How to make sense of your investments.

Being invested in any investment market over the last 5 years has been one hell of a ride. Just in SA you would have experienced all time highs in some markets (JSE Allshare reaching above 60 000) and some spectacular crashes in others (SA Listed property index down 24% from its 1 year high), now […]

Continue readingMore Tag

Financial Coach,Planner,Adviser,Salesman?..

The term “Financial Planner” has been hijacked by those in the “Industry” and used as a way to try and display trust. There are so many variations which are used as a means to portray experience, knowledge, skill etc. (Think: Financial Planner, Executive Financial Planner, Financial Adviser, Wealth Manager, Wealth Planner, Investment Planner, Wealth Specialist) […]

Continue readingMore Tag

Product, product, product.

Why is it that when we think of financial planning, we think “product”? When we think of retirement planning we think Retirement Annuity (PRODUCT). When we think of dying, becoming disabled, or getting cancer, we think Life Insurance (PRODUCT). When we think of our children’s future education, we think education policy (PRODUCT). When we think […]

Continue readingMore Tag