In tough times, it is important to think of your family’s future, and nothing says ‘prepared’ better than drafting your will timeously, planning your estate and leaving a proper wealth succession plan. 1Life launches its latest estate planning product offering.
It is that time of the year again, when we hold our breaths to see what the 2021 Budget speech will deliver against a backdrop of the devastating loss, sacrifice and hardship for […]
The emergence of COVID-19 turned 2020 into an extraordinary year, leading to significant changes in the way we live and work. In the Financial Advice industry many had to move to virtual-based businesses […]
“Advisers are acting like travel agents, selling clients a ticket to a seat on the aeroplane, when in fact, we should be thinking of ourselves as pilots, being with our clients throughout their […]
A reader recently shared an example of one of the problems independent financial advisers face when attempting to provide holistic advice to a client. As often happens, clients have an array of products, […]
A reader recently shared an example of one of the problems independent financial advisers face when attempting to provide holistic advice to a client. As often happens, clients have an array of products, […]
Amid new technologies reshaping the financial services landscape, many financial advisers are questioning their future role. It is therefore important to take stock of our value-add to the client. “An intermediary plays an […]
