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CHANGE IS AS GOOD AS A HOLIDAY!

Now don't panic, nothing has REALLY changed, other than we can now duly (and proudly) display our Financial Services Board certificate in our reception room. What does this mean ?Well, in real terms, nothing more than what we always have had, except that we had to re-register with the FSB under the FAIS and FICA bills, thus confirming that all partners are registered CFP's (Chartered Financial Planners).

Other than that, what's happening out there ? Well, You have probably heard about all this money your friends are making in property, you've read that the JSE keeps making new highs and that those who followed the herd and rushed to take their money offshore five years ago, are now decidedly poorer - remember the hype that saw the Rand crashing to R 20 to the $ ?? All of this really supports the fact that that one should consult with a financial planner to assess your long-term financial needs, and a decent one will point out the benefits of a diversified portfolio, hence the existence of Brantam, and the confirmation that we are registered financial planners.

So, next time Aunt Matilda leaves you a few bob in her will, remember that some structured planning can assist you in placing the funds so that you avoid any unpleasantness out there. Invest and enjoy !!

 
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"Claret" Portfolio
"Merlot" Portfolio
   

You can visit us at:
Brantam House
12 Montrose Ave.
Craighall Park
South Africa

Postal address:
P O Box 41110
Craighall
2024

phone us at:
+27 11 789 1255

send us a fax at:
+27 11 789 1292