Understand Everything About Investments


Financial Coaching: Understand Everything about Investments


The coaching is available face-to-face or online. The coaching programme is available to individuals, couples, groups and at corporate level for employee wellness programmes. The programme can be made applicable to personal finances or small to medium businesses. The programme is made practical for the client to apply in her / his personal situation. Duration of a session / module is 60 – 90 minutes.

Objectives of the Financial Coaching Programme:

  • Coach the participants to become financially independent
  • Coach the participants on how to build wealth
  • Understanding the financial world, financial terms and principles
  • To manage finances more effectively
  • To make better financial decisions
  • To set financial goals and draft a financial plan
  • Although I share knowledge, tips and principles, I also make everything practical to help participants to apply the knowledge
  • My biggest objective is to enable the participants to help themselves

What will you learn from this module:

  • Risk and Return
  • Liquidity and Investment Periods
  • What is your Risk Profile
  • Which investment options should your risk profile
  • Investment options – cash, shares, bonds, unit trusts, properties
  • Understand different funds
  • Understand the financial markets and how to analyse it

For more information about the module, contact Ronel – ronel@physeqfit.co.za


There are no reviews yet.

Be the first to review “Understand Everything About Investments”

Your email address will not be published. Required fields are marked *

2 × two =

This site uses Akismet to reduce spam. Learn how your comment data is processed.