B2B Central

Financial Planning

19 Mar 2021

The FPI and Money Smart Week: The financial vaccination program SA needs

By Staff Writer

The Financial Planning Institute (FPI) will support National Treasury, the FSCA and the National Consumer Financial Education Committee during Money Smart Week South Africa (MSWSA). MSWSA is an opportunity for organisations or individuals to showcase their financial literacy programmes and activities across South Africa by running various activations during the week of 22-28 March 2021.
17 Mar 2021

MSWSA invites teachers to join free online retirement workshop

By Staff Writer

We are living on average 10 years longer than our parents and 20 years longer than our grandparents. This means we should plan the future with new understanding. If you do not have enough money for a comfortable retirement, what options do you have?
15 Mar 2021

Three top wealth managers join PSG Wealth in Rosebank

By Staff Writer

Shaun Kotwal, Danilo Mantoan and Tim Harraway have established a new wealth management business based at PSG Wealth Rosebank in Johannesburg. All three wealth managers join PSG with significant experience in financial services. PSG has an already successful adviser team based in Rosebank, which has been running for the past three years. The new team...
15 Mar 2021

PROpulsion Pro to launch this week

By Staff Writer

PROpulsion Learning, in collaboration with NextGen Planners from the UK, is launching PROpulsion Pro, a first for the South African financial advice industry and profession.

10 Mar 2021

Advice for small financial advisers: Scale to rebound in 2021

By Staff Writer

The Covid-19 pandemic has hurt small or owner-led financial advisory practices that are finding it harder to survive. One of the significant effects of the lockdowns has been the economic impact on clients and the inability of financial advisors to engage in person, limiting their ability to grow their books.
10 Mar 2021

'I am here to sell you a policy'

By Staff Writer

I have been fortunate enough to have a career spanning more than two decades in the financial services industry in various roles in amazing businesses in our industry.
03 Mar 2021

Are warning lights flickering for SA’s wealthy taxpayers?

By Staff Writer

A key takeaway from the Budget was the staggering R213 billion under-collection of tax in 2021 compared to 2020, says Tim Mertens, chairman of Sovereign Trust SA. “This is the largest collection shortfall on record, and comes against a backdrop of a debt burden of R5.2 trillion by 2023/2024.”
01 Mar 2021

SARB releases comments on new financial emigration regime

By Staff Writer

Financial emigration is the process used by many South Africans abroad to formalise their non-resident status for both tax and exchange control purposes, and which is set to be amended, as mentioned a year ago in Budget 2020, and come into effect on 1 March 2021.
26 Feb 2021

A holistic approach to employee benefits is good for you and your clients

By Staff Writer

Has your doctor ever spoken to you about the benefits of a holistic approach to health – a view that looks at the whole person and all the different aspects of good health? Interestingly, the same thinking is relevant to the “health” of a business.

26 Feb 2021

Centric Wealth now an FPI Approved Practice

By Staff Writer

The Cape Town-based wealth management specialists are honoured to be one of 15 practices nationwide to have achieved this prestigious accolade and the Financial Planning Institute of Southern Africa (FPI) is thrilled at the prospect of advancing the cause of the Financial Planning profession together with them.
24 Feb 2021

Maximising purchasing power from your health cover

By Staff Writer

While South Africans are impatient to kickstart our country’s trajectory towards prosperity, many face the challenge of ensuring their family’s health needs are properly provided for, often on diminished household budgets.
24 Feb 2021

What advisers want from investment platforms

By Staff Writer

Investment platforms have gone through a spiral of various evolutions over the last decade. To many they are only known as administration platforms, but is this true? I would like to think not.