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Transcript

Financial Planning

Closing

and why work with me?

Who is your FA?

- Notsile Dube

- Bsc, Msc Applied Mathematics and Computer Science

- MA Economics

-Family of 5 (mom,dad, 2 brothers)

- Financial Advisor

- Author ("Life of an African in Russia")

Let me tell you a short story ...

Notsile

- 13 yrs in RU

- employed at 25

Job

Side

-13%

R25 000

R54 000

R46 980 + R25 000

R71 980

Good Days

Business

Employees

Home &

Personal

Investment (stocks)

R200 000

Covid-19

- lost my job

- Business at fixed cost

- Had to close down school

War

Bad days

- Investment went down 50%

- Spent R30k of the remaining ~ R100k on plane ticket

- Spent another R30k on teeth surgery (no medical aid)

-remains to pick myself up

Retrenched

Bankrupt

No insurance

whatsoever

Conclusion

Medical crisis

Depression

No savings

Who I represent

5 problems in LIFE

Medical

Expenses

Inflation

and

Taxes

Dying too soon

LIFE

5 Problems in life

Living

too

Long

Loss

of Income

Planning

5 Action Steps

Action Steps

Closing

1. Any questions?

II. When can we schedule our second meeting?

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