Financial Services Industry Celebrate the Financial Planning Week 2016
According to the 2016 Global Consumer Survey (GCS) issued by the Financial Planning Institute of Southern Africa (FPI), only 27% of South Africans believe that they are knowledgeable about finance and financial matters. However, 74% of South Africans consider building a savings plan to be a top priority.
Understanding these challenges, , the Financial Planning Institute (FPI) alongside the financial services industry will be offering FREE financial planning consultations and literacy courses to consumers during Financial Planning Week, scheduled to run from 05-09 September 2016, as part of their ongoing initiative to educate consumers.
A variety of initiatives will be offered to consumers nationally by the following financial planning practices and CERTIFIED FINANCIAL PLANNER® professionals:
| Region | Organisation |
| Johannesburg | Blink Consulting |
| Daberistic | |
| O'Hagan attorneys | |
| Glenfin | |
| Pretoria | Liblink |
| Cape Town | Veritas Wealth |
| Crue Invest | |
| Core Wealth Managers | |
| Southwood Financial Planning | |
| Mpumalanga | Machrie Brokers |
| East London | Ulysses Consulting |
| Umhlanga | Lifestyle Wealth Planners |
To take action and promote Financial Planning Week as well as become a part of this nationwide joint industry initiative, visit www.fpi.co.za or email [email protected] call (011) 470-6000.
