Advice and Innovation E-book
April 12, 2021
Long Live Advice When we look at the long term industry, including financial, investment and retirement planning, we deal with long term uncertainties. You cannot change the reality for your clients when you’re dealing with…
Retirement E-book
November 25, 2020
Retirement: A matter of planning Retirement has become a more complicated matter than ever before. Besides the political and economic challenges, the normal tax planning and investment decisions, we now also have a myriad of…
Offshore E-book
September 9, 2020
Never a dull moment in the world of investing. The current South African economic and political climate, combined with the fall-out from COVID-19 makes it essential to search for professional advice to ensure you diversify effectively….
Women's Month E-Book
August 31, 2020
Every year in August our country celebrates Women’s month. During which we reflect on women’s achievements, as well as the problems they have faced in the struggle to be free and the important role they continue to…
Leadership E-book
August 26, 2020
Download the Leadership E-book here With great pleasure we bring you our special edition Leadership E-book, with an amazing collection of essays written by some of the most experienced leaders in our industry. During your…
Insurtech 2020 E-book
July 13, 2020
Friday 13 March was the last day of the Cape Town leg of Insurtech2020. It was also the last time I shook the hand of any person. Almost everyone started physical distancing from there. Within…
Financial Planner of the year awards E-Book
March 6, 2020
Join me in reading this publication that not only celebrates our previous winners but also offers invaluable insights from the crème de la crème of the financial planning industry.
Budget 2020 E-Book
February 28, 2020
My most important take-out is that it was indeed a Rubicon speech. Tito do have a mandate to fix things and he clearly communicated that he is aiming at doing just that. It was not a declaration of war.
