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Rob Macdonald, Independent Consultant

Trump 2.0

Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour.
Thembekile Moyo, Partner Relations Team Lead, SA at PortfolioMetrix

Redefining wealth: Financial planning for young African professionals in South Africa

A shifting landscape For decades, wealth ownership in Africa has been shaped by historical injustices, structural inequalities, and cultural nuances that influence how Africans manage...
Photo by Photo By: Kaboompics.com: https://www.pexels.com/photo/woman-counting-money-at-the-desk-5900185/

The future of group risk: why a consultative approach is key to financial security...

According to Corinne da Silva, South Africa’s financial literacy crisis presents both a challenge and an opportunity. Advisors play a crucial role in guiding employers and employees through their options, ensuring risk benefits are structured effectively and members understand their cover.
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