Archives of Financial Planning

Buy and sell agreements: What is it? Why do you need it? How do you get it? – Chanelle Taylor (Director, Cornerstone Financial Planning) 2020 has sadly seen many businesses suffer and close down, but it has also resulted in the emergence of highly innovative start-ups that are disrupting almost every industry in the world.  Many […]

Nearly 100 000 traumatic brain injuries are reported in SA every month – what if it happened to you? – Chanelle Taylor (Director, Cornerstone Financial Planning) March is World Head Injury Awareness month and during this month most healthcare providers aim to raise awareness around head injuries, mainly focussing on prevention and treatment.  With nearly 100 000 traumatic […]

How to be financially smart this festive season & avoid the dreaded Januworry – Chanelle Taylor (Director, Cornerstone Financial Planning) With less than a month to Christmas, the festive season is officially in full swing. For many, this means lights, family, good food and above all, shopping! It’s the latter part of the festive season that […]

Spring clean your finances this September – Chanelle Taylor (Director, Cornerstone Financial Planning) Spring is finally here and for many, it’s synonymous with new beginnings, fresh challenges and positive changes. In the spirit of Spring, we have compiled some great ways to spring clean your finances for a happier, healthier and financially free you. Review your […]

Estate planning principles, part 1: Having the uncomfortable talk about death and dealing with other emotional blocks surrounding estate planning – Chanelle Taylor (Director, Cornerstone Financial Planning) Do you break out in a cold sweat when discussing your will? Can’t bear to think about whether there will be enough money to live on if your spouse […]

Income protector, severe illness cover and other risk products that the COVID-19 pandemic has forced everyone to reconsider – Chanelle Taylor (Director, Cornerstone Financial Planning) Nothing makes you aware of your own mortality quite like a global pandemic that has already taken the lives of thousands. As devastating and heart-breaking as this whole event has been, […]

Financial wellness resolutions for 2020 – 5 goals you should pursue this year and how to achieve them – Chanelle Taylor (Director, Cornerstone Financial Planning) From weight loss to travel plans, buying a house or starting a family, new year’s resolutions take every shape and form. Sadly, financial wellness rarely makes the list and Cornerstone Financial […]

The importance of a business succession plan – Chanelle Taylor (Director, Cornerstone Financial Planning) Small to medium enterprises (SMEs) are the heartbeat of our economy and every successful small business has a direct and positive effect on South Africa’s economic future. Every business owner needs a well-structured, expertly formulated succession plan to secure the company’s wellbeing […]