Introductory Planning Tutorial – Just Starting Out

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Welcome to our Free Introductory Planning Tutorials.

These tutorials are designed to introduce you to the Financial Planning environment and give you some basic steps and guidance on how to make a structured start to planning your Financial Future.

The BIG benefits of doing this course are:

  • Firstly... Nobody is going to be pressuring you into buying some financial product. You can go through and learn at a pace that suites you, when it suites you.
  • The guidance given in these videos is completely unbiased and independent. As the presenter, I am not linked in any way to any of the Investment or Insurance Institutions in South Africa.
  • The tutorials are designed purely to help you get a much better understanding and perspective of what you need to know and understand in order to get you on the right track financially.
  • The tutorials are as short as possible and we hope, easy to understand.

In order to get the greatest benefit from the course, please follow the sequence of the tutorials as they are set out below.

We trust that you will enjoy the course and welcome any feedback you may have. In that way we can improve our offering for those that follow as well as possibly helping you during the process as well.

About the Author Dave Donnelly

I am a self confessed financial planning fanatic. When I am not building new courses for my clients or guiding clients through how best to Plan Financially for their lives I enjoy spending time with my kids on the beach or on our boat. Travelling and spending time with people to understand better what makes and constitutes success and reveals life's purpose to us all fascinates me.