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Activities
Matiisetso MatheDone
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Estate Liquidity Analysis and Planning
Matiisetso MatheDone
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Dinner
Matiisetso MatheDone
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Arrival and Check-In
Matiisetso MatheDone
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Welcome drinks, networking and dinner
Matiisetso MatheDone
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Financial Needs Analysis
Matiisetso MatheDone
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Life Cover Application
Matiisetso MatheDone
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Breakfast
Matiisetso MatheDone
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Free Will Drafting and Safe-Custody
Matiisetso MatheDone
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Lunch
Matiisetso MatheDone
I am an independent Financial Adviser that joined the financial services industry in 2011. I hold a degree in Logistics, a qualification in Sourcing and Supply chain, and Certificate in wealth management.
The purpose of financial planning is to assist you to look forward to life with optimistic expectations rather than apprehension. To achieve this, one’s financial plan must be robust, adaptable, and focused directly on your personal and business needs. I promise to take you by the hand, to teach, show and prove that if you’re willing to open yourself up to the financial planning process, then you are well on your way to adequately addressing your financial needs and achieve your financial goals. I understand that every individual has unique needs and desires. Most importantly that success should be measured not just by your financial well-being, but by how confident you feel about your future or any major problems in life that may occur & understanding the impact these problems have on your finances.