Managing your short-term needs


Whether it is the next holiday, your dream wedding or a deposit towards a new home that you have set your eyes on, it is important to manage your finances appropriately. Balancing one’s shorter-term needs with longer-term objectives, however, is a difficult juggling act for most people. It requires a plan and some discipline.

In this edition of our 2023 investment series, we unpack what it takes to manage your short-term needs by covering the following:

1. Understanding your monthly spend and surplus.

2. Setting up your budget.

3. Choosing products that support your goals.

To achieve your goal even sooner, redeem your Greenbacks into your investment account.


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Missed out on the previous knowledge-sharing sessions? Catch up here:

Part 1: Introducing our 2023 investment series

Part 2: Tax-free investments with Nedbank: Put your future in your hands

Part 3: Finance that lets you dream big

Part 4: Considering debt as part of your financial growth strategy


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