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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  ...

Graduating? First job? Tips on how to allocate your first salary

If you're about to earn your first salary, how should you go about dividing your income between life insurance, disability and income protection insurance, investments and retirement savings?

Heading towards too much time, with too little money

About 94% of individuals are unable to retire independently and maintain their living standard straight after retirement.

Should I interrogate my financial advisor? Absolutely

Take your time and do your due diligence to ensure you're getting the value you deserve from your advisor.

Stretching your pension investments

If you're 65 and retired your priority is to make your money last for at least the rest of your life. If possible, the capital should grow at a rate higher than inflation, without taking undue risk.

To kill a bond or not?

If you can get an investment return higher than the interest rate on your bond, then you should allocate any additional cash you have to investments.

Over 40 and nothing saved for your retirement?

Here's what to do...

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