Sunél’s Blog

Sunél's Blog | It's not you
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
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
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
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
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. 

Sunél's Blog | What life is left
Sunél Veldtman, | 12 April 2024

Many push attending to important issues and relationships, such as family, friendships and health, to the end of their lives because they believe they will have more time and money to deal with these matters later. Do not put living meaningful and good lives on hold because of the assumption that there is life ahead of us. 

Don’t bank on a future, before you live fully because that future may not be guaranteed.