We had just moved to Cape Town and discovered we had another baby on the way. We realised that although we had planned on a two bedroom apartment, we were going to need a bigger home and a second car. At the same time, our children’s education is really important to us.

The team at LifeCheq came up with a plan tailored to our goals that helped us consider the trade-offs in the imminent future – new car and home – without giving up the important things longer term – like our children’s education and the lifestyle we want down the line. More than that, they showed us how we can get to do some things we would love to but had thrown out of the window – like take a family holiday before the baby comes.

Our LifeCheq plan has taken the guesswork – and the arguing – out of our discussions about our family finances!

I’d been a registered professional for 7 years when I realised that my financial life was a bit of a mess. I was sold a bunch of products when I first started out and I’d never really had time to look into. With me looking to study further in the next few years, I really needed an overhaul of my financial life and wanted to set myself up for the future while moving into a bigger place and doing a lot more international travel.

LifeCheq designed a personalised plan just for me, focused on linking my near term goals and my longer term aspirations. So I got a step by step guide on how to go on two trips a year, while paying for a new apartment and considering the optimal timeframe for me to further my studies. What I liked most was that the team considered my lifestyle goals too, and therefore they understood what I want to get out of life. Now I feel like I have a grasp of my financial life and how it can be directed to help me get there.

My daughter had just turned 2 when I decided that I wanted to go out on my own and start my practice. After a couple of years, I started to wonder if I was making the most efficient use of my time and resources in the practice while providing her with a quality education. I also recognized the fact that we had sacrificed a lot in getting my practice up and running, so I was keen to upgrade everything - our house, our car and travel more.

When I presented this to LifeCheq, it was all quite muddled up in my mind; I had no idea how I would achieve these goals and what the implications would be on my business beyond making more money! Fortunately the team at LifeCheq captured my goals accurately, and helped me to see how they could be achieved. Beyond that, I got to plan for my longer term lifestyle desires which are really important to me.

We had just moved to Cape Town and discovered we had another baby on the way. We realised that although we had planned on a two bedroom apartment, we were going to need a bigger home and a second car. At the same time, our children’s education is really important to us.

The team at LifeCheq came up with a plan tailored to our goals that helped us consider the trade-offs in the imminent future – new car and home – without giving up the important things longer term – like our children’s education and the lifestyle we want down the line. More than that, they showed us how we can get to do some things we would love to but had thrown out of the window – like take a family holiday before the baby comes.

Our LifeCheq plan has taken the guesswork – and the arguing – out of our discussions about our family finances!

I’d been a registered professional for 7 years when I realised that my financial life was a bit of a mess. I was sold a bunch of products when I first started out and I’d never really had time to look into. With me looking to study further in the next few years, I really needed an overhaul of my financial life and wanted to set myself up for the future while moving into a bigger place and doing a lot more international travel.

LifeCheq designed a personalised plan just for me, focused on linking my near term goals and my longer term aspirations. So I got a step by step guide on how to go on two trips a year, while paying for a new apartment and considering the optimal timeframe for me to further my studies. What I liked most was that the team considered my lifestyle goals too, and therefore they understood what I want to get out of life. Now I feel like I have a grasp of my financial life and how it can be directed to help me get there.

My daughter had just turned 2 when I decided that I wanted to go out on my own and start my practice. After a couple of years, I started to wonder if I was making the most efficient use of my time and resources in the practice while providing her with a quality education. I also recognized the fact that we had sacrificed a lot in getting my practice up and running, so I was keen to upgrade everything - our house, our car and travel more.

When I presented this to LifeCheq, it was all quite muddled up in my mind; I had no idea how I would achieve these goals and what the implications would be on my business beyond making more money! Fortunately the team at LifeCheq captured my goals accurately, and helped me to see how they could be achieved. Beyond that, I got to plan for my longer term lifestyle desires which are really important to me.