financial planner

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 ›

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 ›

The new generation RA

As with anything requiring your signature, it is absolutely imperative that you understand what you are committing to when investing in a retirement annuity. In essence, there are two vastly different types of retirement annuities available to investors. Knowing and… Read More ›

The facts of life

In some cases, quite deservedly, life insurance products have been given a bad rap. An upshot of an industry plagued by over-zealous and oft-times perversely incentivised brokers flogging and churning policies despite the absence of proven financial need, the words… Read More ›

Money myths debunked

There are unfortunately many widely-held but utterly false beliefs about money which, if not debunked, will only serve to propagate the cycles of debt, poverty and problems of an under-saved nation. In fact, the initial step in good financial literacy… Read More ›