FINANCIAL LIFE GOALS WITHOUT PROPER FINANCIAL PLANS IN PLACE, IS ONLY IMAGINARY WISHES

What is financial advice?

And why might you need it

Well, it depends who you ask. For some people, financial advice is simply a matter of finding out where to invest your money to make the greatest returns. Some people might have specific goals that they’re looking to plan for – like paying for their kids’ education, or funding retirement or getting the best income option from their pension/provident or RA funds.

You might be completely new to the world of financial advice (94% of the population!). You may have thought about it fleetingly in the past. Either way, if you’re considering getting some help and want to know what it involves — or aren’t sure of what value it can add — I’m here to advise and make recommendations.

How I see myself as a financial advisor

Me, Andries Myburgh, as a financial advisor is focused on your everyday aspirations. My main objective is to work towards your life ambitions, then create and implement a plan to get you there (Financial Needs Analysis). I will be the one that would know what you want out of your life. We will be on a journey that is based on confidentiality and trust.

I, further check in with you on a regular basis to re-evaluate your current situation and future goals and plan accordingly.

My goal is to arm you with enough knowledge that you understand the decisions you are making and WHY.

Signs you may need a financial advisor

The decision to enlist professional help with your money is a highly personal one, but any time you’re feeling overwhelmed, confused, stressed out, or scared by your financial situation may be a good time to look for a financial advisor. It’s also fine to approach a financial advisor when you’re feeling financially secure but you want someone to ensure that you’re on the right track. An advisor can suggest possible improvements to your plan that might help you achieve your goals more effectively.

None of Your Savings Is Invested or You Don’t Know How to Invest.

Because we live in a world of inflation, any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow, and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.

You Have Investments, but You’re Consistently Losing Money.

Even the best investors lose money when the market is down or when they make a decision that doesn’t turn out as they’d hoped. But, overall, investing should increase your net worth.

You Don’t Have a Current Estate Plan.

A financial advisor can also help you put together an estate plan to make sure your assets are handled according to your wishes when life happens. And if you aren’t properly insured (or aren’t sure what insurance you need), a financial advisor can help with that.

Whether the plans you need is for yourself, your family or business, be sure that I can advise and make recommendations.

 

  • Andries Myburgh

  • (083) 597 3717

  • info@amfinancialadvisor.co.za

Why would you need to contact me?

Because

  • I will know what you want out of life
  • I will know what is your biggest fear
  • I will know what opportunities is available in you near future
  • I will know and understand your needs
  • I will understand your financial goals

We would be a team that works together with confidentiality and trust.

 

 

Have any questions or queries? Fill in the contact form below and I will get back to you

 

 

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