Jacky Richardson

Enjoy the feel-good factor of a financial spring clean

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

I have over 20 years of industry experience, including working for one of South Africa’s largest financial service providers, where I supported over 250 clients across all wealth levels. I believe financial planning is for everyone - no matter the size of their savings or pension.

My holistic approach focuses on individuals and families, empowering them through education to set clear priorities, build confidence, and achieve their financial goals with a deeper understanding of their overall financial picture. I’m passionate about helping individuals and families of all wealth levels make informed decisions, mitigate overpaying tax through efficient strategies, and build confidence in their financial future.

My focus is on education, clarity, and empowering clients to achieve lasting financial wellbeing.