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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  ...

Financial planning for the self-employed

The advice I gave to myself ...

Practical advice for wealth creation

Draw up a budget, which includes a savings plan and investment strategy, then stick to it. Review the situation when circumstances change and amend accordingly.

Sweating pensions in the post-retirement phase

For those concerned about funding their retirement, splitting the years of retirement into distinct phases could make planning easier.

10 Questions trustees should ask

Investment consultants are trustees’ long-term strategic investment thinking partners. When selecting a consultant the trustees therefore need to make a long-term decision.

Six retirement ‘rules of thumb’ that should be retired

Are you saving enough? How much money do you actually need to retire?

Raising a CFO: Tips for teaching kids personal finance skills

The one lesson your kids won’t get in the classroom is arguably one of the most important for their future success.
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