Fraud Awareness Financial "Black Magic": Unmasking the Pyramid Scheme Just as Halloween involves tales of the dead returning, Ponzi schemes rely on the "magic" of false promises to bring back...

Diversification Strategy Don’t Put All Your Eggs in One Basket: The Case for Offshore "Dad, how many eggs are in the basket?" — Understanding how offshore investing addresses diversification and...

Community Impact Welcome to Volunteering! Thank you for opting-in to the FPI volunteer pool. Your contribution is the first step toward meaningful change in our organization and local communities....

Financial Literacy Investing for Kids: Beyond the Budget Budgeting helps you live within your means, but only investing will help you become financially independent. Here are five basics in plain...

Crisis Management Navigating Retrenchment: A Financial Survival Guide Retrenchment is traumatic, but a clear financial plan can free you to focus on re-establishing your career. 1. Cashflow...

Retirement Strategy Retirement Planning: Through the Lens of a Woman Just as the women of 1956 marched with a vision for future generations, planning for your golden years requires a forward-looking...

Cold Case Investigation Part III: Solving the R47 Billion Cold Case An unclaimed retirement benefit is a cold case pending new evidence. That evidence? It’s in your hands. Here is how to solve the...

Getting to Know Ryan McCaughey, CFP® Financial Planner of the Year 2021 Ryan grew up in the Eastern Cape and matriculated from St Andrews College. He earned both his B.Com degree and B.Com Honours...

Leaderex 2022 Post-Event Highlights FPI's Significant Presence at Sandton Convention Centre Leaderex 2022 (13-15 September) was a resounding success for the Financial Planning Institute of Southern...

The Importance of an Estate Plan Ensuring your heirs are provided for through lifetime planning and the structured disposition of property. The Will: Your Legal Voice A will is a cornerstone of...

Part II: The DAWN and DUSK of Unclaimed Benefits How R45 Billion accumulated and who is responsible for matching benefits to people. A Walk Back in Time In 1956, the Pension Funds Act marked the...

The Reality of Longevity Don’t get caught off guard by outliving your money! When planning for retirement, it is essential to consider how long you and your partner may live. While it is a difficult...

Smart Moves for Your Monthly Budget With interest rates and fuel prices on the rise, implementing these "quick tricks" can help reduce the cost of your essential needs. 🏠 Home Loans & Bonds The...

Estates and Offshore Planning Estate delays can cause significant financial hardship. A few strategic adjustments today can ensure a seamless transition for your loved ones. ⚡ Bypassing the...

Batten Down the Hatches In tumultuous times, financial success isn't about outrunning the market—it's about outperforming your past self. In the 19th century, when a ship entered rough seas, the...

The Testamentary Trust: Pros and Pitfalls While a testamentary trust is a sound financial instrument, practical delays in the current environment can leave your dependents vulnerable. Why Use a...

Corporate Tax and the Limitation Rule Understanding the shift in Corporate Income Tax (CIT) rates and the new rules governing assessed losses. Corporate Income Tax (CIT) Update Resident companies...

Banishing the Inner Critic In a world of global turmoil, the most influential voice you hear is the one inside your own head. Here is how to make it a positive one. We often focus on external...

The Ultimate Will Checklist Ensuring your Last Will and Testament is accurate, precise, and legally sound to protect your legacy and your loved ones. 1. Ensuring Legal Validity Sign Every Page: You...

The A–Z of Investing Investment markets can be complex and ever-fluctuating. Use this guide to master the key terms and concepts vital to the world of finance. Asset Allocation Spreading investments...