Search results

  1. D

    Mums financial advisor advice sound? (Afrikaans)

    @nicoleeadams Thank you for this, our hope is for her to earn as much of a monthly income as possible and to supplement what she needs above this. Until she inevitable runs out of funds.
  2. D

    Mums financial advisor advice sound? (Afrikaans)

    @stageandgrace The amounts add context, and thresholds for tax or specific investments could also be applicable. There is no identifying information.
  3. D

    Mums financial advisor advice sound? (Afrikaans)

    @peterdom Weirdly enough my mum is also in an industry where she can earn a tiny supplemental income from freelance work. She does not own property, and has no real other assets. So even with her retirement and supplemental income we will still need to help her. Thanks for trying to help!
  4. D

    Mums financial advisor advice sound? (Afrikaans)

    @peterdom That’s ok, I didn’t expect a miracle, as I haven’t lived in SA for more than a decade I don’t really understand the scope of investments there. I will try and look into FSPs and see if we can schedule appointments. She has been with this advisor for a very long time, and she doesn’t...
  5. D

    Mums financial advisor advice sound? (Afrikaans)

    My mum has had issues financially throughout her life and my brother and I aware we’ll need to help her financially going forward, we both live and work abroad. My mum is 70 and will retire soon and this is the advice we’ve gotten from her financial advisor. It’s in Afrikaans, sorry about this...
Back
Top