Bertie Nel

Empower yourself with the facts about Wills

Why choose us?

If you are married with kids, life is all about competing priorities. Between your demanding job, chauffeuring the kids and having a social life, there is not a lot of space to plan your financial present - never mind your future.

At this stage of life, you might feel pressure to not only provide financially for your children and your parents, but also to look towards your own future retirement and the financial legacy you’re likely to leave behind. It’s a lot to think about. It’s time to take stock and make sure that your money is working for you.

The joy of raising children comes with a large responsibility, especially when it comes to finances. Being a single parent means carefully balancing everyday needs with future goals – easier said than done in today’s economy!

Financial advisers have many challenges facing them in their daily practices. You are expected to be an asset manager, financial planner, psychologist, marketer, and everything in between. Every second of your day counts.

Financial planning doesn’t end when you retire. It’s more important than ever to stay in control of your finances. Your retirement years are an opportunity to put your years of experience to good use and make the most of your accomplishments.

I’m passionate about small businesses – and truly believe that entrepreneurs and family businesses can change the face of our economy. Many of my clients are small business – and some started small but are now industry leaders.

It's hard to know where to start. There are so many choices from investments to insurances … not to mention crypto and forex trading. On top of it is all the information (and disinformation) on social media. It's no wonder that many young professionals haven't yet planned for their financial future.