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The importance of financial planning for the sandwich generation

12 April 2017

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.

Help clients to repay debt, while keeping up their savings

12 April 2017

South Africans are drowning in debt. According to the National Credit Regulator, around 24 million of us have debt of some kind, and almost 10 million people have trouble repaying it. Given the struggle with high debt burdens, how can financial planners assist clients to repay their debt while still continuing to save money for the future?

Left behind

05 April 2017

Surviving the death of your business partner.

A tangible contribution to the financial wellness of their clients

05 April 2017

“Early pay-outs for lower severity levels of critical illnesses are featuring more prominently in our claim statistics over time.” This is according to George Kolbe, Head of Marketing for Life Insurance at Momentum.

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Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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