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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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Scams are becoming more frequent and increasingly sophisticated, with financial losses on the rise....
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Momentum Wealth International empowers South African clients to invest globally with confidence, offering an investment platform that is secure, flexible, and tailored to individual needs....
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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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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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