Lifestyle Wealth Planners

03/04/2020

04/10/2019

Lifestyle Wealth Planners Celebrating 30 Years In The Financial Services Industry.

19/06/2019

Ricky Naidu At Bonitas Top Broker Function With Saray Khumalo, South Africa's First Black Woman To Reach The Top Of Mount Everest🙂

05/10/2018

SPECIAL SECURED INVESTMENT OPPORTUNITY

One of our strategic partners is currently offering an amazing special rate. Nominal Rate of 10,1%, Effective Rate 13%. Minimum investment of R5000. You pay no fees.

This offer is only available for a limited period ending 26 0ctober 2018 and only the first R300m applications received will get this rate!

Book An Appointment With Our Office.

01/09/2018

A WILL is a legal document and it is a statement of your wishes that are to be executed when you pass away. Having a WILL gives you the comfort of knowing that the rewards of your life's work will be distributed and managed according to your wishes.

Contact our offices to have your WILL drafted.

18/08/2018

08/08/2018

This Thursday, 9th August, is National Women’s Day, which marks the historic moment on 9th August 1956 when 20,000 South African women of all races showed that they would not be intimidated by unjust laws when they marched to Pretoria’s Union Buildings to present a petition to the prime minister against the carrying of passes. How are you helping the women in your life exercise their freedoms?

20/08/2017

An article published on Maya on Money about the 10 key themes investors must not ignore in 2017 inspired thought about a word that gets used a lot in the world of investments -- commodities. The key takeaway from this should be that commodities traditionally move in opposition to stocks, so they can be a good way to diversify an investment portfolio — either for the long-term, or during unusually volatile periods. [ 515 more words ]

An article published on Maya on Money about the 10 key themes investors must not ignore in 2017 inspired thought about a word that gets used a lot in the world of investments — commodities. T…

06/08/2017

When you were younger, did you have any idea what you wanted to do when you grew up? Perhaps you now have children who at some point will need to consider their options and will need guidance, or perhaps you are at a stage in your life when you’re considering a change in career yourself. You may simply be interested in developing your understanding of which way the world is heading. [ 545 more words ]

http://lswp.co.za/careers-and-industries-for-the-future/

When you were younger, did you have any idea what you wanted to do when you grew up? Perhaps you now have children who at some point will need to consider their options and will need guidance, or p…

06/08/2017

Before we chat about the current asset allocation environment, let’s quickly roughly describe the term for those of us who may be unsure of what this means. Asset allocations broadly refer to the actual investment options - ie. when you invest money, it needs to go somewhere, and some of these options are called asset allocations. Since South Africa was relegated to ‘junk status’ by two credit ratings agencies, investors have witnessed some currency depreciation, a shaken local equity market and a jump in bond yields. [ 373 more words ]

http://lswp.co.za/asset-allocations-in-a-post-downgrade-world/

Before we chat about the current asset allocation environment, let’s quickly roughly describe the term for those of us who may be unsure of what this means. Asset allocations broadly refer to the a…