integrated wealth planning

06 Apr 2021

Hard questions you should ask your financial planner - and some you should ask yourself

By Staff Writer

Working with a financial planner is an important step in anybody’s financial journey. It’s the key, in fact, to taking your wealth further and enabling you to do the things that are important to you.

21 Oct 2019

Why a financial plan should speak to all facets of a client’s life

By Janice Roberts

By: Ferdi Booysen, Head of Client Solutions at Old Mutual Wealth The traditional approach to financial planning has been under a lot of scrutiny in recent years. While it can be argued that this approach has had its flaws, it is very positive to note how the industry has embraced a more holistic way of providing...