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

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-...

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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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Dirk

Does how Life Assurers pay their Consultants show their true colours?

The changes happening in the Financial Services Industry are aimed at making Financial Planning a Profession, similar to Accounting and Law with the outcome being that the end user/client gets a Professional service and a fair deal. There is no place in the future for commission-driven sales peop...

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Does how Life Assurers pay their Consultants show their true colours?

The changes happening in the Financial Services Industry are aimed at making Financial Planning a Profession, similar to Accounting and Law with the outcome being that the end user/client gets a Professional service and a fair deal. There is no place in the future for commission-driven sales peop...

Read More

Dirk

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