Financial Planning

Kobus Kleyn, CFP®

“In the constantly evolving realm of financial planning, the essence remains consistent: dedication, adaptability, and the unwavering commitment to client well-being drive the Profession forward.” Kobus Kleyn CFP

Tom Brukman, CFP®

What inspired you to become a financial planner? I spent a good six months in my mid-twenties exploring what profession I could build a career...

Advice for the young and advisors

In what is a first for the financial services industry in South Africa, a unique and innovative new independent consulting firm has been launched which offers expert business guidance to financial institutions and advisors.

Demand for financial advice up 20% in year – what’s driving...

The rising cost of living, economic uncertainty, and geopolitical issues have driven-up demand for financial advice by 21.2% over the last year, according to...

High-net-worth sector rife with opportunity

Wealth management is an ever-changing industry and the businesses and advisers that are adaptable enough to these changes are far better positioned to provide clients with the best advice to manage their wealth, writes Eugene Taljaard, Regional Manager at Momentum Wealth International.

Photo of Kim Potgieter CFP®, Director, Chartered Wealth Solutions, ICF Professional Certified Coach, New Money Story® Mentor Coach, Certified Dare to Lead™ Facilitator

Practical conversations for financial health and wellbeing

Retirement should be a time of fulfilment and joy, yet many people struggle through this transition. Partly because retirement marks a major life adjustment, but also because people often fail to prioritise the relationships and connections that contribute to happiness, says Kim Potgieter CFP®, Director, Chartered Wealth Solutions

Photo of Francois du toit_ Founder and Head of Content and Sales_Propulsion

The Future of Financial Planning: Six Trends to Watch in 2023

Learn about the six most important trends that will affect financial planning from 2023. By embracing these transformative trends, you can stay competitive, offer better service, and help clients reach their financial goals, says Francois du Toit, Founder and Head of Content and Sales, PROpulsion

Helping South Africans ride out the interest rate rollercoaster

With the interest rate at its highest in 14 years, the financial strain on South Africans is immense. As people look to reduce expenses, advisers are likely to see an increase in requests to relook or cancel cover. Lee Hancox, Head of Channel and Segment Marketing at Sanlam, explains why it is important for intermediaries to help clients reprioritise their finances to better manage their current financial obligations and plan for the future.

Investing without a crystal ball

The main purpose of investing is to take advantage of differences between market participants’ expectations and underlying economic activity says, Leon Michaelides, Equity Portfolio Manager, Matrix Fund Managers.