last will and testament

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 ›