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8 March 2023
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Financial Planning

Client agency

Rob Macdonald, Independent Consultant
Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience....

Retirement

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....

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Rob Macdonald, Independent Consultant

Client agency

Is client agency the most important factor in successful financial planning? Independent consultant, coach and author Rob Macdonald shares his experience....


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