Your estate planning checklist

Estate planning is the best way to ensure that your loved ones are cared for after you pass away. By creating your estate plans early, and talking to your personal representatives about their roles, you can give yourself, and your family, the benefit of peace of mind. There is quite a lot that you need …

Free Course – Manifesto to Organize Your Finances

A Guide to Spring Clean Your Finances You may enrol HERE In spirit of Women's Day - I am super excited to announce the release of my first course that will be absolutely FREE to enrol in. I thought long and hard about the topic in which I wanted us to start with and I …

What’s your Money Archetype and QUIZ to find out

Covid-19 has affected us in different ways, not just financially but emotionally/psychologically too. And we all have tried to cope in different ways; for example, when the lockdown began people stocked up on essential groceries and detergents.Hand sanitizers were completely sold out! This was an unconscious response to the Covid-19 and the lockdown. Buying was …

COVID-19: HOME OFFICES AND TAX DEDUCTIONS

Its official: Stay out of the office until end of September and SARS will allow you to claim home office expenses! With the “new” normal quickly becoming just normal, working temporarily or permanently from home is starting to become a reality. If you have made the transition, you may be wondering if you are able …

What Is the 50/30/20 Budget?

When it comes to budgeting, there’s no one size fits all solution. We all have different incomes, desires, attitudes, and approaches to how we handle our finances. How to Use the 50/30/20 Budget Method The 50/30/20 budget or rule is recommendation to spend no more than 50% of your after-tax income (referred to just income …

How to Create a Business Budget (and FREE Excel Template)

When you think about creating a business budget, you may start thinking, "Oh my God, this is going to get complicated.” But it really doesn't have to be that complicated at all! As a small business owner, the biggest things you want to track are your income and your expenses. Then determine each month whether …

Business Finances: Tips for Success

Whether you are a brand-new business owner or you’ve been in business for a while, getting a firm handle on your business finances is the key to successfully building wealth through your establishment. As business owners, it's easy to get busy and caught up in the day-to-day running of your empire. But don’t let your …

Building Generational Wealth

For many, being able to leave a sizable trust fund, piece of property, or inheritance is the sign of a life wealth'ily lived. It’s human nature for us to be concerned about the future well-being of our loved ones. We want them to succeed, even after we’re gone. But what is generational wealth really, and …

How to Financially Prepare for Home Ownership

When it comes to financial and life goals, buying a house is probably pretty high up on your list. If you know that owning a home is a goal you want to achieve, put yourself in the best situation to do so, as early as possible. You can financially prepare for home ownership years in …

Must-Have Money Conversations You Need to Have With Your Partner

On the first date, you discuss splitting the bill. Before you know it, you’re engaged and planning a wedding. If you haven’t already, it’s time to have the Money Talk. Yes, talking about money can be heavy, but it’s important to have these conversations. To help you cover your bases, here are some key financial …