Working with a financial planner can be a helpful step in securing your financial future; whether it’s deciding to buy a new home, planning for retirement or your children’s education or simply not having the time or expertise to get your budget or finances in order
A professional financial planner is a trusted advisor who works with you to review all of your options so that you can make informed decisions about your financial situation at every stage in life. By meeting rigorous international competency, ethical and professional practice standards, a financial planner is qualified to deliver integrated financial solutions that allow you to take control of your finances and achieve your life goals. The best financial planning results come from working with an accredited FPI financial planning professional.
Click on the links below to watch the CNBC Africa Special programme on How to Choose a Financial Planner.
In this edition of the show we turned our attention to the planner to give you the inside track on how to not only find a planner but choose
one that suits your specific needs. Joining Shaun Latter in studio to discuss this topic was Natasha Hart,
Financial Planner at Sasfin and Paul Rabenowitz, owner of Lightbulb
Learning & Training.