Financial Planning

List of companies in South Africa



FPI
South Africa
The financial planning institute of southern africa is the only professional body in south africa to offer the fsa™, rfp™ and internationally recognised cfp® professional designations.
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BLUEKEYFP
South Africa
It has taken me nearly 20yrs as a financial planner to try and get to the essence of financial planning and although I am a slow learner its simple but not easy.Have
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INVESTONLINE
South Africa
company icon At Investonline, our Client Portfolio Managers offer comprehensive financial planning solutions to ensure you meet all of your financial goals. Learn more.
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KALSIM
South Africa
Kalsim insurance & investments was established with a vision of being the first choice for our clients by providing a professional service that embodies our client’s
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IWCP
South Africa
Our insurance and wealth creation professionals focus on making your dreams a reality by making the complex decisions around financial planning simple. We ensure
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VSATTORNEY
South Africa
Should you require more details or assistance regarding Property Law, Financial Planning, Contracts please contact us at the following
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OCTAGONFINANCIAL
South Africa
Managing and building wealth, made simple. We are an independent financial solutions company dedicated to building wealth for long-term financial freedom
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LIKEMONEY
South Africa
Likemoney provides South African consumers with the most updated financial breaking news, opinion and insight. Signup to Likemoney newsletter & stay updated
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PKGROUP
United Kingdom
Step onto the property ladder with just a £5k deposit
2024-10-01
Stepping onto the property ladder can be overwhelming, so we have provided an overview of a range of borrowing schemes to help you secure the home you’ve been dreaming of.
Our experts are here to guide you through every step of the process, ensuring you find the right mortgage product tailored to your financial needs.
[…] The post Step onto the property ladder with just a £5k deposit appeared first on PK Group.
NSWM
United Kingdom
Talk Money Week 2024 – We’re Proud to Be Supporting This Nationwide Initiative to Get People Talking About Money
2024-10-01
Talk Money Week is taking place from 4th – 8th November 2024 and is the annual event all about getting the public talking about money.
The week is overseen by the Money and Pension Service – a national body bringing toget...
DUPACO
You’re so close: How much do you need to retire?
2024-09-25
How much do you need to retire? Asking yourself these questions can help you get a feel for how much you'll need as you get ready to retire.
The post You’re so close: How much do you need to retire? appeared first on Dupaco.
WESTCARRHARVEY
Australia
When do you need a business valuation?
2024-09-11
West Carr & Harvey are often called upon to provide business valuations for a variety of reasons.
When might you need a business valuation? 1....
from When do you need a business valuation? The post When do you need a business valuation? appeared first on West Carr & Harvey.
ADVANCEDASSET
United Kingdom
The future of retirement
2024-09-05
Experiences of the past and potential future scenarios The latest research reveals a significant disparity in perceptions regarding retirement experiences of the past and potential future scenarios.
Over the past 50 years, a ‘hard stop’ or ‘transitional’ retirement has been the predominant way people have transitioned into retirement.
A ‘hard stop’ refers to an abrupt […]
3BYTWO
South Africa
Investment Review – August 2024
2024-09-01
A User’s Guide to Unemployment StatisticsRead more ›
FPI
South Africa
FAIS Ombud clarifies remarks about consumers’ trust in their advisers
2024-08-27
The FAIS Ombud and the Financial Planning Institute of Southern Africa (FPI) issued statements this week after some financial advisers objected to the Ombud’s remarks about the extent to which...
The post FAIS Ombud clarifies remarks about consumers’ trust in their advisers first appeared on FPI.
KEENERFINANCIAL
Summer 2024 Financial Planning Newsletter
2024-07-17
The summer 2024 financial planning newsletter is now available.
In addition to the investment market update, it includes updates on inherited IRA required minimum distributions, HSA contribution limits, and the new Fincen filing requirement for business entities.
The newsletter also highlights strategies you may wish to consider for after-tax 401k contributions and trends in driving […]
REWEALTH
South Africa
Two Pot retirement system infographic
2024-03-13
Below is a brilliant infographic provided by Momentum on the new proposed two pot retirement system which will become effective on the...
SANFP
United Kingdom
Can I Change My Buy-to-Let Mortgage to Residential?
2024-03-08
Explore the transition from a buy-to-let to a residential mortgage with Sanctuary.
Expert advice to make your property work for you.