How can we help you: managing personal finances

 
 
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I am a treasury custodian (coin). I obtain my CAIB (SA) qualification in 2000 completing the Advance Diploma in Personal Financial & Estate Planning. I had various articles on money management published in S A Banker and ROOTS (FNB staff publication) as well as a number of award winning letters to the editor.  

I am a readaholic addicted to non-fiction. I also love collecting book summaries and quotations.

My personal thoughts

If you want to succeed, you have to learn to cope with failure.

When opportunity knocks, you will be a fool not to open the door to your mind.

Problems create opportunities challenging you to find solutions.

Victor Frankl: Everything can be taken from a man but one thing. The fact of human’s freedom to choose one’s attitude in any set of circumstances - to choose one’s own way.

Galileo Galilei: You cannot teach a person anything, you can only help him to find it within himself.

J C Maxwell: Though you cannot go back and make a brand-new start, anyone can start from now and make a brand-new end.

Brian Tracy: I believe through learning and application of what you learn, you can solve any problem, overcome any obstacle and achieve any goal that you can set for yourself.


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Attie-13 Years of Warren Buffett...

  
 
Benjamin Graham considered retirement and closed down his partnership in 1956. Warren Buffett's personal savings amounted now over $140,000. Buffett decided nothing holds him back anymore. Believing his learning is complete Warren returned to Omaha...

Posted: Mar 10 2010, 02:27 AM | Views: 44 | Ratings: 0 | Comments: 1

 

Attie: Why Risk Profile Questionnaires...

  
 
Financial planners/advisors need to be aware of the fact that they might expose themselves to non-compliancy in terms of the FAIS Act when utilising risk profile questionnaires. Likewise consumers should be extremely cautious when relying on the results...

Posted: Feb 17 2010, 03:15 PM | Views: 36 | Ratings: 1 | Comments: 0

 

Attie: Warren Buffett – The learning...

  
 
Born on 30 August 1930 in Omaha, Nebraska, USA Warren Edward Buffett's father, Howard, was a stock broker and United States Representative. Warren showed a remarkable keen understanding of business and mathematics at a very young age. He was also...

Posted: Jan 28 2010, 12:28 AM | Views: 387 | Ratings: 1 | Comments: 1

 

Attie: Financial Planning – Who...

  
 
Would you entrust the service of your car to a backyard mechanic who has no documented suitable qualifications, track record or referrals to proof the quality of services rendered? Why then are there still people entrusting the management of their hard...

Posted: Jan 07 2010, 12:00 AM | Views: 817 | Ratings: 1 | Comments: 2

 

Attie: How to Control Credit and...

  
 
South Africa had 17, 61 million indebted consumers by the end of March 2009, according to the NCR, of which 40% have difficulty coping with debt repayments - in arrears three months and more. Thousands more are added to the list monthly with not enough...

Posted: Dec 16 2009, 04:00 PM | Views: 1,046 | Ratings: 1 | Comments: 0

 

Attie: Snowball Investing - Be...

  
 
As a 9 year old he rolled a snowball bigger, bigger and bigger. At 79 he is still doing it, in rather a different way. To date 4 biographies, which are listed underneath, had been published on his personal and business life. Numerous books are in circulation...

Posted: Nov 26 2009, 08:00 AM | Views: 786 | Ratings: 1 | Comments: 0

 

My Home, a Good Investment or a...

  
 
How can a liability at the same time be an investment? Robert Kiyosaki states your own home as property investment need rather been seen as a liability. The lending bank accounts the mortgage bond as an asset. There is however certain conditions under...

Posted: Nov 07 2009, 03:28 PM | Views: 414 | Ratings: 1 | Comments: 2

 

Money Manager

  
 
Master your finances with FNB’s Money Manager. Read through the 5 basic finance principles, then use the free worksheets to help you finally get on top of your finances. A must read! View the "FNB Money Manager" Worksheets (With formulae...

Posted: Nov 04 2009, 03:18 PM | Views: 648 | Ratings: 1 | Comments: 3

 

Attie's Blog – Money & Myers...

  
 
At the April ACSIS/Personal Finance Financial Planning Club presentations, Prof Zak Nel and Gerda van der Linde of the SA Institute of Behavioural Finance explored the factors influencing financial behaviour. The core of behavioural finance is how irrational...

Posted: Oct 25 2009, 10:00 PM | Views: 161 | Ratings: 1 | Comments: 1

 

Attie’s Blog – Money & Happiness...

  
 
Whether you know how or not, or believe you need money to do so, you do create your own happiness irrespective of how much money you have. Kahlil Gibran "We choose our joys and sorrows long before we experience them." Have you tried any of these...

Posted: Oct 12 2009, 08:19 AM | Views: 141 | Ratings: 1 | Comments: 0

 
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