I would not be an Independent Certified Financial Planner® if I did not believe in what I do and how I have chosen to do it.

I am driven to help people and know that my training, knowledge and experience can add immense value to my clients’ lives.

Allan Gray is an investment management and administration company which I respect and is highly respected in South Africa and globally. Last year Jeanette Marais, Allan Gray’s head of distribution and client service, wrote about how investors can improve their chances of investing successfully by making use of the services of a good, independent financial adviser.

An adviser can help you to avoid common investing mistakes, she said. These include:

  • Investing without a plan
  • Investing in the wrong product
  • Forgetting inflation
  • ‘Blowing’ your retirement savings when changing jobs
  • Focusing only on one market or asset class
  • Acting on your emotions

To read the full article, please click here.


Disclaimer: The information provided is not intended to address the circumstances of any particular individual or entity and should not be considered to be advice in any way. No person should act upon this information without first obtaining professional advice.

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