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Gugu Sidaki

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Gugu has over 12 years’ experience in the industry. She holds a Bcom Economics degree from the University of Pretoria, Bcom Honours degree in Investments Management from the University of Johannesburg and a Postgraduate Diploma in Financial Planning from the University of the Free State. She is also a member of the Financial Planning Institute of Southern Africa.
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Our profession must help the profession grow

A strong profession does not happen by accident. It is built deliberately, consistently and collectively by those who benefit from it and believe in its future.

Why are more South Africans returning to their retirement savings?

Why are more South Africans returning to their retirement savings?  Therese Grobler, Head of Wealth Management at Momentum Financial Planning (MFP) takes a closer look at the emerging patterns behind withdrawals and what they reveal about how people are navigating financial pressure today. 

Modern portfolio thinking: How diversification is evolving for today’s markets

In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach.

Listening: the financial planner’s “tape measure”

The key to ensuring the financial plan fits the client’s life, not just their wallet.

ABSA: Putting client needs at the centre of portfolio decisions

Investors and their advisors must first undertake a needs analysis in order to determine the investor’s investment objectives.
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