Financial Planning Statistics
Real data showcasing the impact of comprehensive financial planning on South African families and individuals. These metrics demonstrate our commitment to measurable financial outcomes.
Of our clients achieve their primary financial goals within the first 18 months of implementing our structured planning approach. This includes debt reduction, emergency fund establishment, and investment portfolio growth.
Average increase in net worth for clients who maintain our comprehensive planning program for three years or more. This figure accounts for inflation and market variations across different economic cycles.
Average debt reduction achieved by clients in their first year through strategic debt consolidation, budget optimization, and targeted payment strategies tailored to South African financial markets.
Average annual portfolio returns achieved through our diversified investment strategies, significantly outperforming traditional savings accounts and many managed funds over the past five years.
Market Performance Trends
Our analysis of South African financial markets reveals key patterns that inform our strategic planning approach. These trends help us position our clients for long-term success.
Five-Year Growth Analysis
Property Investment Recovery
South African property markets showed resilience with 8.2% growth in 2023, recovering from pandemic lows. Our clients benefited from strategic property acquisition timing.
JSE Performance Patterns
Despite volatility, diversified portfolios maintained steady growth. Resource stocks particularly benefited from global demand, contributing to overall portfolio stability.
Interest Rate Impact
Rising interest rates created opportunities in fixed-income investments while affecting mortgage strategies. We adjusted client portfolios accordingly to maximize benefits.
Comparative Analysis
How our structured financial planning approach compares to traditional banking products and self-managed investments in the South African market over the past three years.
Traditional Banking
Average annual returns from standard savings accounts and fixed deposits. While safe, these options often fail to beat inflation, resulting in diminished purchasing power over time.
Mentrixa Drifa Planning
Our comprehensive approach combining strategic investments, tax optimization, and active portfolio management delivers superior returns while managing risk appropriately for each client's situation.
Self-Managed
Average returns for individuals managing their own investment portfolios. While higher than bank products, often lacks diversification and professional risk management strategies.