Financial Planning

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Lifestyle has a big impact on your client’s health and life premiums

10 September 2025 | All

Financial advisers are more aware of the benefit to their clients of health and wellness than ever before. Discussions about morbidity and mortality, once the preserve of pricing actuaries at large insurers, now take place at insurance events, and in one-on-ones between adviser and client.

Legacy planning: An act of care, not an unpleasant task

09 September 2025 | All

Planning for the future can sometimes feel overwhelming, but it’s really an essential way to show you care about your loved ones.

How financial advice and planning can help you save for your passion

05 September 2025 | All

Whether it’s travelling the world, starting a side business, or pursuing a creative hobby, contrary to popular belief, passions are not just luxuries but are in fact real-life goals that deserve a place in your financial plan.

Spring cleaning your finances: A 5-step guide to rejuvenating your financial dreams

01 September 2025 | All

As the weather warms up, the days get longer, and the world around us seems to come alive.

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What can retirement funds do to improve client-adviser engagement during members’ employment years?

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Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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Changing the face of financial advice

26 August 2025 | All

How to Explain Investing to a Fifth Grader – And Why We Must

21 August 2025 | All

Money moves to make in your 20s that your future self will thank you for

20 August 2025 | All

Drawing the line: How women can set healthy financial boundaries

20 August 2025 | All

The smarter way to build, protect and enjoy your money

15 August 2025 | All

Busting 10 Common Myths About Financial Planning in South Africa

15 August 2025 | All

Why the SheSuite of finance is the next big opportunity for financial advisers

13 August 2025 | All

Women’s financial empowerment: a catalyst for change

13 August 2025 | All

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