Financial Planning

The rising relevance of DFMs

In August 2022, Discovery launched Cogence, South Africa’s first truly global discretionary fund manager as well as the first discretionary fund manager to fully model retirement solutions by taking health experience into account.

Elevating client service in wealth advisory: the Seed Analytics solution

Andries de Jongh, Senior Sales and Key Account Manager at Seed Analytics, answers the question "how can advisors differentiate themselves consistently throughout the year?".

Stian de Witt, Head of Financial Planning at financial advisory firm NMG Benefits

How to support your ageing parents financially

Financially preparing for ageing parents is an important responsibility that requires proactive planning and open communication, says Stian De Witt, CFP®, executive head of financial planning at NMG Benefits.

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Disruption, reinvention and inclusive leadership: how can we use the opportunity...

Judith Haupt, Managing Director at Contract South Africa, states that the business environment is being reshaped due to social trends. It is important that we realise that these trends pose both big risks and opportunities to rethink our work and our world fundamentally.

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Limiting medical aid increases isn’t the answer

Gary Feldman states that private healthcare systems are not sustainable in its current format. Feldman calls for a review of both the private and public healthcare systems in order to come up with a system that allows all South African access to affordable and decent healthcare.

The art of estate planning

The role of a multi-family office in preserving wealth and protecting family legacies.

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What does the future of financial advice look like?

Rob Macdonald and ChatGPT outline 10 key aspects that are likely to be the reality of the future of finance.

The future of retirement planning: two-pot system insights

According to Matthew Marrian, Chief Operating Officer at InvestSense, the preservation of retirement savings has become an increasingly pressing concern.

Investors lose millions due to their switching behaviour

Past performance is not a good indication of future returns, but it remains one of the main determinants of ‘behaviour tax’, writes Paul Nixon, head of behavioural finance at Momentum Investments.