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Financial Planning

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Financial lessons 2020 has taught us

Financial lessons 2020 has taught us

20 July 2020 | All
COVID-19 has revealed the critical role of the financial planner in times of uncertainty

COVID-19 has revealed the critical role of the financial planner in times of uncertainty

09 July 2020 | All
Millennials urged to build their financial futures on solid foundations

Millennials urged to build their financial futures on solid foundations

02 July 2020 | All

Young professionals emerging from the coronavirus pandemic should view the crisis as an opportunity to improve their life / work balance and reset their financial plans. A 23 June 2020 media roundtable discussion titled ‘COVID-19: Impact on the financial goals of millennials’, hosted by radio personality, Leanne Manas, set out to address the financial concerns of an increasingly important sub-set of the South African population. Millennials, who make up around 14 million of the country’s 57 million citizens, are among the hardest hit by job losses and cuts in benefits and salary consequent to coronavirus and lockdown.

Financial planning in the time of coronavirus

Financial planning in the time of coronavirus

08 April 2020 | All

We’re living in unprecedented times. The coronavirus pandemic has wrought havoc on countless lives and economies. It has taken away our freedom and limited our ability to engage in normal activities. We don't know what the ‘new normal’ will look like post-pandemic, but we know one thing for sure: things will be different.

Financial planning is a must-have

Financial planning is a must-have

03 March 2020 | All
Sound financial planning boosts small businesses – and you

Sound financial planning boosts small businesses – and you

05 October 2017 | All
Financial advice for my teen self

Financial advice for my teen self

13 July 2017 | All
Financial planning: a business reinventing itself

Financial planning: a business reinventing itself

12 July 2017 | All
Free financial planning advice for Knysna, George fire victims

Free financial planning advice for Knysna, George fire victims

28 June 2017 | All
Partnering to increase the number of accredited financial planners and advisors

Partnering to increase the number of accredited financial planners and advisors

26 June 2017 | All
Financial Planning Institutes gets SARS Recognised Controlling Body status

Financial Planning Institutes gets SARS Recognised Controlling Body status

22 June 2017 | All
Financial planning for millennials

Financial planning for millennials

14 June 2017 | All