The festive season is wonderful, but the financial hangover that hits in January - often referred to as "Januworry" - can feel brutal. Between school fees, unexpected bills, and post-holiday credit...
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Cybersecurity: The Silent Threat to Your Wealth
Before we start engaging on the topic of cyber-security and your wealth, it is worth reflecting on how widespread cybercrimes are. Have you, your family or a friend fallen victim to a cybercrime...
Budgeting Tips for Year-End Spending: A South African Financial Planner’s Guide
As the festive season approaches, many South Africans find themselves caught between celebration and financial strain. With December bonuses, holiday plans, and back-to-school expenses looming, it’s...
Avoid Scams This Holiday Season: Protect Your Wallet and Your Data
The holiday season brings cheer, sales, and unfortunately, a massive surge in online scams. Fraudsters know people are stressed, rushing their shopping, and looking for last-minute deals. Don't let...
Money with a mission: Cultivating freedom and prosperity
In the spirit of Human Rights Day this March, we are called to celebrate the fundamental right to freedom that all South Africans hold dear. But the concept of freedom transcends our political and...
Questions to ask before you start investing
Investing is one of the surest ways to build wealth, but understanding your reasons for investing, what you hope to achieve with your wealth, and how your investment fits into your overall financial...
A rising tide lifts all boats
In a challenging economic climate, it is crucial to take proactive steps to maintain a healthy and stable personal financial situation. Regardless of the season, South Africans can benefit from...
Planning For Your Healthcare Within A Budget
The cost of living is rising in many areas of the world, with consumer price inflation in South Africa being higher than the country's Reserve bank's goal range. Head of Advice, Johan Gouws guides...
How to start 2024 on the right footing
Financial Planning can be overwhelming at the best of times. Come back from a road trip and good luck with the car valet getting sea sand out of the car seats. The boogie board purchase went on to...
Love is here to stay so are your finances
It is that time of the year again: Romance is setting in and Valentine’s Day is rapidly approaching. Love it or hate it, in a few days, Valentine’s Day is here. For the hopeless romantics amongst us...
Budgeting and Expense Tracking: Your Financial Roadmap for the New Year
Ah, the New Year! A time of resolutions, fresh starts, and promises to finally stick to a budget. If you are like most South Africans, the idea of budgeting ranks right up there with a visit to the...
Treat your financial planning experience like a journey
This time of the year is filled with thoughts of how we are to celebrate the end of the year, among other festivities. It is an opportunity to reflect on the past year, count our blessings with hope...
Global Money Week 2024
[/vc_column_text][vc_video link="https://youtube.com/watch?v=jmUORfLs99M" el_width="70" align="center"][vc_empty_space height="10px"][vc_column_text]We are looking forward to celebrating GMW2024...
Empowering Financial Futures: Reflecting on Financial Planning Week 2023
Financial Planning Week (FPW) 2023 was a resounding success, marked by the enthusiastic support of individual members and professional practices alike. This annual event serves as a pivotal platform...
FSCA Financial Literacy Speech competition 2023
The Financial Planning Institute of Southern Africa (FPI) is proud to support the Financial Literacy Speech Competition (FLSC) which started as a pilot project in Gauteng in 2016 and in 2019...
Leaderex 2023 – Feedback
This is what our presenters, planners and staff had to say about this year’s event. "My experience as a CFP, representing the FPI at the Leaderex 2023 event was an eye opener. I was surprised...
Unlocking Financial Success: The Annual Meeting with Your Financial Adviser
Unlocking Financial Success: The Annual Meeting with Your Financial Adviser In today's fast-paced and ever-changing financial landscape, it's easy for individuals to get caught up in the whirlwind...
Is there a sound approach towards the Black Friday mania?
I am writing this article on the eve of the Black Friday frenzy. This is an annual retail event that originated in the United States and has gained widespread popularity in South Africa in recent...
Women regard their finances as sacrosanct
Women regard their finances as sacrosanct. The Mzansi citizens casually regard August as women’s month. August 9th in particular; is recognised as National Women's Day. This day commemorates the...
World Financial Planning Day Returns To Celebrate the Value of Financial Planning
FPSB to host its seventh annual World Financial Planning Day to coincide with International Organization of Securities Commissions World Investor Week DENVER, COLO – 9 August 2023 – With many...
FPI Congratulates the ASISA Foundation on its 10 years of Infinite Impact celebrations.
Johannesburg: In support of the brilliant work done by the ASISA Foundation under the leadership of Ruth Benjamin-Swales and an unwavering commitment to promoting Financial Planning for All, the...






















