"Our focus is on building long-term relationships. We are moving towards active financial planning with intention. While prospecting remains part of the role, our priority is building meaningful strategic plans with new and existing customers,"…
“Just as people slow down to take care of their physical and mental well-being in the colder months, winter is also the season to take stock of where you are financially, what season of life you’re in, and what you want your money to do for…
"This meant that lenders were sometimes working with incomplete information when assessing whether a borrower could afford additional credit. With overdrafts now included, credit providers can better evaluate a consumer's true financial position,…
"Our human-centric approach enables customisation to the individual client, while leveraging technology to deliver an efficient and seamless experience. This partnership with Capital Legacy bolsters our offering, and our Financial Advisers will…
"Clients today want more than just financial growth: they want advice that connects with their goals, whether that’s sustainable investing, preparing for life’s milestones, or building a legacy.," says Sonja Steyn, Head of Strategic Wealth Management…
"Many entrepreneurs think they've got a plan in place. But when we look closer, there are glaring gaps. Often they undervalue their businesses or leave outdated agreements in place, exposing their legacy to risk," says Hennie Oosthuizen, Financial…
"I've discovered that money management can prove easier and even rewarding, if you introduce an element of play into your approach. I've coined and lived by the concept of having a frolic budget' which helps me save while also enjoying a splurge…
"What sets a cash flow statement apart from a budget is that it is dynamic. While budgets are often fixed and short-term, cash flow evolves with your lifestyle. It helps you identify spending patterns, anticipate future commitments, and adjust…
"Achieving financial freedom is not solely about increasing income or making the best investment decisions; it also involves understanding how our behaviours and thought processes shape our financial choices," says Thomas Berry, Head of Sales,…
"Getting the right advice is key and managing your financial journey with the right guidance will make all the difference. A financial adviser is a qualified professional who will provide advice based on your goals and objectives," says Robyn…
"In today's digital age, Gen Z and Alpha learn about money very differently. But the FSCA investigation highlights that convenience can't replace credibility. Young people need to understand the potential biases, lack of personalisation, and…
"Recent legal updates, effective from 1 September 2024, have aligned the definition of pension interest across fund types - but getting the wording of divorce orders right remains just as important," says Dionne Nagan, Legal Counsel, Ninety…
“Crises can create confusion and pressure, often prompting people to make rushed decisions that may undermine their long-term financial wellbeing. In these moments, financial advisers play a crucial role in helping customers pause, reflect,…
"The rise of digital financial literacy marks a clear departure from traditional models. Today, influencers can explain the nuances of credit scores in 60 seconds, and fintech apps can approve credit in minutes," says Daniel Hawkins, Head of…
Insurance Biz is a New Africa Busines News Services (NABNS) publication launched in 2013 to focus on the insurance industry, investments, financial planning, employee benefits etc. It remains a great resource of news for industry professionals, and for those who seek to learn about the financial sector developments.
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