Financial PlanAdvice on A Financial Plan.

Become financially successful by controlling and growing your money.

How often have you read that the first step in getting control over your financial situation is to Create a Personal Financial Plan and Guide or Most people don't plan to fail; they just fail to plan.

What is this Plan?

You would not go on a long journey, in unknown territory, without a map because may never arrive at your destination. Well, by not having a plan for your financial future you are doing just that!

A Financial Plan ties up your finances with where you want to be in life.

It is a logical process that covers your day-to-day cash-flow, saving, investments, life and disability cover, retirement and estate planning - now and in the future.

A plan helps you decide on how best to allocate your resources towards attaining your goals. It keeps you on track - checking how you are progressing towards your goals and how best to deal with any deviations.

It puts your dreams into perspective by reducing them to rands and cents.

You may think of the process as helping you to answer three straightforward questions:

Financial Planning essentially consists of setting goals and laying out your financial life in a way that you can realize these goals.

A Three-Legged Stool

Most people have different financial priorities during various stages of their lives. Regardless of your age or current life stage, you need a plan.
A balanced financial plan is like a three-legged stool, remove one of the legs and the stool teeters unsteadily and may crash, taking you with it.

The most important aspects of financial planning can be placed into three broad categories, which are the three legs of your financial planning stool:

(1) Budgeting and Saving,
(2) and
(3) and Estate Planning.
Your financial plan will help you;

It's never too early to start!

Start planning as soon as you can.

Don't delay your financial planning. People who save or invest small amounts of money early, and often, tend to do better than those who wait until later in life.

Similarly, by developing good financial planning habits such as saving, budgeting, investing and regularly reviewing your finances early in life, you will be better prepared to meet life changes and handle emergencies.



Still not sure if you need a Financial Plan?
For a limited period I will send you the REPORT, AT NO CHARGE!
No Obligations!

This unique report will;

Why would I give you this report?
I have been in the insurance business for over 15 years and have seen the tremendous benefit that a properly structured Financial Plan does for wealth-building.
Financial Planning is the foundation for your future financial success.

Yes, I would like to receive your unique, limited offer report on Why You Need a Financial Plan.





Please send me your informative newsletter on personal finance matters.Yes

Life Insurance
Disability, Income Protection
Retirement and Pension
Investing and Saving
Education Plans
Medical Aid

income protectionMedical aid pays healthcare costs.
What if a disability STOPS your income?

peter pyburn brokerpeter pyburn

Last update: June 2, 2021



By submitting an enquiry you agree to us collecting the information in the fields above. Please refer to our POPI Manual.
Your data will be processed according to the Protection of Personal Information Act (POPIA) guidelines.