In this episode, I provide some insights into some important aspects of Estate Planning. What is Estate Planning? and some of the key areas that you should be aware of. Most people pay very little attention to their estate planning - and it is scary how quickly a problem can develop.

This episode is about creating awareness. If you think an issue may be present, then let's talk.

In this episode, I discuss some key principles in determining how much money to have offshore.

Having offshore assets is a very emotive topic for most South Africans, however, there are some guiding principles behind making the right decision!

I cover the concept of Asset vs Liability matching and its application.

This episode includes an interview I did with Simon Brown from Moneyweb Now, where we specifically discuss Asset Liability matching.

In this episode, I discuss the idea of building independence from your business, what this means as well as the risks of not implementing it.

Are you building wealth outside of your Business?

Are you reliant on the sale of your business to fulfill your lifestyle requirements in retirement?

Too often the idea of creating wealth independent from the business is one that makes sense, yet never gets the attention it deserves.

As a business owner, do you know what your number is? How much money do you need to exit your business and live that dream lifestyle that you have envisaged, free from all the stress and unnecessary time away from your family?

Knowing your number allows you the freedom of choice, the power to confidently build towards that number - the clarity to know when it's time to take that offer and exit!

Today's episode is all about maximising your income in your lifetime. This is specifically relevant to retirees. Changing the way we look at your income through retirement. Giving yourself permission to spend more and live that lifestyle you deserve. It requires a change in approach, some useful tools, and tactics and putting yourself first - without jeopardising your future. 

Contact me at [email protected] or +27 795541663

The fear of missing out (FOMO) on the 'Next big thing" is a very real dilemma that most people face. In recent times the parabolic rise in an investment like Bitcoin has brought this is the fore and is a great example of how FOMO affects people's decision-making.  The danger lies in the emotion of FOMO overriding the ability to truly recognize the risks inherent in the investment.

This episode discusses this phenomenon and provides insight into how to take a step back and base your decision making on the right principles. The episode includes an interview that Greg did with Simon Brown on his morning show called MoneyWeb Now.

Planning your Financial Future is all about truly understanding what your lifestyle looks like. This is very much a function of what is deeply important to you and your family. These emotions, values, and principles are the key drivers for meaning in our life.  

Does it not make the most sense to start your planning through this lens? Of course, it does - after all it's your planning and your life.

Today I unpack this and help explain my approach to planning - I also identify some potential red flags out there in the marketplace.