Meagen Day - Financial Planner

13/12/2022

In the days leading up to Christmas and the usual frenzy of shopping, eating and drinking that ensues, it is important to remember that January has 542 days in it 😆 I thought it might be helpful to list a few points to take into consideration this Festive Season.

🎄Avoid dipping into your emergency fund to buy presents for loved ones. Shop carefully and make use of any loyalty points that you may have accumulated during the year to reduce the burden on your cashflow.

🎄Set a realistic budget for the Festive Season before going to the shops. It is very easy to get drawn into the magic of buying gifts and this could lead to overspending.

🎄Try to avoid funding the Festive Season with your credit cards. The burden of having to service debt repayments in the New year will add to your financial stress.

🎄 If you are entertaining friends and family at your home, ask everyone to bring something to the party. It will help to keep your own costs in check if you share the financial load of food and drink with your friends and family.

🎄 Be realistic about the gifts you buy for your children. The new year brings with it the added costs of stationary, textbooks and uniforms. It will reduce your financial burden in January if you are able to stick to your gift budget over the festive season.

08/12/2022

Wishing all our clients a safe and blessed festive season! Please note that our offices will be closed from the 16th of December 2022 until the 11th of January 2023.

05/09/2022

You’ve dedicated your life to make sure your loved ones are taken care of. Don't leave them worrying about their finances because your estate was short of cash.

25/01/2022

Nothing better than starting your day off with a good cup of coffee and a brilliant annual review appointment with a client!

12/01/2022

Always so lovely to receive positive feedback from clients. Thanks for your kind words Margaret.

If you're wanting to grab a cup of coffee and do a health check on your financial planning portfolio, give me a call, send me a what's app or drop me an email.

26/12/2021

Deepest condolences to his family and friends on the passing of Desmond Tutu. Heaven is indeed rejoicing in the homecoming of one of it's angels ❤️

22/12/2021

25/11/2021

Just before we start to hear Boney-M's classic Christmas hits we have to get through Black Friday. There will be a few retailers offering deep discounts but most will rely on clever marketing to get consumers to part with their very hard earned cash. This article highlights a few facts that should taken into consideration before spending money on Black Friday specials.

Black Friday 2021 is a major shopping event for buyers – and sellers. And the stores aren't planning to make a loss on these deep discounts.