Financial Planning

Making the change

Over the past six years, we have transformed our business from a typical insurance broking business to that of a financial planning practice. I started in the industry 15 years ago when I joined Southern…
Financial Planning

Para Planning: a new movement

With more and more compliance responsibilities being added to Financial Planning practices, Financial Advisors are struggling to keep up with the administrative burdens that comes with running a professional practice. Many Advisors have already appointed…
Financial Planning

Capable 'or not' of performing duties

The complainant was an electrical training officer who stopped working owing to ill health after December 2003 and was subsequently retrenched. His duties involved training and development of electrical apprentices and learner technicians. 70% of…
Financial Planning

Are we finally getting it right?

Are we finally getting it right? With the ongoing focus on professionalism in the financial planning arena, all parties in the process have been working towards solving the challenges with disability cover. It seems like…
Financial PlanningGovernance

Cancellation of Policies

CAUTION: Some policies can be cancelled by insurers. It is important to check your policy so that you are not taken by surprise.Policyholders always have the right to cancel a policy by terminating premiums, although…
Financial PlanningPractice Management

Good versus Great

So you’re reducing taxes? Income Tax started out by people deciding that there are certain functions in their community that they do not wish to perform and that they would be prepared to have others…