Home Authors Posts by Palesa Dube

Palesa Dube

0 POSTS
Palesa Dube, CFP®, director at Wealth Creed and the 2022 winner of the Financial Planner of the Year Award, is a seasoned professional and practising member of the FPI with 18 years of industry-related experience. She exudes a passion for wealth management and has expertise in investment and retirement planning, estate as well as legacy planning for high-net-worth individuals and corporate clients.

No posts to display

Advertisement
- Advertisement -

Most Popular

Is your financial adviser getting your vote?

Here’s what to look for before putting your financial future in someone else’s hands. By Mzu Fayo, Financial Adviser at Consult by Momentum.

Protecting client information in an increasingly digital financial planning environment

As financial planning embraces AI and digital technology, safeguarding client information becomes essential to maintaining trust.

The job is to beat the index, not be correct 

The Schroders QEP Investment Team unpack how active managers face a tougher benchmark world where concentration, volatility and flows are reshaping how investment conviction translates into outperformance.

Medical aid regulation changes are shaping future demand

As medical aid funding rules grow more complex, gap cover is becoming increasingly important in protecting clients from unexpected healthcare shortfalls, writes Brian Harris, CEO, Turnberry Management Risk Solutions.

1Life Insurance Women’s Confidence Index

South African women show growing confidence about their futures, but income pressure, debt and caregiving responsibilities continue to constrain financial security.
- Advertisement -