Financial Planning

Cause for concern

In tough economic times, those in already-tenuous financial positions can experience heightened anxiety which in turn can intensify financial tension between couples and other members of the family. Whilst most people tend to worry about money from time-to-time, there are… Read More ›

A day in the life

Over the past two decades, the professional standards of the South African financial planning industry have continued to rise through the efforts of a number of niche fee-based practices. Together with the Financial Planning Institute of Southern African (FPI), a… Read More ›

Consumed

In his book, “Consumed: How markets corrupt children, infantilise adults and swallow citizens whole”, Benjamin Barber notes that capitalism requires us to ‘need’ all that it produces in order to survive. In doing so, capitalism has morphed from its origins… Read More ›

Don’t bank on it

Done correctly, retirement planning is a client-specific blend of finances, lifestyle goals, health status, life expectancy and investment assumptions. The retirement planning industry is rife with generalisations and rules-of-thumb which, if too quickly accepted as fact, can have dire consequences… Read More ›

The ride of your life

When planning our first expedition to the Okavango Delta and Caprivi Strip, our initial step was to consult the experts. Analysing the long and dusty route, understanding the costs and logistics, and knowing what to pack for the trip were… Read More ›