FPI mymoney123

FPI mymoney123
Posted by FPI mymoney123
5 May 2022

25 steps for drafting a sure-fire Will

If you’re in the process of having your Will drafted or are busy updating your Will, you’ll want to ensure that your Will is accurate, precise, and not open to interpretation. Besides...

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FPI mymoney123
Posted by FPI mymoney123
26 April 2022

Your Rights as a Financial Planning Client

Working with a financial planner can be an extremely rewarding and valuable experience for you and your family. If you’ve decided to work with a financial planner, it’s important to...

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FPI mymoney123
Posted by FPI mymoney123
19 April 2022

A – Z of investing

Investment markets are large, complex, ever-fluctuating, and often difficult for the average investor to navigate. There are, however, global terms and phrases which all investors should know and understand. In...

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FPI mymoney123
Posted by FPI mymoney123
12 April 2022

Money Smart Week

The National Consumer Financial Education Committee (NCFEC) is an entity comprising a variety of stakeholders (of which the FPI is one) in the financial education sector. The NCFEC was established...

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FPI mymoney123
Posted by FPI mymoney123
30 March 2022

An introduction to short term insurance

Profile: Gisela Budler CFP ® An FPI Member since 2016, Gisela has been within the financial services industry since 2007. She specializes in Risk Management and Insurance Operations. She has recently pursued...

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FPI mymoney123
Posted by FPI mymoney123
30 March 2022

The importance of life insurance

Life insurance safeguards you and your family from financial uncertainty that comes with severe illness, disability, or death. What is Life cover Having life cover in place is important to...

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FPI mymoney123
Posted by FPI mymoney123
28 February 2022

In debt, what now?

In its basic form, debt can be referred to as “something that is owed, especially money” or “a state of obligation to pay something owed”. Debt management is an integral...

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FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Why you need to speak to a professional financial planner when you are getting divorced

Every year, around 25,000 divorces take place in South Africa. Divorce is a time of major change at all levels.  New homes need to be found, the mourning of the...

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FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Blending solutions for an optimal retirement income

Ensuring a sustainable income that lasts throughout retirement is the main goal when selecting a retirement income solution.  Linda Blom, Business Development Manager at Glacier by Sanlam, unpacks what this...

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FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Self-proclaimed social media gurus just one of the dangers facing DIY investors

By Theoniel McDonald, CFP® You could be excused for mistaking the past few years as the age of DIY investing. Nowadays just about everyone who strolls into our financial advice...

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FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Taming the R45 BILLION of Unclaimed Retirement Fund Benefits

Part I of III:  Introduction to unclaimed retirement fund benefits by Carol Lenzi CFP®  An estimated R45 billion of unclaimed retirement fund benefits is sitting in just over 1250 retirement...

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FPI mymoney123
Posted by FPI mymoney123
22 February 2022

Topping-up could make all the difference

When I think of toppings I think of my favorite sweet topping on a perfectly brown baked waffle.  The picture is complete as I am feasting on this piece of...

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FPI mymoney123
Posted by FPI mymoney123
22 February 2022

3 questions. Infinite possibilities

With every new start comes feelings of hope and new possibilities – a new year, a new city, a new job, a new relationship…we always tend to believe [or hope]...

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FPI mymoney123
Posted by FPI mymoney123
3 February 2022

8 reasons to set up a TFSA before the end of February 2022

As we move towards the end of the 2021/2022 tax year, focus invariably shifts towards the maximisation of tax benefits and savings in order to achieve optimal returns on one’s...

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FPI mymoney123
Posted by FPI mymoney123
25 January 2022

Forget Janu-worry focus on being financially responsible all year round 

Forget Janu-worry focus on being financially responsible all year round  As I compile this article, most South Africans are back to work, and most schools have opened. It is now...

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FPI mymoney123
Posted by FPI mymoney123
19 January 2022

Why an emergency fund is important by Schalk Louw

Why an emergency fund is so important Schalk Louw, Wealth adviser at PSG Wealth Old Oak During the past year and a half, we faced unprecedented levels of uncertainty. While...

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