Financial Planning

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Surviving the waithood: when children stay home or boomerang back

04 February 2025 | All

Just when you thought you could finally enjoy your own money, they move back! Globally, many young people are either waiting to move out of their parents’ home, or ‘boomeranging’ back to live with their families, for economic or lifestyle reasons. How to navigate the financial challenges and strains of this reality?

Financial advising lessons from money habits and marshmallows

30 January 2025 | All

The optimists among South Africa’s 5000-plus Certified Financial Planners (CFPs) are hoping that their clients direct any spare cash to insurance and investment products, but the pessimists know better. A great way to learn more about how your clients interact with their money is to review the consumer spending reports published by various of the country’s financial institutions.

Start with the ‘why’: the key to meaningful financial advice in 2025

22 January 2025 | All

The new year is an opportunity for advisers to reconnect with customers in meaningful ways. It’s a time to reassess financial and life goals and ensure plans align with what truly matters. But how should these conversations begin?