Securitas™ Financial Group Strengthens Client Relationships through Strategic Acquisitions
Securitas™ Financial Group takes bold strides towards a prosperous future, uniting with Jackie Steele & Associates and Rutherford Wealth to enhance client relationships and expand specialized financial solutions.
Accessible money conversations in isiXhosa: YES PLEASE!
Babalwa Nonkenge, creator of the podcast Epokothweni, discusses the lack of personal finance content in indigenous South African languages and how it contributes to financial illiteracy. Epokothweni aims to bridge the gap by providing accessible conversations in isiXhosa
Time, relationships and control – the unexpected investment triage | By...
The further into the future a person can envision their lives, the greater their economic stability says, Rob Macdonald, Head of Strategic Advisory Services, Fundhouse
South Africa’s savings culture
Lelané Bezuidenhout, CFP®, CEO, Financial Planning Institute of Southern Africa, emphasises risk profiling as key to suitability of financial advice and understanding psychology of finance for clients' retirement planning.
Financial abuse: how can you identify it and help your clients deal...
The reality is that a lot of the victims of economic or financial abuse might not even realise what is happening until it is too late says, Louis van der Merwe, Certified Financial Planner® and Coach
Personality and triggers
The Nedgroup Investments Financial Personality Survey, conducted in partnership with Oxford Risk, assessed over 3 000 South African investors and advisors against 12 defined personality traits that have been known to affect behaviour.
Conversations about life and money
Conversations about life & money: Lessons learned. Investment vehicles are table stakes, but understanding a client's journey is crucial.
Prepare your clients so reality does not bite
Petrie Marx, Product Actuary at Sanlam Individual Life says, “The start of a new year is the perfect time to check in with your clients and ensure their needs are holistically addressed”.
The different faces of the modern Financial Adviser
The different faces of the financial adviser changes day-to-day; hour-to-hour and there are many variations. Kobus Wentzel, Head of Distribution at 1Life Insurance explores the face of technology, of the teacher, of advice, of the advocate, of compassion and finally the face of joy.
Shifting the way people think, feel and behave with money
Changing behaviour requires constant engagement, persistent action and various approaches, says Jean Archary CFP®, Author, Speaker, Founder, Financial Wellness Coach
