Feature: The Big Money Bucket List

What is on your big money bucket list? This is another article I was featured in, in Balanced Life Mag.

According to a survey conducted by World Wide Worx from 2018–2019, 43% of South Africans are saving towards some kind of financial goal, with the most common goal for under-35s being a car, among other big purchases such as property and education. And if you haven’t already, there’s no better time than the present to join them.

But where to begin? ‘Have a comprehensive financial plan done with a qualified financial planner,’ suggests Sonja Linde, a certified financial planner at InSync Financial Services. ‘This will help you set goals and determine which milestones you would like to reach first. Make a monthly commitment to address these milestones, and stick to it,’ she continues. She also notes the importance of reviewing this plan on a regular basis, as circumstances change, so that the goals are still
applicable to you.

About the author

Sonja Linde is a CERTIFIED FINANCIAL PLANNER ® with an advanced Postgraduate Diploma in Financial Planning from the University of the Free State. Sonja has accumulated extensive experience in the financial services industry through the past 20+ years in various roles in the industry.

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