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Your Rights and Responsibilities To Protect You Against Undesirable Financial Outcomes
Financial products can be complex. For someone starting out their financial planning journey, it can be a daunting process. As a result, people often have to rely on the advice...
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Finance in Action: How the Partner You Choose Shapes Your Financial Journey
Valentine’s Day often brings to mind love, romance, and shared moments. However, beneath the flowers and candlelit dinners lies an often-overlooked aspect of relationships: the impact your partner has on...
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How do you manage the money of people who cannot manage it themselves
Managing financial matters for incapacitated individuals is crucial, as they may become vulnerable to exploitation without proper safeguards. Identifying suitable methods to protect and provide for their needs is essential,...
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Mental incapacity: The important role of an administrator
When a loved one is diagnosed with a severe or profound intellectual disability, it may be necessary to appoint a third party to manage their financial affairs. The Mental Health...
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Protecting Your Digital Information
Imagine waking up to find your bank account emptied, your investments compromised, and your personal details used in fraudulent transactions, all because a cybercriminal accessed your financial information. Your digital...
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Should Couples Have the Same Financial Adviser or Separate Advisers?
When couples consider financial planning, one important question often arises: should they share a financial adviser or retain separate advisers? The answer largely depends on their financial goals, relationship dynamics,...
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Dementia - the coming Storm
How do you manage the money of people who cannot manage it themselves As we are living longer so it is natural that there will be an increasing likelihood that...
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Taking a Leap on your Financial Planning journey
Most of us use this time of the year to set goals and make resolutions. I am encouraging all of us to consider making a bold, proactive, and potentially transformative...
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Why Are Medical Schemes Increasing Their Prices So Much in 2025?
If you’re a member of a medical scheme in South Africa, you’ve probably noticed that contribution increases for 2025 are significantly higher than in previous years. Medical schemes like Bestmed,...
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How to Spend Your Bonus: A South African Financial Advisor’s Guide
It’s that time of year again! Whether it’s a year-end bonus, performance-related pay, or a guaranteed 13th cheque that’s essentially self-funded, receiving a bonus is always a welcome financial boost....
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Festive Insurance Fundamentals
As we approach the festive season, it’s a time for family, relaxation, and making memories. However, with all the joy and travel, we also face heightened risks around security and...
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What influences your insurance premium?
Insurance premiums can sometimes seem like a mystery, fluctuating based on criteria that aren’t always clear and sometimes even seem strange. However, understanding the factors that influence your insurance premium...
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Underinsurance. What is it and what is the consequences?
What is underinsurance? Underinsurance occurs when a person or business insurance cover is insufficient to cover the full value of potential losses or liabilities. It is also known as average....
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A beginner’s guide to Investing
Whilst this article serves as information, please note it does not constitute advice. It is important that you engage together with your personal financial planner. You should discuss your individual...
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Having a will is not only for those with assets – prepare properly for your loved ones
A recent report by the Master of the High Court has revealed that less than 15% of South Africans have a will when they die. Not having a will when...
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Death – A grim reality made worse without a valid will
It is never easy to talk about death – a topic that is often taboo in many households – as we avoid “calling” death or even thinking about it. However,...
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FAIS Ombud clarifies remarks about consumers’ trust in their advisers
The FAIS Ombud and the Financial Planning Institute of Southern Africa (FPI) issued statements this week after some financial advisers objected to the Ombud’s remarks about the extent to which...
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Ignite Your Financial Future at Leaderex 2024 with FPI
Join the Financial Planning Institute of Southern Africa (FPI) at Leaderex 2024, Africa’s premier event for growing your business innovation knowledge and strengthening your financial acumen. Leaderex is not only...
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From Pennies to Plenty: Fun, Practical Savings Tips.
As we embrace Savings Month in South Africa, it is time to reflect on our financial habits and make sure our hard-earned rands are working as hard as we do....
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The Importance of Short-Term Insurance in South Africa
In the dynamic and unpredictable landscape of South Africa, protecting one’s assets and liabilities through short-term insurance has become essential. Unlike long-term insurance, which deals with life, disability, and severe...
View ArticleFPIMyMoney123™
Our Latest News
Your Rights and Responsibilities To Protect You Against Undesirable Financial Outcomes
Financial products can be complex. For someone starting out their financial planning journey, it can be a daunting process. As a result, people often have to rely on the advice...
View Article
Finance in Action: How the Partner You Choose Shapes Your Financial Journey
Valentine’s Day often brings to mind love, romance, and shared moments. However, beneath the flowers and candlelit dinners lies an often-overlooked aspect of relationships: the impact your partner has on...
View Article
How do you manage the money of people who cannot manage it themselves
Managing financial matters for incapacitated individuals is crucial, as they may become vulnerable to exploitation without proper safeguards. Identifying suitable methods to protect and provide for their needs is essential,...
View Article
Mental incapacity: The important role of an administrator
When a loved one is diagnosed with a severe or profound intellectual disability, it may be necessary to appoint a third party to manage their financial affairs. The Mental Health...
View Article
Protecting Your Digital Information
Imagine waking up to find your bank account emptied, your investments compromised, and your personal details used in fraudulent transactions, all because a cybercriminal accessed your financial information. Your digital...
View Article
Should Couples Have the Same Financial Adviser or Separate Advisers?
When couples consider financial planning, one important question often arises: should they share a financial adviser or retain separate advisers? The answer largely depends on their financial goals, relationship dynamics,...
View Article
Dementia - the coming Storm
How do you manage the money of people who cannot manage it themselves As we are living longer so it is natural that there will be an increasing likelihood that...
View Article
Taking a Leap on your Financial Planning journey
Most of us use this time of the year to set goals and make resolutions. I am encouraging all of us to consider making a bold, proactive, and potentially transformative...
View Article
Why Are Medical Schemes Increasing Their Prices So Much in 2025?
If you’re a member of a medical scheme in South Africa, you’ve probably noticed that contribution increases for 2025 are significantly higher than in previous years. Medical schemes like Bestmed,...
View Article
How to Spend Your Bonus: A South African Financial Advisor’s Guide
It’s that time of year again! Whether it’s a year-end bonus, performance-related pay, or a guaranteed 13th cheque that’s essentially self-funded, receiving a bonus is always a welcome financial boost....
View Article
Festive Insurance Fundamentals
As we approach the festive season, it’s a time for family, relaxation, and making memories. However, with all the joy and travel, we also face heightened risks around security and...
View Article
What influences your insurance premium?
Insurance premiums can sometimes seem like a mystery, fluctuating based on criteria that aren’t always clear and sometimes even seem strange. However, understanding the factors that influence your insurance premium...
View Article
Underinsurance. What is it and what is the consequences?
What is underinsurance? Underinsurance occurs when a person or business insurance cover is insufficient to cover the full value of potential losses or liabilities. It is also known as average....
View Article
A beginner’s guide to Investing
Whilst this article serves as information, please note it does not constitute advice. It is important that you engage together with your personal financial planner. You should discuss your individual...
View Article
Having a will is not only for those with assets – prepare properly for your loved ones
A recent report by the Master of the High Court has revealed that less than 15% of South Africans have a will when they die. Not having a will when...
View Article