Financial Planning

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Financial planning in tough economic times

26 April 2017 | All

Ratings agencies Fitch and Standard & Poor’s decisions to downgrade South African credit to junk status should not come as a surprise, says Gavin Mofsowitz, Senior Financial Planner at Alexander Forbes Financial Planning Consultants, but what does it mean from a financial planning perspective?

The importance of financial planning for the sandwich generation

12 April 2017 | All

Many South Africans are increasingly experiencing the effects of the sandwich generation where young working professionals, usually in their late twenties to early forties, have to financially support their own children and their parents with their monthly income. While the desire to support one’s loved ones is understandable and noble, it is imperative that the youth make sure that their own financial health and wellbeing is not being undermined and compromised by the sandwich generation effect.

Financial planning considerations when investing offshore

24 March 2017 | All

Investors wanting offshore exposure have various routes they can take – including rand-denominated funds and asset swap investments – but having decided to use discretionary savings to obtain direct foreign exposure, there are a number of considerations from a financial planning point of view that need to be taken into account.

Strong growth for SA professional financial planning industry

13 March 2017 | All

The number people to qualify as CERTIFIED FINANCIAL PLANNING® professionals continues to grow in South Africa and more and more women and black professionals are achieving this demanding designation.

Demystifying the myths around financial planning

26 October 2016 | All

Financial Services Industry Celebrate the Financial Planning Week 2016

29 August 2016 | All

What financial planning means for millennials

15 August 2016 | All

Economic viability of financial planning practices

07 May 2015 | All

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