Category Archives: Financial planning

Reigning Supreme: Join the Queens of Cashflow

In the ever-evolving world of finance, where numbers and charts often reign, there emerges a new force ready to redefine the game—introducing the bold and visionary team, the “Queens of Cashflow!” Unveiling the Queens Picture a team that’s not just about numbers but about empowerment, not just about charts but about guiding you on a […]

Financial Goals and Tips for 2024

Mastering the Cashflow Kingdom: Financial Goals and Tips for 2024

As we stand at the threshold of a new year, the allure of financial success beckons us forward. Navigating the waters of wealth creation requires strategic planning and expert guidance. In this blog post, we’ll explore essential financial goals and tips for 2024, drawing inspiration from the sagacious advice of both the Kings and Queens […]

Festive Finances

Festive Finances: How to Prepare for the Holiday Season

The festive season is just around the corner, and it’s a time for joy, celebration, and, of course, spending. From gifts to decorations and delicious feasts, the holiday season can put a strain on your finances if you’re not adequately prepared. But fear not, because we’re here to help you navigate the financial maze of […]

What is personal financial planning and why is it important?

It’s Financial Planning Week, a time when financial literacy takes centre stage, and the path to financial well-being becomes clearer than ever before. Since its launch in 2009 as a crucial component of Financial Literacy Month (November), Financial Planning Week has grown into an annual event that emphasises the importance of financial planning. Its aim […]

Checklist for meeting with your financial advisor

Checklist for meeting with your financial advisor

It is important, when meeting with your financial advisor, to come prepared. The more information you bring, the better your advisor will be able to assist. A more efficient meeting means more time to discuss the financial matters important to you. Use this checklist and come prepared for your next meeting. Have the right documents […]

financial planning for 2023

Financial Planning And Preparation For The 2023 Market

It is not possible to accurately predict the exact nature of the coming financial year. There are however factors to consider when planning for the financial market. The past year has seen a particularly volatile economic year with rising inflation, spurred on by global events, at the centre of attention. There is uncertainty that things […]

fire

FIRE investment strategy: How to get started ?

The FIRE (Financially Independent, Retire Early) movement is fast becoming popular. Professionals today, young and old, are looking for ways to be financially independent without having to work the classic 9-to-5 job. That doesn’t come easy, but FIRE makes it possible.  What is FIRE? FIRE is a movement based on a 1992 best-selling book titled […]