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Demystifying the myths around financial planning

26 October 2016

Financial planning greatly contributes to the success and well-being of many South Africans, yet a large portion still holds pre-conceived notions or myths that prevent them from seeking professional counsel. Everyone must address financial decisions every day. Most people make a series of choices that ultimately lead to their version of financial planning.

Financial Services Industry Celebrate the Financial Planning Week 2016

29 August 2016

According to the 2016 Global Consumer Survey (GCS) issued by the Financial Planning Institute of Southern Africa (FPI), only 27% of South Africans believe that they are knowledgeable about finance and financial matters. However, 74% of South Africans consider building a savings plan to be a top priority.

What financial planning means for millennials

15 August 2016

Millennials are becoming the biggest generation in the workplace. They are defined as young adults in their 20s and early 30s. These individuals typically dive in headfirst to get the car and the house while still carrying student loans. To their friends on social media, their lives appear stable. They are often sharing their smiley faces on social media like Instagram pictures, however behind those smiley faces lurks the truth: They tend to want to have instant gratification at all costs. But what financial planning considerations should this generation make to achieve future financial independence and freedom?

Economic viability of financial planning practices

07 May 2015

The financial services industry landscape in South Africa is changing rapidly and in order to survive this change the industry needs to adapt accordingly.

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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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Financial Planning / All

Demystifying the myths around financial planning

Financial Services Industry Celebrate the Financial Planning Week 2016

What financial planning means for millennials

Economic viability of financial planning practices