I saw this quote on a site which promotes healthy eating and it reminded me of a conversation I had with a client earlier this week about her financial planning. She was a little embarrassed about "how little she has" and intimidated about working with me to get the best financial future we can. When … Continue reading We all have to start this somewhere. But let’s start!
The Financial Planning Standards Board (FPSB) is the global leader in managing, developing and certifying financial planning organisations. The FPSB promotes worldwide professional standards in financial planning and is the custodian of the coveted Certified Financial Planning® distinction and mark. Recently the FPSB, in association with the Canadian Financial Planning Standards Council, commissioned a piece … Continue reading Why life is better with a Certified Financial Planning® professional
When it comes to your investment outcomes, what is the one most important thing you need to get right? What is the one thing that if you get it right will give you the best chance of meeting your investment goals over the chosen time periods? What is the thing that I as an adviser … Continue reading In investing: What THE most important thing is to get right?
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 … Continue reading The role of financial advice in your investment success
As a Certified Financial Planner® and member of the Financial Planning Institute of Southern Africa I subscribe to the international Financial Planning Standards Board's 6-step process to financial planning. Source: FPSB.org The steps I follow in the financial planning process are as follows: Establish and define the relationship with the client. I will inform the client about the … Continue reading How I work