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 […]
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Welcome clarity coming on financial advisers
WOUTER FOURIE When you plan for retirement, or make any type of financial plan, is the person you consult a financial adviser, a financial planner or a broker? The discussion about titles has been in the spotlight recently as part of a debate on the changes to the Financial Advisory and Intermediary Services (FAIS) Act […]
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Questions to ask if you want unconflicted investment advice
LAURA DU PREEZ Your adviser may supply products from just one institution and there may be perverse incentives behind the choices they make. When you sit down with a financial adviser, you should have a clear idea who you are dealing with and what their relationship is with any supplier of financial products, be they […]
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