoing support throughout retirement
Financial Planning
  • Goal setting
  • Budgeting
  • Risk Management
  • Investment Strategy
  • Ongoing Review and Adjustment