Money at Work

Money at Work We focus on Lifestyle Financial Planning. This ensures that your Lifestyle is the focus of our Plann industry experience.

We are a Financial Planning Practice that specialises in Lifestyle Financial Planning. As a Practice we focus on you and then implement a financial plan that increases the likelihood of you experiencing your stated Lifestyle Goals and Dreams. We implement a Team Approach to Financial Planning with each team comprising of an individual with at least 15-20 yrs. Team Members: Alec Riddle, David Szuhanyi, John Osmond, Andrew Whitewood, Janine Viviers, Christiaan Ras and Michelle Pillay.

Prof Matthew Lester Presentation at OMW Advice Forum.
23/05/2017

Prof Matthew Lester Presentation at OMW Advice Forum.

10/11/2016
Inflation........ What an Example!
25/10/2016

Inflation........ What an Example!

24/10/2016

Treasury may plan to introduce a wealth tax, or a higher personal income tax bracket when the mini budget is delivered.

Our first of many!
21/10/2016

Our first of many!

19/10/2016

Looking forward to our client event tonight! Speakers: Mike Dodd and Bruce Fleming. Mike will be discussing our Inflation Plus Solutions and Bruce Fleming (Financial Planner of the Year) will be providing feedback re his recent trip to the US.

Address

221 Cape Road
Port Elizabeth
6045

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

Telephone

+27413737999

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