Get money healthy!

FREE 6 week course

Do my 6 week course on personal finances, including estate planning, tax and investing!

Cover your financial ends

And know what to ask for if you're looking for a financial advisor or insurance product

So, you’ve invested lots of money in the stock market, ETFs and cryptocurrencies – wonderful! But are you really as financially savvy and covered?  Have you covered all your ends? Are you sure you’re going to be okay in case something happens and that you’ll leave your kids with a legacy? In this 6 weeks we’ll look into:

  • Investing
  • Retirement
  • Risk
  • Tax
  • Cash flow
  • Estate Planning

What will you get?

Weekly Email, article and video

Weekly email with Frugal Thoughts, ideas and link to an exclusive article talking about the weekly topic

Weekly group Zoom call

Do a weekly group Zoom call with Frugal for 6 weeks

What will you learn?

Decide on your own financial goals

Tax Implications

  • Tax breaks
  • Options on paying less tax
  • Income tax

Are you covered?

  • Do you need life insurance?
  • Have retrenchment cover?
  • Medical aid

Going long term?

  • ETFs, stocks, bonds, crypto and property
  • Long term strategies
  • Diversification
  • Fees

Retirement plans

  • Starting retirement hobbies
  • Planning your retirement
  • Investing for retirement

Leave a legacy

  • Leaving a legacy
  • Having a file of life
  • A will and testament

Day to day

  • Budgeting
  • Using cash flow
  • Debt management

Note that this course will not give you financial advice. It will educate you to start asking the right questions about your personal finances. 

The aim is two fold – for you to be educated on what you can and should do yourself. Secondly, you can check your financial decisions with a specialist registered with the FSCA. By signing up, you will get more information about how personal finance things work – and will allow you to make better, educated decisions when speaking to a/your financial advisor, broker or insurer.