Financial Planning

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ESM Model: The best risk mitigation advice for individual clients

13 July 2021 | All

The best risk mitigation advice that financial advisers and planners can give their clients is for clients to adopt sensible eating, sleeping and moving (ESM) behaviours. The ESM Model (our label) for living a better, healthier life was shared by a man who needs little introduction to a South African audience, Dr Michael Mol.

Wealth and wellbeing: supporting your client through retirement

08 July 2021 | All

How well are your clients doing regarding their retirement? Is their single focus the pursuit of wealth and provision? Are they constantly anxious about markets and investment performance?

Planning for happiness is the future of retirement

07 July 2021 | All

Retirement as we know it is changing in ways that makes financial advice both more complicated and more meaningful. People no longer just want advice about financial security. They want to know how they can live their best lives, achieving the goals and aspirations they've always dreamed of. Along with this is a deeper need to understand how their money can empower a broader sense of happiness.

How to ensure that your life insurance meets the long-term needs of your loved ones

06 July 2021 | All

Sufficient life cover from a trusted and reliable insurer is a vital component of any successful approach to good money management. However, just having a basic life insurance policy is not always enough to ensure that your loved ones are able to manage financially if you pass away, especially if your cover doesn’t help them to deal with the financial challenges they will face at various times after your death.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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