5 questions to ask your Financial Advisor
There are a few crucial questions that you can ask your potential financial advisor. This can be a pressure test ...
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There are a few crucial questions that you can ask your potential financial advisor. This can be a pressure test ...
There are contentious issues that arise when talking about the need for life cover. We usually ask our clients ‘Why ...
Budgeting is one of the most important pillars of any financial plan. It is also one of the pillars that ...
A beneficiary can be a natural or juristic person that you have nominated to receive the proceeds from your life ...
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Financial planning, like therapy or coaching, isn’t just about solving a problem. It’s about holding a safe space where real ...
Most of us like to think we’re being practical with our money. We weigh up the risks, run the numbers, ...
Real financial planning goes far beyond spreadsheets, securities and stocks. It’s about connecting money to life. And sometimes, the most ...
Let’s be honest, when most people hear the words “compliance” or “safeguarding,” they don’t exactly light up with excitement. These ...
Stefan and Werner are both CFP® professionals with the Financial Planning Institute of South Africa. They are affiliated with Financial Solutions 4 Professionals (FSP 41158) who is an authorised and licensed independent financial services provider with the Financial Services Board. They were also the first South African advisers to be awarded the British Standards Internationals ISO 22222 accreditation.
This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.
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