Milan Naik
Executive Financial Planner
Certified Financial Planner CFP®
BComm Risk Management
BComm Risk Management
Sheri Singh
Assistant to Milan Naik
+27 11 432 0567
Social and spiritual capital
When we talk about building wealth, we almost exclusively talk about money. We track our investment returns, our property values, and our retirement accounts. We measure our success by the size of our balance sheets. But perhaps true wealth cannot be measured by a single metric. We could potentially consider three distinct types of capital: […]
Long-term plans need short-term protection
Imagine you have been diligently saving for a milestone family holiday. You have carved out the time, set aside the capital, and prioritised your “Return on Memories.” But out of nowhere, a severe storm damages your roof, or a burst geyser floods your kitchen. It’s not nice to think about, but… it could happen. When […]
The new retirementality
For decades, many of us have been sold a very specific version of retirement. We are culturally conditioned to believe that at a certain age, we should step away from our careers, retreat from the world, and live out a permanent, quiet holiday. But as medical treatment improves and lifestyles become more intentional, this traditional […]