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Speciality > Estate planning

Dirk Groeneveld

Dirk, a member of the FPI and a Certified Financial Planner® Professional, has over 25 years experi  ...

Cheryl van Rooyen

Cheryl van Rooyen is a designated holistic CERTIFIED FINANCIAL PLANNER® Professional. She has been  ...

Mike Lombard

Mike is the sole owner and key individual at Pfire and PfireExplore and co-owner of Pfirestorm. From  ...

Sarah Shaw

Sarah started her career at Anchor in 2014. She is an advisor and portfolio manager in the Anchor As  ...

Anthony Toker

Anthony has been an Independent adviser and wealth manager for almost 14 years, specialising in all  ...

Janet Hugo

Janet started her career in independent wealth management well over 10 years ago. From inception, Ja  ...

Natasja Hart

With more than 19 years in the industry, Natasja has established herself as a leader in financial pl  ...

Melony Jacoby

Melony Jacoby is a CERTIFIED FINANCIAL PLANNER® .  She is the owner and founder of MVR Financial A  ...

Mark MacSymon

A finalist in the prestigous 2015 and 2017 FPI Financial Planner of the Year Competition and an econ  ...

Lisa Hudson-Peacock

Lisa Hudson-Peacock's passion for her work is fuelled by giving her clients peace of mind - and cont  ...

Francois le Roux

Francois boasts many years of experience in lifestyle financial planning within the high net worth m  ...

Angelique Visser

Angélique, a director at Baraza Wealth, has 26 years' experience in the financial industry. She is  ...

Thulisile Nkomo

Thulisile Nkomo (CFP®) is currently a Private Wealth Manager and provides financial planning servic  ...

Gavin Butchart

Gavin was appointed as the Financial Director of Brenthurst Wealth at the end of July 2017. He joine  ...

Make the most of retirement planning tax benefits

Use the remaining weeks to the end of February to review contributions to retirement investments and tax-free savings accounts.

Why a fund of funds offerings makes sense

Apart from significant diversification benefits funds of funds investment options offer a particular advantage for investors seeking tax efficiency.

Outrageous predictions for 2018

A look at Saxo Bank's annual list.

Bitcoin: what it is and why you should be cautious

How to view it within your overall portfolio, as an investment opportunity.

Choices choices … living annuity or conventional life annuity?

In a lot of cases it would be most beneficial to have a combination of the two.

Great books to read in the Christmas break

Staff members, fund managers and clients share their current reads...

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