Siraj Hartley - Financial Advisor

08/01/2024

📢 This just in... You can now join the gym with Vitality, save 75% on your monthly gym fees, and score an amazing flat activation fee of only R499. All in a few taps in the Discovery app!
Contact me to learn more.
0747730137

30/11/2023

Take control of your legacy and get your will drafted for free today.


Contact: 0747730137

11/10/2023

I will create a customised financial plan that will meet your needs at no cost.
Contact me now and let’s get going.
0747730137

23/07/2020

Retrenchment Tip:

“Get independent financial advice on your severance and retirement benefits

The retirement funding industry is enormously complex, so find a trusted financial advisor to help you decide what to do with your severance package and your retirement benefits, bearing in mind that there may be tax consequences should you elect to withdraw your money. Although capital preservation is always first prize, your financial circumstances may require that you access some of the money.”

Steps you can actively take to protect your financial position and chart a way forward.

11/05/2020

Coming amid the Coronavirus pandemic shutdown in South Africa, you may not have paid as much attention to the recent interest rate cuts by the South African Reserve Bank (SARB) as you would have under more normal conditions. The two cuts, totaling a substantial 2.00%, took the economy’s base inter...

28/04/2020

#1 Dont cancel your insurance

While Covid-19 continues to fundamentally disrupt the world and our way of life, there are some financial mistakes we should all try to avoid.

02/04/2020

During this period, im happy to make time to review your financial portfolios and assist in reviewing your monthly life cover, dread disease and disability cover expenses...

DM me to arrange a time for a telephonic discussion.

28/11/2019

If you feel like you’re paying too much for you car and household short term insurance, i am happy to offer you a comparative quote...

Please message me.

27/11/2019

“Why do you need to bother learning this? Because, in the world of financial education, there are fundamental principles that are impossible to omit when we’re talking about money and investing. These conversations always begin with the almighty personal financial statement: the income statement, the balance sheet, and the statement of cash flow.”

The fundamental tool required to manage your money is the personal financial statement. Download a personal financial statement worksheet for your personal use.