Financial Planning, Lifestyle Inspiration, Money Matters

A Fabulous Women’s Month Breakfast with @LibertyGroupSA

Womans month

Johannesburg – 28 July 2015.  I was recently invited to A Woman’s Month Breakfast hosted by Liberty at the serene The Marion on Nicol, in Sandton.  It was to join a group of truly amazing women, to eat together, to share and to learn, about making the best financial decisions for our futures and those of our families.

Within the group we were fortunate to have an enlightening and educational conversation with ladies who are experts in their fields. Each one of them sharing information and insights to help us inform our thinking and hopefully make sounds financial decisions. Here are highlights from the day:

dr-peil-3Dr Phillipa Peil – Chief Medical Officer at Liberty, highlighted the need for woman to invest in their health through making the right lifestyle choices, and ensuring that they have their regular checks, such as Pap smear in order to catch major disease early enough for life saving treatment to be effective.  Dr Philippa Peil shared some eye opening statistics about the types of diseases that are prevalent in woman in South Africa.  Most of these are preventable with the right lifestyle as well as early detection.

michelle-human-2Michelle, pointed out that financial decisions made in the midst of emotional entanglement can have serious ramifications later on.  I was interesting to learn that Not getting married and co-habit can bring challenges to your finances as the individuals might not have the protection afforded by law to those formally married, in the event of spousal death or separation.  This becomes even more of a challenge for woman, who can sometimes find themselves at the short end of the stick in these situations. Even for those getting married making choices around the type of marriage contract, in a clear level headed way taking into account future needs such as having children or buying property can be a protection.

boitumelo-mothoagaeBoitumelo, who has many years of experience as a qualified financial advisor focused the conversation on the benefits of a unique financial plan that takes into account your needs and goals as well as your earning level.  Especially for woman, who play different roles in their families and communities, they should consider having a financial plan which covers their unique needs. She also advocated quite strongly for woman to seek the help of a qualified financial advisor to help tailor the financial plan and point them in the right direction in order to attain financial freedom.
sanelisiwe-gantsho-1Sanelisiwe Gantsho – Liberty

Sanelisiwe who is an economist at Liberty broke down the myths and misinformation about what impacts the economy and the rand/dollar exchange and how these add pressure to the daily lives of people as they impact the price of food, shelter and transport.  She made a valid point about large interest bearing credit can be detrimental to your goals of financial independence as the interest you pay is influenced strongly by fluctuations interest rate hikes, which in turn impacts your disposable income and your ability to save sufficiently for your future. So getting rid of unnecessary debt is a priority.

The discussion later turned to my favourite topic of shoes, and I know I will not be able to afford the Christian Louboutin  I have been eyeing for years and still be able to put the midgets through school.

It was definitely a morning well spent said it was highly informative and a great way to start on Woman’s Month 2015. Thank you Liberty for a lovely morning.

I was certainly inspired to re-look at my financial goals, but also to find ways to share the financial education I am receiving with others so we can grow together. So at least once a month I will be featuring a segment on financial health and wealth management.

 I would love to get you feedback, please comment below

Take care

Portia Lindi 


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  • Reply Zuki

    Whenever I hear “large interest bearing credit”, guilty conscious hits me. We need these reminders in this life. Thank you so much for sharing

    August 14, 2015 at 11:09 am
    • Reply lindiwem

      It applies to all of us my dear we ave to do things differently so that our kids can have a different future

      August 14, 2015 at 1:17 pm
  • Reply The Trophy WifeStyle

    Sounds like this was a pretty great breakfast! It’s always awesome to be around motivational people

    September 2, 2015 at 4:18 pm
    • Reply admin

      Hi there yes it was especially other women who are accomplished in their fields always excites me. Thank you so much for stopping by 🙂

      September 2, 2015 at 4:42 pm
  • Reply Jennifer C.

    Sounds like it was such a great breakfast, what a learning experience!

    September 3, 2015 at 3:31 am
    • Reply admin

      It certainly was Jennifer it has made me more cautious about spending and start looking at proper financial planning and saving

      September 4, 2015 at 5:20 pm
  • Reply Heather

    Sounds so interesting. I think my finances need a makeover.

    September 4, 2015 at 7:50 am
    • Reply admin

      I felt exactly the same way Heather you realise how much you still have to do in terms of proper financial planning

      September 4, 2015 at 5:19 pm
  • Reply Mariam

    I am good at saving I always plan ahead .My motto is: if you don’t have it don’t spend it.

    September 5, 2015 at 5:54 pm
    • Reply admin

      That is a great Mariam thanks for sharing. It certainly makes a difference in ensuring that you have financial freedom one day

      September 5, 2015 at 6:58 pm

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