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The power of professional financial planning

CFP® professionals benefit their clients holistically in ways beyond growing their wealth. Clients realise this, as shown in the FPI and Financial Planning Standards Board’s Value of Financial Planning Research 2023 study.

Alternative energy fund launched

A R400-million Energy Fund designed to cater to small to medium-sized enterprises (SMEs) who need to find ways of keeping their businesses supplied with power has been created by Business Partners Limited, says Executive Director, Jeremy Lang.

Creative industries are growing the economy

South Africa’s cultural creative industries have seen a rise in activity and economic contribution in recent years. The direct impact (also called Value Added) of the CCIs in 2018 was $5.51-billion, accounting for 1.7% of GDP (compared to 1.5% in 2016). Taking the Direct Effect, Indirect Effect, and Induced Effect into account, the CCIs’ total effect on the economy was $18.01-billion, or 5.6% of the country’s GDP.

Announcement: Winner of the Garmin Fenix Watch!

We are happy to announce that Matthew Marrian of InvestSense is our winner of the Garmin Fenix Watch. A hearty congratulations from us here at Exchange 4 Free,” says Lara Lotter, Exchange 4 Free.

Meet the Managers 2023

After an absence of two years, due to Covid restrictions, the Meet the Managers event returned as an in-person event in Cape Town and Johannesburg in the middle of June.

Medical aid 101: don’t let the rising healthcare costs hold you...

If you’re one of the 16 out of 100 South Africans who have medical aid, you’ll know that the cost of private healthcare is rising fast. That’s why it is critical to understand the benefits you are entitled to, says Gary Feldman, Executive Head of Healthcare Consulting at NMG Benefits.

Driving digital inclusion

Convergence Partners Digital Infrastructure Fund beat its target and closed at $296-million in 2023, says Andile Ngcaba, Chairman and Founding Partner of Convergence Partners.

Retirement coaching: adding value to your practice

When the prospect of full-time retirement looms, your clients will suddenly have many hours of free time to do all those things that they dreamed of during their working life., says Stephan le Roux, CFP®, Financial Planning Coach, Old Mutual Wealth

Lessons from the Comrades Marathon

Next year, my father, Barry Holland, is poised to take part in his 50th consecutive Comrades ultra-marathon. I am struck by the invaluable lessons in his athletic achievements and the striking parallels they provide to the world of financial advice and investing, says Kathryn van Dongen, SA Managing Director, PortfolioMetrix
Financial Planning leads to better outcomes – beyond wealth, but myths persist

Financial Planning leads to better outcomes – beyond wealth, but myths...

New study shows South Africans who work with CERTIFIED FINANCIAL PLANNER® professionals have a better quality of life, enjoy more financial confidence and resilience, and are more satisfied with their financial situation.