UPEOPLE - RECRUITMENT

SOCIAL RESPONSIBILITY

financial advice

NEED FINANCIAL ADVICE?

It is quoted that the 3 most stressful changes in one’s life are divorce, moving house and changing jobs.

At Upeople, we try to assist you with the “changing jobs” transition - because all too often one forgets the impact that this may have of one’s personal life, which includes your financial affairs.

Thoughts of your current financial situation (apart from the improved take home pay) are far outweighed by the excitement of the impending new challenges that lie ahead in your new position.

For this, we have aligned our commitment to you with Consolidated, an authorised financial planning business that provides professional and independent advice to assist you in tailoring a financial plan to your specific lifestyle goals and needs, which include:

Retirement Planning
Investment Planning
Tax Planning
Estate Planning
Risk Planning

FEATURED POSITIONS


1.	FINANCIAL MARKETS TRAINER
	High class practical delivery of financial markets training, for the Middle East and Africa.Opportunity to travel and work with clients across London, New York and Asia training centres.
More Informationblank apply


2.	Financial Planning Coach
	The candidate will be required to have specialist skills in legal/technical financial planning questions. As such, the candidate should have a minimum of an LL.B. qualification and a CFP certification.
More Informationblank apply

A few questions that you might require some guidance or clarity on during your transition period could include:

How do I ensure that I don’t lose a substantial portion of my existing retirement savings to tax when changing jobs?
Where should I invest my existing retirement savings in the current economic climate?
How can I invest my increased earnings and pay less tax?
Am I contributing sufficient funds to my retirement savings to enable me to maintain my current lifestyle in retirement?

With the life changing events that you are currently experiencing, it is imperative to obtain financial advice. Speak to a certified financial planner who can assist you in making the right decisions to impact your financial future positively.

Would you like to be contacted in this regard?

Name:
Email Address:

Alternatively please contact Bonny Lledo on Bonny@upeople.co.za or Laetitia Coetzee on Laetitia.coetzee@consolidated.co.za for further assistance.