Keep up to date with the latest information on Lifestyle Financial Planning

Client Care | What To Expect From Our Client Onboarding Process

Lifestyle Financial Planning and Our Onboarding Process Client Care follows the philosophy of Lifestyle Financial Planning. This involves getting to know our clients well, understanding how they got to where they are now and their future goals and aspirations in order to tailor a Lifestyle Finan...

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Corporate Law Center

Are Corporates in SA’s Financial Planning Industry at war with themselves?

The Financial Planning industry in South Africa is busy undergoing big changes. The purpose of these changes is to professionalise the industry for the ultimate benefit of the man in the street. Proper Financial advice is still too scarce in an industry that is driven by Financial Planning corpor...

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Are Corporates in SA’s Financial Planning Industry at war with themselves?

The Financial Planning industry in South Africa is busy undergoing big changes. The purpose of these changes is to professionalise the industry for the ultimate benefit of the man in the street. Proper Financial advice is still too scarce in an industry that is driven by Financial Planning corpor...

Read More

Corporate Law Center
Bitcoin

Is Bitcoin the future or the Destroyer of families?

Early in the New Year I sat with my extended family celebrating a birthday at a beautiful venue outside Plettenberg Bay. The ages of all 18 present ranged from 18 to 58 although in our clan age does not protect anyone from banter or voicing their opinion. Discussions and chirps ranged from the go...

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Investing where safety comes first

Published on moneyweb.co.za Q: I'm looking to invest R100 000 for returns of around 10%-12%, in a safe environment where I don't lose the money I originally invested. A: I think it’s important that we get the correct framing for what you are asking in your question. You refer to the following...

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Investing where safety comes first

Published on moneyweb.co.za Q: I'm looking to invest R100 000 for returns of around 10%-12%, in a safe environment where I don't lose the money I originally invested. A: I think it’s important that we get the correct framing for what you are asking in your question. You refer to the following...

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Fees Vs Value

Does the value vs fees debate encourage activity which erodes value?

There is much talk these days about fees vs value added in the Financial Planning environment and quite rightly so; but can this lead to unintended consequences that are detrimental to clients? I was chatting to my wife this morning, who is also our business' book-keeper, when she reminded me of...

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Buy To Let

Is the aggressive marketing of buy-to-let property schemes to the uneducated investor morally correct?

We are living in a time when markets are flat, interest rates are low, essentials are getting more expensive and the man on the street is desperate to increase his personal wealth and secure his families financial future. These factors all combine to create a "perfect storm" for all kinds of get-...

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Is the aggressive marketing of buy-to-let property schemes to the uneducated investor morally correct?

We are living in a time when markets are flat, interest rates are low, essentials are getting more expensive and the man on the street is desperate to increase his personal wealth and secure his families financial future. These factors all combine to create a "perfect storm" for all kinds of get-...

Read More

Buy To Let
Slim Shady

Will the real Financial Planners please stand up, please stand up!

I woke up this morning with Slim Shady singing in my head and his words got me thinking about the Financial Planning Industry which I love and loathe at the same time. Love because of the difference I see REAL Planners make in their clients lives; and loathe because of the old school type brokers...

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