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Centric Wealth Advisory (PTY) Ltd ("Centric Wealth Advisory") is now an FPI Approved Professional Practice™

26 February 2021 | FPI - Financial Planning Institute

From the Desk of the Chief Executive: Viviene Pearson

02 February 2021 | Associations / Bodies

Let me start by welcoming you all to a new year, 2021. The year 2021 started off somewhat different from 2020, with an acceptance of the new ‘normal’ of working remotely, juggling a host of virtual meetings and webinars, as well as learning to use the vast array of technological applications to get our jobs done.

A message from the The Finanical Planning CEO

22 January 2021 | FPI - Financial Planning Institute

Continuity: Considerations to keep your FSP running smoothly

02 November 2020 | General

There are many faces of risk for FSPs (similarly any business owners) from personnel to property, information and data, operational liability, interruption, and legal risks, among others. Continuity risk is another critical area to address.

quick poll

Question

If you had to choose one approach to protect your hard-earned investment cash from today’s market madness, which would it be?

Answer