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A key concept from Stephen Covey’s book, The 7 Habits of Highly Effective People is that what you “see” determines what you “do”, and what you “do” determines what you “get”. He suggests that our perspective determines our reality. When it comes to financial planning, I believe this to be true, and if so, the ...
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A key concept from Stephen Covey’s book, The 7 Habits of Highly Effective People is that what you “see” determines what you “do”, and what you “do” determines what you “get”. He suggests that our perspective determines our reality. When it comes to financial planning, I believe this to be true, and if so, the ...
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The CEO of the Financial Planning Institute of Southern Africa shares the FPI’s latest news....
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Between 45 and 60, many clients feel a growing pull to recalibrate. It’s not a crisis, but a shift – a phase where priorities change, purpose is reassessed and conversations with financial planners take on a different tone. By Kim Potgieter, MD, Chartered Wealth Solutions, Author of Midlife Money Makeover....
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Independent advisors offer unbiased recommendations, holistic planning across financial needs, support through life transitions and peace of mind. By Tishalan Pillay, Director of Sales and Marketing, ASI....
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Financial advisors who understand the impact of well-considered estate planning can better serve and protect their clients against the financial and administrative challenges of every life stage. ...
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We have collectively championed transformation across our institutions. But what has been the tangible impact of our efforts on the broader South African economy? The 2025 Symposium is conceived as a definitive moment to answer this question—to assess our progress, acknowledge our challenges, and strategically define the path forward....
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