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8 tips on how to select a Financial Advisor

8 tips on how to select a Financial Advisor

1. Speak to friends and family to see who they would recommend and why. 2. You need to feel confident in the advisor’s competency, objectivity and their responsiveness to your needs. 3. Trust and communication are very important aspects in any long-term relationship and the relationship with a...

Managing your own financial planning VS using a financial advisor

Managing your own financial planning VS using a financial advisor

Deciding between using the services of a financial advisor or managing your own financial planning and investments is a big one. Many who would benefit from working with a financial advisor, don't seek professional advice or mistakenly think they don't need it. Often the people who decide to...

Do you need a financial advisor?

Do you need a financial advisor?

Many financial matters you and your family may come across can be quite complex. This could involve building an investment portfolio, preparing for retirement, protecting your estate so you can pass it on to your children and even more. A Financial Advisor can help you make sense of many different...

We have to talk to our children about money

We have to talk to our children about money

I don’t know about you – but when I was growing up, my parents never spoke to me or my siblings about money and certainly never included us (nor asked our opinion) on decisions made with regards to money. My father worked. He gave the money to my mother and she saw to the household. My father was...

Reckless lending – it CAN be written off

Reckless lending – it CAN be written off

I really can’t cope with the rising cost of goods – especially petrol and food! It feels like we simply can’t afford to exist anymore. R90 for a bottle of fish oil and nearly R1000 per litre of petrol (LOL) really makes me question how ordinary citizens are supposed to survive, much less thrive!...

How to pay off your debt

How to pay off your debt

Most people in South Africa have debt. We can’t dispute that. Infact, consumer debt stands at nearly R2 trillion. Yes – trillion rand. Not billion. Not million. TRILLION. For the purpose of this piece, let’s not get into the why’s, the what’s and the how’s of people’s indebtedness. Let’s just...