HOLISTIC
financial planning
There are some questions that Google can't answer. But more importantly - there are some things that Google can't ask you! With the increasing automation around us, we need to choose to have people in our lives who build relationships of trust and can help us ask the right questions about our futures.
As a financial advisor - this is what I'm good at. It's not about what financial products you choose, or what investment vehicles you select; it's about why you make those choices, and knowing exactly what choices may serve you and your family best.
Let's ask those questions together.
OUR PROCESS
explore | create | choose
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EXPLORING YOU
Most financial plans begin and end with the products. Your plan needs to begin and end... with you.
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CREATE CHOICES
Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.
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CHOOSE
With a clear understanding of who you are, and what you want, you can make powerful and informed choices.
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REVIEW AND ENHANCE
Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.
RECOMMENDED BY
hear it from our clients
MY LATEST BLOGS
adding context to your choices
Safety has a cost
“One can choose to go back toward safety or forward toward growth. Growth must be chosen again and again; fear must be overcome again and again.” Whilst this quote by psychologist Abraham Maslow is not usually found in financial textbooks, it certainly belongs in the realm of human potential. We tend to think of our...Continue reading→
Science for your money (Part 2)
In our last post, we looked at the foundational laws of money: spending less than you earn, insuring your risks, and respecting the erosive power of inflation. These are the defensive structures of a good plan. But defence alone doesn’t build the life you want. You also need to move forward. Today, we look at...Continue reading→
Purpose, not predictions.
Strong financial plans are crafted with meaningful purpose, not more predictions. If you turn on the financial news or open the business pages, you will see an endless parade of predictions. “Markets set to rally.” “Recession looming.” “Interest rates to pivot.” “The death of the 60/40 portfolio.” Are you following a recipe for stress or...Continue reading→
Financial Advice that is tailored
to you and your choices.
CONTACT ME
let's get in touch!

Naseema Lavangee
Cell: 076 883 8976
Office: +27 (66) 030 3731
Email: nlavangee@fs4p.co.za
Address: 3 & 5 Abrey Road, Kloof, 3640
