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Financial Planning is not one size fits all

Financial Planning is not one size fits all
When you sit down with a financial planner, know what you're looking for in planning for your financial future.
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Barbara Mundell on RSG Finansies

Barbara Mundell on RSG Finansies
Barbara Mundell, Technical Specialist at the Financial Planning Institute was part of a panel of experts discussing the various aspects of personal finance.
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Leadership above the rest

Leadership above the rest
Delegates have a chance to join the largest gathering of some of the best brainpowers in the financial services industry while celebrating their pride in being part of positive strides that this professional community is making.
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Financial planning is not one size fits all

Financial planning is not one size fits all
Financial planning works for everyone because it is not a one size fits all solution. Financial planning is a process of structuring, arranging and managing your financial affairs to best meet your life goals. These can be as short term as saving for a car, to long term such as planning for retirement.
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FPI: leading our profession

FPI: leading our profession
Never in the history of financial planning have so many game changers come into play at the same time, leaving many South Africans with more questions than answers about their financial future. Financial planners have to deal with an unprecedented set of circumstances, such as disruptive technology, radical innovation, fierce competitors, changing demographics, changing regulation, rising costs, political instability, poor economic growth, rising interest rates, market volatility and a vulnerabl...
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Entries for all FPI Annual Awards now open

Entries for all FPI Annual Awards now open
Have you made a significant difference in the industry or do you know of anyone who has? You can now send through your nominations for the following awards:
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How to choose a financial planner

How to choose a financial planner
As the South African economy continues to face its challenges, consumers are becoming increasingly aware of the little that they can save and are tightening their belts more than ever before. However, the challenge still lies with knowing how to plan for your financial wellbeing, and doing it right in order to achieve your goals.
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Call for basic financial education at schools

Call for basic financial education at schools
Financial Planning Institute (FPI) chairperson Sankie Morata and Financial Services Board consumer education head Lyndwill Clarke called for basic financial education and orientation at schools at the FPI Global Consumer Survey launch last month.
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The implications of the Budget for investors

The implications of the Budget for investors
This year Minister of Finance opted to not increase VAT. Instead the minister used a combination of increases in excise duties, the fuel levy and other green taxes, capital gains tax and transfer duty, and provided only limited relief for fiscal drag this year by adjusting the upper tax brackets by less than inflation.
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Milestones of 2015, Reviewing the year that has been

Milestones of 2015, Reviewing the year that has been
Recent regulatory developments such as the new Companies Act, King III and future developments such as the Retail Distribution Review (RDR) and legislation on Twin Peaks have meant that many financial planners and senior executives had to devote a lot more of their attention to compliance issues. Strategic planning and client facing activities had to make way, to some degree, to ensure that companies and practices are compliant therefore reducing the risk of closing their doors or facing financi...
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