"The most difficult thing is the decision to act, the rest is merely tenacity."
- Amelia Earhart -
Financial planning is a journey. Let's go on this journey together.
THE MOST IMPORTANT INVESTMENT DECISION YOU’LL EVER MAKE IS THE DECISION TO START.
Be prepared though. It’s a long journey, often into uncharted territory. There will be ups and downs, summits and setbacks and sometimes detours. That’s why you need a guide. Someone who has often travelled this path and can help you reach your investment destination with the maximum profit and the minimum risk.
That’s your goal. My goal is to get you there, and to achieve that objective I will undertake to understand you, your personality – for example are you conservative or a risk-taker? – and assist you in the financial planning process by creating objectives, assessing assets and resources, estimating future financial needs, and setting out plans for you to achieve that financial goal.
Together, let’s start your investment journey by partnering and providing you with the information and tools you need to move in the right direction to achieve your investment goals for a stable future and improved financial status.
Together, let’s take that all-important first step.
Carina Knill is a registered and accredited Financial Planner and has a BComm Accounting and BComm Honors Degree in Financial Management.
"Most people don't plan to fail, they fail to plan."
- John L Beckley -
Independent advice on all your risk protection, fiduciary and investment planning needs
"Success is nothing more than a few simple disciplines, practiced every day."
– Jim Rohn -
What my clients have to say about me
Carina is always on call for financial guidance and always gives honest and relevant advice. She will go the extra mile and always makes herself available personally for any queries. She will go out of her way to obtain financial information on products, laws, etc that may be relevant to her clients.
- Ruby Padotan
Carina assisted me with my strategic financial plan, which included managing my complete portfolio. Carina assisted me in many different financial aspects: Investments, retirement planning, income protection planning, estate planning and wealth planning. Carina's knowledge and honesty have been very much appreciated.
- J Kotze
Carina does not come across as a broker that is trying to sell you a product, but truly as someone with the clients’ best interest at heart. She has in the last year assisted us with short-term insurance, life policies and long term investment advice. I can gladly recommend her for providing financial advice for any individual at any stage of their life.
- Johan Bezuidenhout
I have found Carina Knill to be very professional in dealing with all my financial planning matters, ranging from Investments, Life cover, Tax information and our Wills. She always has my best interest at heart. I would, and have, recommend her to anybody.
- Richard Andriessen
Truly professional service. Carina seems to be on top of her game. Continually keeping her clients updated on new products and opportunities. Very impressed
- Donald Hicks
"A goal without a plan is just a wish."
- Antoine de Saint-Exupery -