financial planner

You, me & money

Unsurprisingly, money trouble is one of the leading causes of divorce worldwide. In fact, here at home the latest Stats SA figures show that 44.4% of divorces were in respect of couples whose marriages lasted less than a decade. Finding… Read More ›

Winter is coming

Having been promised in May 2016 that South Africans will never again experience load shedding, many of us were caught off-guard when rolling blackouts struck last month. Escalating from stage 1 to stage 4 at lightning speed caught us equally… Read More ›

When life happens

It is an unfortunate misconception that the best time to find a financial adviser is once you have accumulated your wealth and are contemplating retirement. In fact, nothing could be further from the truth. Almost every significant life event has… Read More ›

Mind over matters

As improvements in medical science and technology allow us to live longer, incapacity – both physical and mental – is becoming a growing local and global problem. Contrary to popular misconception, dementia is not a normal part of aging, but… 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 ›

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 ›