Up-date.

We have moved, albeit only 50 meters out of the Nedbank Westville Mall to a Nedbank Financial Planning suite in Pharos House. We are most grateful to Nedbank Financial Planning for arranging everything and thanks to the proficiency of Janet and Rene, no time was lost during the process. We have posted our new telephone numbers on the website and Janet (existing business) and Rene (new business) are ready to take your calls.

Danica has settled in nicely and is half way through her Advanced Certificate in Financial Planning. I am pleased to report that she has achieved excellent results, even a distinction! Our strategy of empowering Danica to engage with clients aged 30 and below is working well and if you have friends in this age group, ask them to complete the Goals survey on the website and we will take it from there.