Tag: Certified Financial Planner (CFP)
Why business owners should work with IFAs
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.
How – and why – to choose a financial adviser
For most South Africans, talking to a financial adviser is something they do when they get married, or reach retirement age and need advice on what to do with their pension. But the fact is that financial advice can help at any stage of your life, and building a long-term relationship with an adviser can help you reach your financial goals faster.
What to look for in a financial adviser
It’s not that you don’t think having a financial adviser (FA) is important, the critical role of sound guidance has been drummed into you by your money-savvy friends since you first started earning. But perhaps you’ve put off finding someone to handle your portfolio because you’re not entirely sure what you should be looking for.
