Tag: board examination

Having recently moved from Johannesburg to Toronto I have fielded a flurry of questions from colleagues and if I’m being honest, around the weight of our qualification. Can we have both global mobility and success? Are we future-proofed? Do we need to reinvent ourselves to remain agile?

In today’s complex financial landscape, business owners need more than just insurance policies. Business owners need the comprehensive, unbiased advice that can only come from an Independent Financial Adviser (IFA) to create a holistic financial plan. It is important to understand the distinction between a ‘tied agent’ and an IFA.