Finances and financial planning for freelancers

22 Jul 2017 at 08:30 to 13:00
Accolades Boutique Venue, 72 Dale Rd, President Park AH, Midrand
PEG Gauteng
Event Details

Focus: The workshop will focus on three key areas: financial planning, tax and bookkeeping. All three areas affect your budgeting, which affects your cash flow. So please come prepared with your laptop, financials, financial goals and questions.

Date: Saturday, 22 July 2017

Time: Registration at 8.30;  Workshop sessions: 09:00 to 13:00

Place: Accolades Boutique Venue, 72 Dale Rd, President Park AH, Midrand

Presenters: Jason Appel, Maryanne Leicher and Adriaan Basson

About the presenters

Jason Appel is a Certified Financial Planner® with a BCom (Finance) and BCom Honours (Financial Planning) from the University of Johannesburg. He obtained an Advanced Diploma in Estate Planning from the University of the Free State and has been working as a retirement specialist at Chartered Wealth Solutions for the past six years.

Chartered Wealth Solutions believes that you retire to something and not from something. Very few freelancers and, more specifically, language practitioners truly retire from what they do. The question is: have you planned for where you want to be financially in the next five, ten or 30 years? 

Does your current budget reflect your financial goals and are you being a good custodian of your finances? Being on time and accurate with your provisional and annual tax returns can save you money (by avoiding penalties) and help you budget for what is due to SARS.

To assist us in gaining practical insight into submitting provisional and annual tax returns is Maryanne Leicher. Maryanne is a financial planner with Chartered Wealth Solutions. She decided to become a financial planner after eight years’ auditing and banking experience. She believes that the combination of her skills and knowledge in finances, tax and financial planning feeds her passion for helping others.

Another person who finds joy in assisting others in growing their businesses is Adriaan Basson. He is a director at Sentera, an accounting firm. He actively pursues the latest technology in his field and will be sharing simple bookkeeping and accounting principles as well as the technology that is currently available for accurate bookkeeping. Adriaan will share how to maintain proper accounting records, remain tax compliant and manage your cash flow.

Finances and financial planning questions

Attendees are welcome to send any questions about finances and financial planning beforehand to the Gauteng Branch Committee, for our speakers’ attention. The speakers will then incorporate your queries into their presentations and address any complex questions.

Questions must be received by Wednesday, 19 July 2017. Please send your questions to Benita Bohnen (

PEG guides

The following guides will be on sale at the workshop:

  • The business of editing: The PEG guide to setting up and running your small business (second edition) by Jill Bishop, John Linnegar and Linda Pretorius – R50
  • Marketing your freelance services: The PEG guide for practitioners by John Linnegar with Jenny de Wet and Lia Marus – R70


The price of the workshop, including refreshments (not lunch), is:

Affiliation Early-bird registration fee< br/>(before or on 14 July 2017) Registration fee
(before or on 19 July 2017)
PEG members



LAMP members



Non-affiliated members



To book your place, please complete the registration form and return it along with proof of payment to Ellyn Barry at by Friday, 14 July 2017 (early-bird rate) or by Wednesday, 19 July 2017 (normal rate). Please include information on any dietary requirements in your email to Ellyn.

Make use of the early-bird special: save money and secure your spot for this workshop by registering early!