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Farzana Botha

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Segment Marketing Manager: Sanlam Risk & Savings Farzana Botha is the Segment Marketing Manager at Sanlam Risk & Savings. Previously, she worked as a Product Technical Specialist for Sanlam Recurring Savings. She has 17 years of industry experience. She is currently working on her Honours in Integrated Organisational Communications through UNISA. She holds Protea Colours for Powerlifting and is currently based in Johannesburg
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The hidden drivers of estate conflict

Some of the most emotionally complex conversations planners deal with happen after a client dies, writes Kim Potgieter, CFP®, Managing Director, Chartered Wealth Solutions.

FPi Professionals Convention 2026 puts people, leadership and client outcomes at the heart of...

The FPi Professionals Convention 2026 opened on 7 October with a celebration of World Financial Planning Day, as delegates waved South African flags and joined in the message, “Live your today. Plan your tomorrow.”

From financial planning to financial coaching

Sharon Moller, Financial Coaching Specialist at Old Mutual Wealth, writes on the next evolution of advice.

Treasury tightens tax net

For years National Treasury has been talking about tightening the rules around Section 42 of the Income Tax Act, which has offered a highly effective mechanism for investors sitting with large, concentrated positions in listed shares. By Mark MacSymon, CFP®, Wealth Manager, Private Client Holdings.

COFI Bill set to reshape financial advice industry

Risk management moves to the centre of customer outcomes, writes Keith Peter, Advice Manager, Old Mutual Personal Finance.
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