How can we help you: managing personal finances

 
 
Profile

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.


Recent Posts

Tags

Community

Email Notifications

Archives

 
 
 
 
 
 
 
  Insights and opinions
 
 
 
 
 
 
 
  John
 
  Cees
 
 
  Iona
 
 
 
 

Wealth wisdom

Bookmark and Share  

February 2010 - Posts

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: 207 | Ratings: 1 | Comments: 1