I am proud to be the first Certified Financial Transitionist® (CeFT®) in Africa. As a financial planner with 25 years of experience and a 5-Star achiever rating, this felt like the next best step for me to take to deliver even more value to my clients and grow in my skills and calling. After 12 months of studying, training and preparing for the extensive 8-hour exam, I received my CeFT® designation in January, 2019. As a […]
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Five awesome things about women investors
It’s Women’s Month, and we’ve been thinking lately about all the ways in which women are wonderful in matters of money.
Women as investors don’t get praised often enough – there’s been an unfortunate stereotype in the past that keeps finances in ‘man territory’. Today, we’d like to honour the ladies in our stock markets and on our shareholders’ boards and count the ways in which they rock and the things male investors can learn from them.
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Mind the gap within
What you think you can do and what you can do are not the same thing. What would you try with your finances if you couldn’t fail?
When it comes to the things we want in life, most of them are inextricably linked with our finances.
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The seven habits of cyber secure people
It’s not for nothing that cyber crime and hacking was considered 2019’s number one “major risk” by the world’s largest insurer, Allianz, in their latest Risk Barometer Survey. These days, it’s not if the security of your electronic identity and assets will be tried by a criminal, it’s when.
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Different money personalities
Dealing with money matters can feel like negotiating a minefield for many couples, which is highlighted in this article by Maya on Money. Money has been cited to be the biggest reason for divorce, and differing attitudes towards money in any relationship can cause friction. So let’s take a look at some basic ‘money personalities’ and you can decide with which you most identify. This may not only help you to manage your relationships, but also […]
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Should we trust in trusts?
We live in uncertain times, so it is natural for many parents to want their children to have financial security, without money worries on top of everything else. Many parents also wish to build their wealth to such an extent that it will be passed down for generations to come, and a recent article published in Maya on Money examines the use of trusts to create intergenerational wealth and ensure a financial legacy. No matter how […]
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5 key financial terms explained
Do you nod along blankly when someone talks about unit trusts, or do your eyes glaze when you hear the word ‘annuity’? Do you wish investment terms weren’t so complicated or full of abbreviations? It’s easy to get confounded by the use of financial jargon if you haven’t been trained in the financial services industry or been exposed to the world of investments before. But don’t let that put you off. It’s just a question of […]
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