Arthur Case has served as managing director of a paediatric vaccine manufacturer, a niche pharmaceutical company and a private hospital group. Over the past 12 years he has specialized in the retirement sector where he served as General Manager of Cape Retirement Lifestyles and as CEO of Evergreen Lifestyle, both retirement village owners and operators […]
Continue reading
KEY NOTE SPEAKER – Johann Jacobs
Johann began his career as a secondary school teacher. After further post-graduate studies he lectured at tertiary level in Educational Psychology and Sociology. Whilst studying law part-time, Johann completed his articles at Macintosh Cross and Farquharson in Pretoria, whereafter he moved to Cape Town and was appointed as a Professional Assistant at Walkers. After three […]
Continue reading
KEY NOTE SPEAKER – Dr Anne Blacklaws
Anne has extensive and very varied practical management experience in the Banking, Oil and Gas, FMCG/Retail, Management Consulting, Engineering and South Africa, Qatar and Oman Government sectors. She is currently “semi” retired and still does management assessments for succession planning, for companies in Africa and the Middle East. Anne is also doing analysis of the […]
Continue reading
KEY NOTE SPEAKER – Dr Hannetjie Van Zyl-Edeling
Dr Hannetjie Van Zyl-Edeling is a counselling psychologist, mediator, author and artist, amongst other things. She believes that we can use our minds to create our best life and find meaning, even in challenging circumstances. Her mission is to assist people in managing their physical, mental, emotional and spiritual selves in such a way as […]
Continue reading
WEBINAR SERIES – FOR FINANCIAL ADVISORS AND THE PUBLIC
This July and August, the South African Independent Financial Advisors Association (SAIFAA) will be hosting a series of Certified Post Retirement Practitioner (CPRP®) webinars, to address the often-neglected issue of Post-Retirement Planning. Marketing and brand experience experts, CWDi, have been appointed to manage the webinars. The webinar series is the first of its kind in […]
Continue reading
Frail Care – The Cost of Comfortable Living
Growing older is a reality that cannot be ignored. Making provisions and planning ahead can make all the difference when it comes to approaching old age with comfort and dignity. People often think that if they have made arrangements to move into a retirement community they will be eligible to receive frail care, however this […]
Continue reading
Family Matters – Explaining an Estate Plan
Estate planning can be a sensitive subject. Many people expect their plans to only be unveiled after their passing, choosing to avoid creating unnecessary tension within their family. However, many times this is merely delaying the inevitable. Having an open conversation with family, while being able to talk through thought processes and rationale, can dissipate […]
Continue reading
Two key life stages for financial planning: Accumulation and Decumulation
At SAIFAA we’ve always guided our independent financial adviser members to view financial planning in two distinct phases. Clients are either in the accumulation phase of managing their wealth, or the decumulation phase. Covid-19 has not changed the way that we as SAIFAA guide our members; if anything, it has shone a spotlight onto the […]
Continue reading
Planning a new journey for your(self) clients
“If your compassion does not include yourself, it is incomplete.” – Buddha We are living in strange, difficult and confusing times. No, it’s not because of the COVID-19 pandemic. It’s because we’re living in times where we’ve forgotten about what really matters most. We’ve forgotten who we need to be put first, because we’ve become […]
Continue reading