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 Financial...
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Leaderex 2023
Ignite your knowledge and connect with experts with the Financial Planning Institute of Southern Africa at Leaderex 2023 Johannesburg: The Financial Planning Institute of Southern Africa (FPI), which is responsible...
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Concerns mount as South Africa's National Healthcare Insurance Bill progresses
The latest update on the National Healthcare Insurance (NHI) bill in South Africa has sparked growing concerns among stakeholders. Despite the portfolio committee's decision to move forward with the bill,...
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Five bad attitudes that prevent you from saving
The South African household savings rate (percentage of household income that is saved or invested) dropped to 0.30% in the first quarter of 2022. That means that South African households...
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How to overcome the fear of losing money
Investing in the stock market or any other market can be a daunting prospect for many people. The thought of losing money can be overwhelming, and it can be challenging...
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EPIC approach to investing
The other day I attended a seminar where the guest speaker, Ms. Thuli Madonsela indulged the audience about EPIC lifestyle. She mentioned that the word is an acronym which stands...
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Achieving Financial Emancipation
This article is written on the eve of the Freedom Day which would have been commemorated on 27th April. For many South Africans, Freedom Day brings back memories of the euphoria...
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Financial Literacy Education in South Africa
Financial literacy is the ability to understand and manage personal finances effectively. This takes into account the skills, knowledge and confidence required to make money decisions. In South Africa, financial...
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Is a retirement fund a sure way to your financial independence?
A retirement fund, such as a retirement annuity, a pension or provident fund, is a common way and a great starting point for many people to save for their retirement...
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Fairness for all
Delays in the payment of tax refunds continue to affect taxpayers. This is despite the Tax Ombud identifying certain root causes of the delays as systemic issues – meaning...
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Retirement: don’t ignore these threats!
As a certified financial planner with 26 years of experience, I have seen first-hand the challenges that many South Africans face when it comes to planning for a secure retirement....
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Mother’s love is the best
“Mmangwana o tshwara thipa ka bogaleng”, this is a Sepedi idiom that loosely translates to the fact that a mother would go to any length in protecting her children. By the...
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Two-Pot Retirement System
Two-Pot Retirement System: Will it apply to our retirement savings that have already been accumulated? According to the current draft, the two-pot system will not be applied retrospectively, i.e., members...
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