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Lessons from Covid-19 to boost your budget

21 January 2021

Reflecting on the year gone by, Brett Mackay, Investment Consultant at 10X Investments, discusses how we can adapt and evolve our budgets for 2021 using five key budgeting lessons forced on us by the Covid-19 pandemic.

Professional advice practices put their clients first

09 December 2020

The Financial Planning Institute of Southern Africa (FPI) has upped the ante for financial planning practices with the introduction of a FPI Professional Practice of the Year Award alongside its cherished Financial Planner of the Year accolade. BDO Wealth Advisers scooped the inaugural award at a presentation held following the first day of the FPI 2020 Annual Convention. FAnews spoke to Ricardo Teixeira, CFP® and Chief Operating Officer at BDO Wealth Advisers, to find out how the practice scooped the prize from the other finalists, Chartered Wealth and Crue Invest.

To DFM or not to DFM?

26 November 2020

Is there really value in appointing a Discretionary Fund Manager (DFM)? This was a topic of discussion on day two of the Financial Planning Summit.

Ensuring excellence in financial planning

10 November 2020

One of the highlights from the Financial Planning Institute of Southern Africa (FPI) 2020 Annual Convention, held 28-29 October, was the announcement of the 2020 FPI Financial Planner of the Year Award. The accolade went to Hester van der Merwe CFP®, financial planner and Key Individual at Ultima Financial Planners, who saw off tough competition from finalists Henri Le Grange, a planner at Old Mutual SA and Johan Swart of PPW Associates. FAnews put some questions to Hester to find out more about the CFP® designation, the role of the FPI, the value of financial planning and, of course, the recognition that goes with her achievement.

quick poll

Question

As an adviser reading this article, which discipline do you find most important for retirement planning?

Answer

Improving preservation decisions Managing debt before retirement Ongoing member-fund engagement Setting a target pension

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