Certified financial planner shares lessons we can take from the 2018 budget

In the personal finance feature, certified financial planner Paul Roelofse chats to #WeekendBreakfast host Phemelo Motene about the 2018 budget speech, and highlights some pros and cons.

Some thought was put into the process of delivering the budget speech but I’m drawing the line between the budget and a successful financial plan.

As a financial planner, you take people through a process to achieve certain things that are suitable for a particular situation, and the budget speech missed that mark.

It needed something that would have ignited us and taken us away from the timidity.

Paul Roelofse, certified financial planner

Click on the like below to hear Phemelo’s argument…


This article first appeared on 702 : Certified financial planner shares lessons we can take from the 2018 budget


Recommended

by NEWSROOM AI

CapeTalk welcomes all comments that are constructive, contribute to discussions in a meaningful manner and take stories forward.

However, we will NOT condone the following:

  • Racism (including offensive comments based on ethnicity and nationality)
  • Sexism
  • Homophobia
  • Religious intolerance
  • Cyber bullying
  • Hate speech
  • Derogatory language
  • Comments inciting violence.

We ask that your comments remain relevant to the articles they appear on and do not include general banter or conversation as this dilutes the effectiveness of the comments section.

We strive to make the CapeTalk community a safe and welcoming space for all.

CapeTalk reserves the right to: 1) remove any comments that do not follow the above guidelines; and, 2) ban users who repeatedly infringe the rules.

Should you find any comments upsetting or offensive you can also flag them and we will assess it against our guidelines.

CapeTalk is constantly reviewing its comments policy in order to create an environment conducive to constructive conversations.

Read More
[LISTEN] Creative parenting expert chats books, reading and kids

[LISTEN] Creative parenting expert chats books, reading and kids

In the parenting feature, creative parenting expert Nikki Bush chats about developing the theatre of the mind with books.

There are more pros than cons to teeth whitening explains dental hygienist

There are more pros than cons to teeth whitening explains dental hygienist

DentaI Hygienist at BettaSmile Colleen Gelman chats about the misconceptions associated with teeth whitening.

[LISTEN] I don’t feel 63 but my body does says actress Shaleen Surtie-Richards

[LISTEN] I don’t feel 63 but my body does says actress Shaleen Surtie-Richards

In the profile interview, actress Shaleen Surtie-Richards chats about the lack of jobs in SA & the issues surrounding her health.

Joint financial planning is a ‘no brainer’ says certified financial planner

Joint financial planning is a ‘no brainer’ says certified financial planner

Spouses should focus on building equitable portfolios wherever possible into the future says financial planner Paul Roelofse.

Political Desk: 'Finance minister did a bit of an ambulance job' #Budget2018

Political Desk: 'Finance minister did a bit of an ambulance job' #Budget2018

Director of the Rhodes Business School Professor Owen Skae explains why VAT a was logical decision but not a popular one.

'Next year they’re going to have to look at another VAT increase'

'Next year they’re going to have to look at another VAT increase'

Finance Minister Malusi Gigaba’s first Budget Speech is done and dusted. Bruce Whitfield interviews TaxTim cofounder Marc Sevitz.

Popular articles
[LISTEN] Van Breda's call to emergency services: 'My family and I were attacked'

[LISTEN] Van Breda's call to emergency services: 'My family and I were attacked'

The chilling call Henri van Breda made to emergency services on the night his mother, father and big brother were hacked to death.

Everything you know about success is (mostly) wrong

Everything you know about success is (mostly) wrong

Allon Raiz on “Barking up the Wrong Tree: The Surprising Science behind Why Everything You Know about Success Is (Mostly) Wrong”.

CT's desalinated water may have long-term health risks, scientists warn

CT's desalinated water may have long-term health risks, scientists warn

Desalination is not a risk-free solution to the water crisis and could have health implications, local experts have argued.

Hope Ramaphosa: Cyril never lifted a finger to me, he wouldn't beat a woman

Hope Ramaphosa: Cyril never lifted a finger to me, he wouldn't beat a woman

Cyril Ramaphosa's ex-wife says abuse allegations spread by EFF leader Julius Malema are an attempt to tarnish his reputation.

How does El Nino affect Western Cape province?

How does El Nino affect Western Cape province?

Professor William Landman explains what El Nino is and its effects on the coming seasons in the Western Cape.

Is Shakespeare still relevant to SA's school curriculum?

Is Shakespeare still relevant to SA's school curriculum?

How relevant is Shakespeare in SA's English literature which is written in a manner that no one speaks today?

3 reasons for the petrol price hike (and why it will hurt more than you think)

3 reasons for the petrol price hike (and why it will hurt more than you think)

Economist Dawie Roodt says that the petrol price hike is going to boost the cycle of inflation and force interest rates up.