retirement fund

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 ›

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 ›