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Wealth Education

We truly believe that wealth education is key to changing the financial future of many South Africans.  Financial education is critical as it empowers people with the basics of managing money and indeed long-term wealth creation.  Wealth education should, be part of holistic financial planning to help clients imbed the required habits to achieve their financial freedom.

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Financial Literacythis service is aimed at the younger generation. Our aim is to instil the basic values of financial discipline. The focus is on encouraging a culture of saving and investing through education.
  • Introducing banking
  • Financial products
  • Budgeting basics 
  • Savings & Investments
Wealth Education – a service aimed at raising the financial well-being of the community, professionals and any other groups who are interested in financial empowerment through education
  • Money & Life Stages
  • Personal budgeting
  • Debt management
  • Insurance planning
  • Investment planning
Financial Wellness – most corporates provide a variety employment benefits to their employees. We provide insights and knowledge that will help employees understand the coverage of benefits provided and maximize their opportunities.

This program is aimed at making employees aware of the gap and how to deal with the shortfalls.
  • Retirement benefits
  • Insurance benefits
  • Investment planning
  • Money & Life Stages

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