Your trusted partner in finance & planning
Janet Hugo looks after your investment planning so that you can look after your family
What matters most to you?
I assist with their finances
Successfully planning your financial future doesn’t just stop at the individual. Too often that is the attitude of the financial services industry. I’m here to change that.
Janet speaking with NinetyOne on Women & Investing
My approach is family centric
THREE PILLARS OF SUPPORT
Joint Income Financial Solutions
- Structure your incomes
- Create working budgets
- Manage investment portfolios
Family Financial Solutions
- Long term financial planning
- Education fund structuring
- Comprehensive approach
Primary Earner Financial Solutions
- Estate planning
- Budget structuring
- Short to long term inves†ments
Safeguarding
your future
A failure to plan for your financial future can leave you in the lurch. I have had this experience and learnt from it, and want you to be able to benefit. Let me ensure you’re set up for your future.
01
From housewife to Financial Planner
About 15 years ago, I was a stay at home mom. Although I was active in my husband’s investment management business, I had no source of my own income and it started to worry me.
02
A dreaded disease
I have learned that planning for a dreaded disease event and experiencing it as a family are very different things.
03
Importance of Estate Planning
I really believe that having your affairs in order is one of the last acts of love you can do for the people you leave behind.
I created this platform to share resources, experience and knowledge to give you a financial starting point
Financial Planning Insights
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Contact Janet
Locations
- 145 West Street,
Sandton,
Gauteng
- 25 Protea Rd, Claremont, Cape Town
- 9 Mitchell Street,
Hermanus
Contact
Phone: 0861 888 987
Email: janet@sterlingwealth.co.za