Rich Ideas Group

Independent fee based financial planners, @terencetobin & @loompies. Financial Planning First; not Product Sales.

[Terence CFP® ~ Financial Planning Not Policy Sales @terencetobin]

At @richideasza we help a lot of clients with offshore investments, up to R11m per year.

Generally we make use of an offshore endowment. This is a case by case basis, so these tweets are NOT ADVICE.

Some of the benefits of this product are...

[Terence CFP® ~ Financial Planning Not Policy Sales @terencetobin]

This week I was honoured to receive this amazing award by my peers in this amazing profession.

Thank you 🙏🏻

[Terence CFP® ~ Financial Planning Not Policy Sales @terencetobin]

@richideasza newsletter is being sent out soon. We are excited to share 30 practical tips to help parents raise financially responsible children as well as financial tips for new parents.  Are you on our list?

[Rich Ideas Group @richideasza]

Welcome to 2024.

Are you a Discovery Vitality member and a client of Rich Ideas?

Send us an email to get this wonderful guide on how to get your Vitality status up to Diamond, without having to run 35 marathons, 365 gym visits and only eating lettuce.

[Terence CFP® ~ Financial Planning Not Policy Sales @terencetobin]

Next week @richideasza is sharing their Discovery Vitality get to Diamond status one pager with their clients.

Would you like a copy? Are you a client of @richideasza ?

[Rich Ideas Group @richideasza]

Recently we helped a divorced mom with drafting her will and making plans for a testamentary trust.

She wanted to know, her ex would never get access to her daughter's inheritance.

Do you have the same concern? Can we help you?

[Terence CFP® ~ Financial Planning Not Policy Sales @terencetobin]

Tell them if you can.

Document if you can't.

Drafting your will is vital.

That is why I offer free will drafting services, DM for info.

[Rich Ideas Group @richideasza]

We offer a complementary consult, will drafted 100% to your wishes as well as an estate costs calculation.

DM with your name, surname, email and cell so we can help you. This is offered in person anywhere in SA or via Teams.

Don't let this important document undo your progress.

[Rich Ideas Group @richideasza]

We have noticed an alarming trend at the moment.

So many of you don't have valid and signed wills.

Before you wrap up for the year, let us help you with that, at no charge.

[Rich Ideas Group @richideasza]

Rich Ideas now has a WhatsApp Channel.

Click the following link to follow our updates and announcements.

https://t.co/4QaFl8sw4T

[Rich Ideas Group @richideasza]

We are proud to have @vNFerdi join our team of financial planning and advisory professionals.

He will be working closely with @terencetobin to add value to our client experiences.

[Rich Ideas Group @richideasza]

Are you estate ready?

Chat with @terencetobin and @Loompies.

[Rich Ideas Group @richideasza]

An extract from our latest client newsletter, going out this week. Are you an active client of @Loompies and @terencetobin ? Make sure you are signed up for this new, refreshed and valuable publication.

[Terence CFP® ~ Financial Planning Not Policy Sales @terencetobin]

Two ideas whilst having my coffee.

Next month personal income tax submissions open with SARS.

Do NOT accept auto assessments, get advice, they might be wrong.

Should you get a refund, take a portion to add to your investment portfolio and pay down debt.

Enjoy your Saturday.

[Rich Ideas Group @richideasza]

encourage anyone who has encountered any scammers to report this to us.

We will NEVER WhatsApp you to offer investments or any other instruments.

If insure, please contact us on 0115681338 or the FSCA directly.

[Rich Ideas Group @richideasza]

📢 𝗦𝗰𝗮𝗺𝗺𝗲𝗿 𝗔𝗹𝗲𝗿𝘁 📢

We would like to emphasize that people are claiming to be associated with Rich Ideas group and canvassing for deposits using our name and sharing our FSP Certificate.

We take such matters seriously, have reported this to the FSCA and

[Rich Ideas Group @richideasza]

Someone out there is trying to scam via WhatsApp and using Rich Ideas FSP certificate.

Please know that only Salomé Nel and Terence Tobin are authorised to give financial advice on behalf of Rich Ideas.

If you are not sure, contact us.

@fscasouthafrica @Loompies @terencetobin

[Rich Ideas Group @richideasza]

Now that we are in the second quarter of 2023, how are things with you?

Have you reviewed your plans and goals?

Do you follow the SMART framework and KISS?

Share your highlights and wins with us.