PAUL LEONARD’S

RETIREMENT & WEALTH MANAGEMENT PODCAST FOR SOUTH AFRICANS

As retirement authority, Paul advised Algoa FM listeners about their money for 24 years

BOOK A SEAT
LET'S CHAT

PAUL LEONARD’S

RETIREMENT & WEALTH MANAGEMENT PODCAST FOR SOUTH AFRICANS

As retirement authority, Paul advised Algoa FM listeners about their money for 24 years

BOOK A SEAT
LET'S CHAT

Latest Podcasts

EVENTS

DATE TOPIC TIME PLACE BOOK
Tuesday 14 May 2019 REMARKABLE RETIREMENT.
(If you are retiring within the next 5 years then this talk is for you)
17h30 for 18h00 Citadel, 106 Park Drive, St Georges Park, PE
BOOK A SEAT
Tuesday 13 August 2019 REMARKABLE RETIREMENT.
(If you are retiring within the next 5 years then this talk is for you)
17h30 for 18h00 Citadel, 106 Park Drive, St Georges Park, PE
BOOK A SEAT
Tuesday 15 October 2019 REMARKABLE RETIREMENT.
(If you are retiring within the next 5 years then this talk is for you)
17h30 for 18h00 Citadel, 106 Park Drive, St Georges Park, PE
BOOK A SEAT
Tuesday 11 February 2020 REMARKABLE RETIREMENT.
(If you are retiring within the next 5 years then this talk is for you)
17h30 for 18h00 Citadel, 106 Park Drive, St Georges Park, PE
BOOK A SEAT

EVENTS

DATE TOPIC TIME PLACE BOOK
Tuesday 14 May 2019 REMARKABLE RETIREMENT.
(If you are retiring within the next 5 years then this talk is for you)
17h30 for 18h00 Citadel, 106 Park Drive, St Georges Park, PE
BOOK A SEAT
Tuesday 13 August 2019 REMARKABLE RETIREMENT.
(If you are retiring within the next 5 years then this talk is for you)
17h30 for 18h00 Citadel, 106 Park Drive, St Georges Park, PE
BOOK A SEAT
Tuesday 15 October 2019 REMARKABLE RETIREMENT.
(If you are retiring within the next 5 years then this talk is for you)
17h30 for 18h00 Citadel, 106 Park Drive, St Georges Park, PE
BOOK A SEAT
Tuesday 11 February 2020 REMARKABLE RETIREMENT.
(If you are retiring within the next 5 years then this talk is for you)
17h30 for 18h00 Citadel, 106 Park Drive, St Georges Park, PE
BOOK A SEAT

SERVICES (WHAT YOU CAN EXPECT IF YOU CLICK “LET’S CHAT”)

  1. We will have a chat on the phone
  2. If we think we can help you, we will meet and talk
  3. Where are you now on your financial journey?
  4. Where do you want to be?
  5. You will be given personalized recommendations
  6. Implement your customized strategy
  7. Regular one-on-one reviews and updates (Face to face locally. Skype or Face Time if at a distance or abroad)

WEALTH MANAGEMENT SERVICES:

  • Retirement Planning
  • Asset and Investment Management
  • Fiduciary Services
  • Private Client Securities
  • Foreign Exchange and Treasury
  • Offshore Structuring
  • Philanthropy

ABOUT PAUL LEONARD CFP®

Wealth management is my passion. Retirement is my speciality.

I have been in the financial planning and wealth management profession since 1992.

I am what’s called a “choice architect”. This simple illustration will explain what a “Choice Architect” is:
Imagine you are a doctor with patients who have been infected by a strange virus.
Scenario 1: A new experimental pill will give them an 80% chance of survival. Would you give your patients the pill?
Scenario 2: A new experimental pill will give them a 20% chance of dying. Would you give your patients the pill?
Scenarios 1 and 2 are exactly the same however the way the question was phrased changed the context. Context matters when making choices.
As a “choice architect” my job is to help create a context that makes it easy for my clients to make smart choices whether they are planning for retirement, at retirement or in retirement.

A lifelong learner, I’m passionate about helping people understand the principles of wealth management and financial planning, investing, saving and retiring. I pride myself on being able to make complicated concepts easy to understand and used this approach in my daily radio feature MONEY TALK on Algoa FM which was on air for 24 years from 1994 until 2018.

From a business perspective, I am particularly gratified that the financial planning business I founded in 1999 went on to merge with Consolidated Financial Planning in 2009 and was bought by CITADEL in 2016 to become the group’s Port Elizabeth office. My financial planning practice was the first in SA to be certified in terms of the ISO9001/2000 international operating standards.

I am also proud to have been nominated as a Financial Planner of the Year finalist on five occasions and to have won the coveted FPI Media Award in 2012.

Get in touch!

Need More Help?

Request Advice