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Personal Finance Management

Up your skills

Everything you need to know to start managing your personal finances in an easy to learn 5 week course.

Personal Finance Management Course

Personal finance is one of the least understood yet vitally important skills we lack in modern society. In just under 20 modules, let us cover important skills from budgeting to life insuarance, loans to taxes, savings to retirement plans and a whole lot more. 

This 5-week course was put together with 16 to 24 year olds in mind. To prepare them for life after school/studies.

 

R1500pp

Saturday from 10h00 to 13h00

Venue: GAP Academy, 100 Roberts Road, Clarendon, PMB

Course limited to first 10 registered attendees due to COVID.

Follow us on Facebook or contact us directly to find out when the next course is starting.

Please email tamara@rossfam.co.za for the course overview and booking form.

Course Contents:

  • Budgeting
  • Bank Accounts / Banking
  • Further Education & Study Loans
  • Cell phone contracts and choosing your network.
  • Medical Aid & GAP Cover.
  • Insurance – Household and Vehicle
  • Renting your first home & Rental Agreements
  • Buying your first car
  • Income Tax / SARS / Tax Planning
  • Emergency Funds / Savings
  • Life Insurance
  • The fine print in contracts
  • Buying your First home & Mortgages
  • Investments
  • Loans
  • Retirement Planning
  • Will / Estate planning
  • Putting together and maintaining your “End of life“ file
  • The importance of a Funeral policy

In each of these I will deal with what to consider, how to decide and what criteria is important to consider, and also the questions you should ask.

I will also have recorded video interviews with speakers who are experienced and considered experts in their fields come who provide input on their specific areas of expertise. These include a Financial Advisor, a Real Estate Agent, a Banker, a Lawyer, and an Accountant.

    Please email tamara@rossfam.co.za for the course overview and booking form.

    Talk to Us

    Fill in the contact form or use the contact details below.

    Prestbury, Pietermaritzburg
    Kwazulu-Natal, 3201

    084 253 9005

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