Our Clients past and present

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Invest In Yourself - Water Research Commission Client
Invest In Yourself - Tourvest
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Our Services

Financial Wellness means having control over your day-to-day finances, being able to absorb a financial crisis and being on track towards reaching your financial goals. This training course teaches you how to manage and structure your finances to ensure that you and your family are financially secure.

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This is a company event to educate and empower employees to achieve financial security. We will present training courses on various financial wellness topics and have confidential, individual consultations with staff.

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Very few people are able to maintain their current standard of living when they retire. Our training courses teach you how to make adequate provision for retirement, understand your retirement products and how to enjoy your golden years.

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Women have been driving change in the labour market, the workplace, and their homes. Women also generally live longer than men. Women who take responsibility for their finances have their own personal financial plan. This training course empowers women to achieve financial security.

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Retrenchment is an economic reality. Being retrenched is emotionally challenging. The prospect of being unemployed and unable to maintain your standard of living can be very stressful. This training course helps you to maximise your severance and retirement tax benefits.

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Our education approach takes the mystery out of financial planning. We understand the financial worries that keep you awake at night. That is why we partnered with trusted financial planners who will help you embrace life’s journey by providing a holistic financial wellness solution.

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Our Latest Articles

Check out our latest articles about financial wellness:

The Power of Setting Goals

Setting goals is a powerful tool that can transform your life and drive you toward success. Whether personal or professional, having clear objectives helps...

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The Vital Importance of Regularly Checking Your Bank Statements.

Keeping a close eye on your financial transactions is crucial. One of the most effective ways to do this is to check your bank...

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Breaking the Cycle: How to Identify and Overcome Bad Financial Habits

Bad financial habits can significantly impact our lives, affecting our financial stability, emotional well-being, and overall quality of life. These habits, from overspending to...

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What Am I Entitled To If I Get Retrenched?

The South African unemployment rate is very high and continues to climb during these tough economic times as more people are being retrenched. If...

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Being Prepared for Possible Retrenchment

Facing retrenchment is a reality for many South Africans. This can be an overwhelming time that’s filled with uncertainty. With the South African economy...

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What To Do If You’ve Been Retrenched

Retrenchment is one of the most difficult things that anybody can experience. The reality is that many South Africans are facing possible retrenchment, or...

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Debt Management

The saying counting your pennies has gotten a new lease on life with the current global economy. Inflation is on the rise; fuel costs...

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South Africans feeling the weight of Debt

The saying counting your pennies has gotten a new lease on life with the current global economy. Inflation is on the rise; fuel costs...

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