Skip to content
Who we are
Our Culture
Our People
Corporate Governance & Compliance
Tell Us Who You Are
Individual
Financial Advisors
Organisation
Strategies
Private Wealth Management
Asset Management
Niche Lending Solutions
Healthcare Advisory
Short Term Insurance
Share Portfolios
#Knowledge
Articles
Jargon Buster
Knowledge Library
Contact us
Who we are
Our Culture
Our People
Corporate Governance & Compliance
Tell Us Who You Are
Individual
Financial Advisors
Organisation
Strategies
Private Wealth Management
Asset Management
Niche Lending Solutions
Healthcare Advisory
Short Term Insurance
Share Portfolios
#Knowledge
Articles
Jargon Buster
Knowledge Library
Contact us
Search
Who we are
Our Culture
Our People
Corporate Governance & Compliance
Tell Us Who You Are
Individual
Financial Advisors
Organisation
Strategies
Private Wealth Management
Asset Management
Niche Lending Solutions
Healthcare Advisory
Short Term Insurance
Share Portfolios
#Knowledge
Articles
Jargon Buster
Knowledge Library
Contact us
Search
Contact me
Category: Financial advice
It’s never too early to start teaching children about the value of money
19 August 2021
16:35
Stephen Katzenellenbogen CFP®
Setting our children up with the tools and knowledge to start managing their money from a young age is arguably the most significant gift of all.
Full Story
View from the Chair – Proficio June / July 2021
12 July 2021
19:40
Mike Estment CFP®
Resource-rich South Africa – recovering its resilience or rambling in uncertainty?
Full Story
What impact do strikes have on investor sentiment?
24 May 2021
18:27
Andrew Duvenage CFP®
The possible effect of strikes on investor sentiment towards SA.
Full Story
Finding your Financial Advisor Match
13 April 2021
09:48
Zukiswa Sonjica CFP®
Choosing a financial advisor to help you develop a robust financial plan is a decision not to be taken lightly.
Full Story
View from the Chair – Proficio Apr / May 2021
13 April 2021
09:38
Mike Estment CFP®
Mike encourages clients to chat to their wealth managers about their hopes for a contented retirement – it is your advisor’s pleasure and responsibility to help you plan to fulfil your dreams.
Full Story
Underperforming Markets and Shrinking Investment Returns
8 February 2021
16:01
Mike Estment CFP®
Mike Estment addresses the anxiety that investors experience when markets underperform.
Full Story
How to set yourself up early for financial success
19 January 2021
08:52
Thuli Nkomo CFP®
/ how to set yourself up for financial success when transitioning
Full Story
I have resigned to start my own business. How do I manage my finances?
11 January 2021
06:39
Thuli Nkomo CFP®
As a new business owner, it is important to make the best financial decisions for you and the future of your business.
Full Story
How Saving and Investing can Secure Wealth
22 December 2020
13:48
Trevor Crouse CFP®
Different people save for different reasons, and the earlier you start, the better it is.
Full Story
Emigrating and withdrawing from your retirement fund? Here’s what you need to know.
14 December 2020
08:30
Lonwabo Simbi
Regulations regarding taking retirement funds out of the country when you emigrate are set to change; the proposed amendments may dramatically impact your financial planning if you are considering emigrating or are already living abroad.
Full Story
Load More