Financial Planning

The art of estate planning

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

3d-render-technology-background-with-code-male-head

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.

Consider paying off debt prior to retirement

Coming to the end of your working career requires a step up in terms of financial planning, says Florbela Yates, Head of Equilibrium.

Photo of Fareeya Adam, head of guaranteed annuities at Momentum Wealth

Give clients more control through certainty

In this environment of high interest rates, clients can lock in very attractive guaranteed annuity rates, says Fareeya Adam, head of guaranteed annuities at Momentum Wealth.

Technology innovation: the one thing that changes everything in an onerous regulatory...

Few advisors, if any, will argue that technology plays an essential part in managing an effective, efficient and profitable business. In this article, Anton Swanepoel, Founder at Trusted Advisor, focusses on the significance of technology innovation and the impact that it will continue to have on FSPs as we brace ourselves for COFI.