Planners give free advice

If you think wealthy people are the only ones who can afford and benefit from the services of a financial planner, you’re wrong. This is the message the Financial Planning Institute (FPI) hopes to drive home to consumers during this year’s Financial Planning Week, which begins on Monday.

To show you what they can offer, about 100 Certified Financial Planners are doing free one-on-one consultations in shopping centres countrywide this weekend and next.

Today they are at Waterfall Mall in Rustenburg, Cresta Shopping Centre in Randburg, Menlyn Park Shopping Centre in Pretoria, and Canal Walk in Cape Town. Next Saturday and Sunday, planners will be at The Pavilion in Westville, KwaZulu-Natal.

During Financial Planning Week, the FPI will also host MyMoney123, a basic financial literacy workshop for individuals, employees and community groups. The aim is to get you to consider your financial responsibilities and goals and to equip you with knowledge and tools to better manage your finances.

The programme will focus on the basics of personal financial planning, with the emphasis on:

* Personal financial management and budgeting;

* Dealing with debt; and

* Understanding savings and investments.

If you want the FPI to host a workshop for your employees or community group, visit the FPI’s website – www.fpi.co.za – for more information or email [email protected]


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