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: Why Risk Profile Questionnaires are at Risk.
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...
Attie: Financial Planning – Who is responsible?
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...
Attie's Blog – Unit Trust Investing 101.
How do you invest wisely in Unit Trusts if there are 6 broad Sectors, 30 classes and more than 800 Unit Trust funds? Between these funds you will find the consistently top performers, those with average performance and those that simply fall out of the...
Attie’s Blog – Money Personalities # 7&8.
Producers believe in working hard to ensure financial security and peace of mind while Entrepreneurs will take risks with their money to achieve a business or financial goal. Investment education can be very rewarding. Producers often don't understand...
Attie's Blog – Money Personalities # 5&6
Optimists are those to whom money has brought peace of mind while Money Masters enjoy conserving their money and are motivated by value. Optimists are older investors who had successful careers and now want to enjoy the fruits of their labour. They do...
Money Personalities: Safety Player or Achiever?
Share investing? Never, ever. It’s too risky. You can loose your money. Rental Property? What if renters damage your property or even worse, your place stays vacant for some time? This is the kind of comment you will get from Safety Players. Safety...
Risk Profiling the Kathleen Gurney Way
Risk comes from not knowing what you are doing. Warren Buffett(b 1930) US entrepreneur, philanthropist and influential investor, ranked by Forbes as the richest man in the world in 2008. Risk in short is the uncertainty of a desired outcome. Objective...