Sunél’s Blog

Sunél's Blog | What I wish I had known
By
Sunél Veldtman, | 24 May 2024

What I would want my daughter to know is that there is no perfect way. I’d like her to believe in herself, to trust herself, and to have faith that whatever happens, she has the resources and resilience to make it work. 

Sunél's Blog | It's not you
By
Sunél Veldtman, | 17 May 2024

Many of us are struggling to keep up with and navigate the chaos of the post-pandemic world. You are not alone in feeling overwhelmed and exhausted. Leaning into the unknown, embracing diversity, flexibility and empathy can protect more than just our portfolios. 

Sunél's Blog | What role does luck play in planning
By
Sunél Veldtman, | 10 May 2024

Luck plays a role in the financial outcomes of individuals. Your base case financial plan should never hinge on only one asset, one should always diversify against the impact of luck.

Sunél's Blog | Planning for meaningful transitions
By
Sunél Veldtman, | 03 May 2024

It is not unusual for people in midlife to rethink their lives. In my experience, it has become the norm rather than the exception. There are many reasons for this phenomenon. Few people last in corporate beyond fifty due to the high (and often unreasonable) demands. While some can afford to retire, others need to reinvent themselves and do something else for another decade or two.

Sunél's Blog | What matters most
By
Sunél Veldtman, | 26 April 2024

Investments are the easy stuff. Although there is a lot of skill involved in good portfolio construction. As regulations change constantly and present us with ever more disorientating and bewildering arrays of product offerings available to clients; Sunel believes that the most value she can add is by helping clients focus on what they can control. Helping clients navigate  sometimes painful life choices, which can ultimately affects their portfolios. 

Sunél's Blog | Conducting wealth: the art of orchestrating your financial life
By
Sunél Veldtman, | 19 April 2024

The masterful conducting of a beautiful symphony can be likened to the process of holistic financial planning. A good conductor and composer must know enough about music and individual instruments to produce a symphony. Much like a successful financial planner who needs to have the ability to look at client’s affairs holistically, while considering all the distinct aspects of financial planning, which requires complex problem solving skills and a working knowledge of many different financial fields.