Business Planning for Clients
Introduction: I am a Fiduciary Practitioner of South Africa® and a Certified Financial Planner® and have been fulltime in the financial planning industry since 1 March 1992. I am the owner/indirect owner of the Paarl African Advisory (FSP 52180) and Paarl African Trust (Fiduciary Services Company) and I am indirectly one of the largest shareholders […]
Langboomboekie
Een van ons kliënte het sowat ‘n week of twee gelede by my besoek afgelê by ons Moorreesburg kantoor. Die oggend was daar blykbaar op die RSG radiostasie ‘n gesprek oor waar mens jou belangrike dokumente moet bewaar en die woord “Langboomboekie” is toe genoem. U weet ons bied al jare lank die geleentheid aan […]
Langboomboekie – English
One of our clients visited me at our Moorreesburg office about a week or two ago. That morning there was apparently a conversation on the RSG radio station about where to keep your important documents and the word “Langboomboekie” was then mentioned. You know we have been offering our clients the opportunity for years to […]