Peering Into The Thoughts Of A Young Financial Planner

Peering Into The Thoughts Of A Young Financial Planner

I recall a time almost three years ago when I went for my first official job interview, I say official because my first job was as a glorified promoter which was advertised on a reputable job placement website as a “Sales Executive”. The night before my first official interview I was a nervous wreck, I shared my thoughts with a close friend of mine and she insisted I would do just fine.
Fast forward to the interview, ill-preparation coupled with a mild speech impediment would almost prove to be downfall, however if it wasn’t for my lie through gritted teeth that I want to be revered as a financial services industry pioneer – a line I had rehearsed to perfection the morning prior to the interview in front of the mirror, I probably not would have landed my first job as a financial planner.

Looking back to that moment and how far I have come since, it’s hard to imagine that I’ve carved my still-infant career from a simple lie…a lie that has gone on to become my sole career creed and bond. I must say that being thrust into financial planning swiftly after the completion of my studies was a daunting experience at first but having wetted my feet and still managed to hop out of the pool to trod on razor sharp grass blades and still retain the lust of being a talisman in this industry, I’ve come to the realisation that this is where I want to be, without a doubt.

To be continued…

By RJ Chauke

Required Documentation

Required Documentation

Source documents required to enter into a transaction with you;

  • Proof of identity – we require a copy of your ID or a copy of a valid passport
  • Proof of residential address – we require proof of your residential address (not older than three months)
  • Tax number

Please ensure that all documents sent clearly reflect your name, residential address and issue date.

  • Ngobese &  Associates Broker  Disclosure (can be found on our website)
  • Client consent form (can be found on our website)

Please visit our website for more information: www.ngobese.com

Welcome

Welcome

We are already half way towards the end of January 2017. Shortly will be asking what happened to the year. Nonetheless, I wish to take this opportunity in wishing you a fantastic 2017, may it be a year of abundance in all spheres of your life.

Ngobese and Associates, towards the end of 2016 has been tirelessly working through our new corporate logo as you might have noticed. We are very excited to introduce and present our new logo. To us it represents and stands for versatility, commitment and flexibility, but above all we wanted a logo that our clients can proudly identify with.

Furthermore, Ngobese and Associates website has been undergoing construction and is now up and running. This was another project we got involved in early 2016, but got delayed due to re-establishing our logo. We therefore are very proud of what we have achieved. We wish to encourage you to visit the website on a regular basis, it will be loaded with useful information.

In 2017, we intend to be more interactive and deliberately in contact with you. We would be bringing, you, relevant news that affect both the Financial industry our client’s financial wellbeing. So, you are encouraged to check our website on a regular basis. We also would love to hear from you, it could be a simple feedback, comments, compliments or complaints – let us know.