Matt Lombard - Financial Planner

17/01/2024

As the new year is back in full swing, it's the perfect time to set the stage for your financial journey. 💰✨ Whether you're dreaming of a comfortable retirement, planning a dream vacation, or building an emergency fund, setting clear financial goals is the key to turning your aspirations into reality.

🎯 Why Set Financial Goals?
Setting goals provides a roadmap to your financial success. It helps you prioritize, stay focused, and make informed decisions. From short-term wins to long-term achievements, each goal brings you one step closer to financial freedom.

📈 Steps to Success:

1) Reflect: Take a moment to assess your current financial situation. What are your strengths, weaknesses, opportunities, and threats?

2) Define Goals: Be specific about what you want to achieve. Whether it's saving a certain amount, paying off debt, or investing for growth, clarity is key.

3) Create a Plan: Break down your goals into actionable steps. A well-thought-out plan makes the journey more manageable.

4) Stay Accountable: Share your goals with someone you trust or consider working with a financial planner. Accountability enhances your commitment.

5) Adapt & Celebrate: Life is dynamic. Be flexible in adjusting your plan when needed. Celebrate milestones, no matter how small.

💡 How Can I Help?
As a financial planner, I'm here to guide you on your financial journey. Let's work together to create a personalized plan that aligns with your goals, turning your financial dreams into achievable milestones.

09/01/2024

Wishing you a blessed 2024!

As I look back on the past year, my heart is overflowing with gratitude. I had the privilege of marrying the woman of my dreams, expanding my amazing family, friendships that have grown stronger and being blessed with the best clients who have made my professional journey a fulfilling one.

To everyone who has been a part of my journey, thank you for the love, support, and unforgettable moments. Here's to the memories created, the challenges overcome, and the growth experienced. I'm excited for the adventures and challenges that lie ahead in 2024!

07/11/2023

Have certain life events or circumstances changed in your life this year?

This could be buying a house, starting a new job, starting a business, getting engaged or married and having kids etc.

If so, I can't express more how vitally important it is getting a holistic financial plan in place if you have not taken some time to do so.

26/01/2023

Needing to SAVE ON PAYING TAX before the financial year end???

A reminder that there is still an opportunity to reduce your taxable income by making a lump sum contribution to your retirement annuity.
This can be a great way to save for your future and lower your taxes at the same time.
However, time is running out to make this contribution before the END OF FEBRUARY. Please note that this window is closing soon, so it's important to act now if you're interested in taking advantage of this opportunity.
If you have any questions or need assistance with this process, please don't hesitate to contact me.
I'm here to help and happy to assist you in any way I can.

13/01/2023

I want to take a moment to wish everyone has a fantastic 2023, achieving new levels of success despite what challenges we may face.

“Coming together is the beginning, keeping together is progress and working together is success” ~ Henry Ford

25/10/2022

Sometimes pictures do say a lot more than words.

24/10/2022

Need to pay less tax on your income?

We all know to well what the South African government is doing with the majority of the tax payers money. We need to take full advantage of all the legal systems in place to reduce the tax strains as much as possible and build towards our own financial security.

If you’re wanting to find out more or have any questions feel free to send me an email at [email protected]

Renowned economist Dawie Roodt advised people to make use of every possible loophole to pay as little tax as possible in South Africa.

18/10/2022

Food for thought for the day.

Protecting your salary is the most comprehensive cover one can have☝️which pays you out on both temporary and permanent illness or disability at an annual increase. In the event of your case being permanent this can pay out for the rest of your life.

17/10/2022

The only thing I like about tax is assisting people in paying LESS tax on their income which also results in SARS paying you.

The 2022 Individual Filing Season is closing earlier than usual.

13/10/2022