Momentum Wealth International offers a sophisticated investment framework for advisers to build customised portfolios that align with their clients’ unique investment goals, time horizons, and risk profiles.
We talk about money scripts, disorders and dysfunctions as if all financial distress manifests in the same way. It doesn’t, and this is especially true for men. By Prof. Prince Sarpong, PhD, CFP®, Associate Professor, School of Financial Planning Law, Faculty of Law, University of the Free State.
Edify, located in Paarl, is a 100% owner-managed discretionary fund manager (DFM) with a client base of 20 financial advisors and an AUM of R1.5-billion.
Many factors influence clients’ perspectives when they make decisions. Rob Macdonald believes the key is to help the client develop an awareness of their perspective, which is easier said than done.
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