Participating financial planning practices and professionals

To celebrate world financial planning day, join Barbara Mundell, CFP® on the 4th of October for a free webinar on how to better manage your money.  Barbara will take you through an effective budgeting process you could follow and share a budget tool with all attendees. Find out the simplest way to better manage your money, and feel free to ask your questions.
You can access the webinar at 12:00 by clicking here

Click on the options below for a list of participating financial planners and practices.

Ulysses Consulting

Gerhard Odendaal, our CERTIFIED FINANCIAL PLANNER® professional, will be available to provide complimentary advice to all who wish to learn more about planning for their financial future.

Place: Ulysses Consulting, First Floor , 1 Gotze Street, Nahoon, East London, 5241

Appointment to assist is essential: Please contact us on 0861113323 or info@ulyssesconsult.co.za

Time: Consultations can be arranged between 08h30 and 16h30 during the Financial Planning Week subject to availability.

Kruger International Asset & Wealth Management

Our CFP® professionals will be available to provide complimentary retirement and investment planning during Financial Planning Week by appointment.

To book contact Jeanne-Marie Lombard, CFP® on (041) 373-0461 or email jeanne@krugerinternational.co.za

FNB Financial Advisory

Michael Siband, CFP® would also be offering free financial planning sessions from 2-8 October 2017.

Place:293 Cape Road, Newton Park, Port Elizabeth

Time: Between 9:00 and 16:00

ContractTel: (041) 3902800 | Cell: 0785612828

E-mail: Michael.Sibanda@fnb.co.za

attooh!

Guide to being business savvy: making money decisions that create e-book

Free Financial Planning One-on-One Sessions

Date: 2-6 October 2017

Place:attooh offices in Bloemfontein

Integral Wealth Management

Our CFP® professionals will be available to provide complimentary advice to all those who are serious about their financial planning and well-being and wish to learn more about planning for their financial future and achieve their long-term goals.

Place: Integral Wealth Management Ground Floor, 16 Fricker Road, Illovo Johannesburg

Time:Consultations between 08h30 and 16h30

Contact: 087 985 0103

Email: michael@integralwealth.co.za

 

Progressive Wealth

Friday, 6 October 2017

Meet with our CFP® professional, who will be able to discuss your financial planning and investment needs. This complimentary consultation may also be used to simply ask questions regarding your personal finances, budgeting, investing, etc.

Place: Progressive Wealth - 1st Floor, Block A, Stoney Ridge Office Park, Cnr Witkoppen & Waterford Place, Klevehill Park (Paulshof)

Time: Consultations between 09h00 and 15h00

Contact: 011 465 5956 or info@progressivewealth.co.za/ www.progressivewealth.co.za

Kruger International Asset & Wealth Management

Our CFP® professionals will be available to provide complimentary retirement and investment planning during Financial Planning Week by appointment

To book, contact Andries Nel, CFP® on (011) 726-7700 or email andries@krugerinternasionaal.co.za

BDO (Johannesburg and Pretoria)

Guide to being business savvy: making money decisions that create (e-book)

Free Financial Planning One-on-One Sessions

Date: 2-6 October 2017

Book a session with one of the financial planners below:

Johannesburg

Pretoria

attooh!

attooh! Head Office, 291 Sprite Avenue, Menlyn Woods Office Park, Faerie Glen

Free Financial Planning talk on “Financial Planning for Kids” (Parents and their high school kids are welcome to welcome to attend)

Date:19 and 26 October 2017

Time:18h00- 20h00

Contact:Suzeth at suzeth.kotze@attooh.co.za

BDO (Durban)

Guide to being business savvy: making money decisions that create (e-book)

Free Financial Planning One-on-One Sessions

Date: 2-6 October 2017

Hedley Lamarque -hlamarque@bdo.co.za

Ridgetop Investment Management

Garth Dinkelman, CFP® will offer pro bono financial planning during Financial Planning week 2-8 October 2017.

Place: 14a Sunnyside Ave, Hillcrest, DURBAN

Contact: 031 765 6625 / 084 402 0487

Email: garth@ridgetop.co.za

Liblink

John Francois Schimper will do pro bono financial planning during Financial Planning week 2-8 October 2017

Place: 9 Old Main Road, Kloof

Contact: 031 7106910/Cell: 082 8007812 or email john.schimper@liblink.co.za

ENS Pro Bono Centre Mitchells Plain

Free Financial Planning Workshop

Date:17 October

Contact Natasha Wagiet on 021 397 4241 or emailnwagiet@ENSafrica.com

BDO (Cape Town)

Guide to being business savvy: making money decisions that create (e-book)

Free Financial Planning One-on-One Sessions

Date: 2-6 October 2017

Book a session with one of the financial planners below:

Crue Invest

2 – 8 October

We will be running a campaign called #just1thing together with Martin Hesse of Personal Finance. This entails a social media challenge to readers to give up #just1thing for the week (e.g. morning take-away coffee) in order to encourage saving and investing.

Teen talk:

Awaiting confirmation of venue. Craig will be presenting to a group of school-going teenagers about being financially responsible. The aim is to educate teenagers to avoid putting unnecessary financial pressure on their parents for branded clothing, cell phones and shoes.

For more information visit: www.cruechronicles.com

Mc Kenzie Life cc

Antonio Bacchiet CERTIFIED FINANCIAL PLANNER® professional from Mc Kenzie Life cc will be available for one-on one consultations.

Date: 6 October 2017

Place: Melissa’s, Constantia Village, Cape Town

Time: Consultations between 11h00 and 16h30

To book you consultation e-mail antonio@mckenzielife.co.za

Veritas Wealth

As part of a National Initiative by the Financial Planning Institute ‘’The Big Drive’’ will present a panel of top Certified Financial Planners in Cape Town who will give up their time to answer your questions and set you on the right financial path.

Topic: Getting you on the right track

Venue: Allan Gray Auditorium, 1 Silo Square, V&A Waterfront

Date: Wednesday 18 October 2017

Time: 6pm – 7pm

Free Entrance

Southwood Financial Planning

Free Financial Literacy Course (grade 7 learners)

Venue:Sun Valley Primary School, Western Cape

Free Financial Planning Consultations

Date:2-6 October 2017

Angela Sayle, CFP® on (021) 701-1161 or visit www.southwood.co.za

WealthUp

Our financial planners will be holding complimentary consultations with any individual who require advice on estate planning, retirement planning and investment planning.

Date: Date: 2-4 October Pro Bono Advice

Srtong> Place: Wealthup, 9 Queen Street, Durbanville, 7550

Srtong> Time: Consultations between 10:00 and 15:00

Srtong> Contact:021 300 8056 or email info@wealthup.co.za

Kruger International Asset & Wealth Management

Our CFP® professionals will be available to provide complimentary retirement and investment planning during Financial Planning Week by appointment.

To book contact Thabu Bester,CFP® on (044) 873-3999 or email ithabu@krugerinternasionaal.co.za

Deon Rupping Finansiele Dienste

Deon Rupping will be available for free financial planning advise during Financial Planning week 2-8 October 2017.

Place: 1 Anreith Street, Somerset West

Contact: 021 852 7717 or e-mail: deon@rupping.co.za

Triofin

Free will drafting during Financial Planning week 2-8 October 2017

Place: 15 Voortrekker Street Ermelo

Contact no: Wilhelm Burmeister on 082 446 0012 or e-mail: willem@triofincc.co.za