Category: Financial Planning Services

The Hidden Benefits of Financial Planning: Beyond Money and Wealth Financial planning has long been touted as a way to secure one’s financial future, but recent studies have shown that the benefits go far beyond just money in the bank. Research conducted by the Leeds School of Business in Colorado has found that individuals who…

The Future of Wealth Management: Chad Harmer’s Holistic Approach Harmer Wealth Management: Combining Human Expertise with AI for Personalized Financial Planning In the world of wealth management, artificial intelligence (AI) is becoming increasingly prevalent. However, for Chad Harmer, the founder of Harmer Wealth Management, AI is not a threat to his job – it is…

Financial Planning: The Key to Sustainable Wealth Creation and Financial Security The Importance of Financial Planning for Long-Term Prosperity In a world where impulsive decisions and short-sighted strategies often dominate personal finance, the importance of financial planning cannot be overstated. While ad hoc investing may offer the allure of quick wins and instant gratification, it…

Financial Challenges Faced by Platform Workers in Singapore: Study Findings and Recommendations The gig economy in Singapore is booming, but a recent study has shed light on the financial challenges faced by platform workers in the country. The ‘Financial Freedom for Platform Workers and the Self-Employed’ report, a collaboration between Singlife, PwC Singapore, and the…

Empower Review: A Comprehensive Look at Empower’s Financial Services Empower, formerly known as Personal Capital, has recently completed its rebranding under the new name Empower. Despite the name change, the service and offerings remain largely the same. Empower shines in various aspects, including offering free comprehensive investment management tools and providing access to a team…

Announcing the Finalists for the 2024 Financial Planner of the Year Award! The Financial Planning Institute of Southern Africa has announced the three finalists for the prestigious 2024 Financial Planner of the Year Award. The finalists, Gareth Collier CFP®, Rudolph Geldenhuys CFP®, and René Van Der Spreng CFP®, will be competing for the top prize…

Financial Freedom: Suze Orman’s Perspective on Financial Independence Financial Freedom Or Bust: Why Suze Orman Says Your Wallet Matters More Than Your Flag In a country that prides itself on freedom and independence, financial freedom often takes a backseat. Suze Orman, a renowned financial expert, recently highlighted the importance of prioritizing financial independence in a…

Young Professionals Finding Purpose and Financial Freedom as Sun Life Advisors Title: Young Professionals Embrace Dual Roles as Sun Life Financial Advisors In a world where millennials and Gen Zs are constantly seeking the perfect job to fit their lifestyle and financial needs, three young professionals have found a way to juggle multiple roles while…

Announcing the Finalists for the 2024 Financial Planner of the Year Award The Financial Planning Institute of Southern Africa has announced the three finalists for the prestigious 2024 Financial Planner of the Year Award. The finalists are Gareth Collier CFP®, Rudolph Geldenhuys CFP®, and René Van Der Spreng CFP®. These three individuals have been recognized…

Announcement of Finalists for the 2024 Financial Planner of the Year Award by FPI The Financial Planning Institute of Southern Africa has announced the three finalists for the prestigious 2024 Financial Planner of the Year Award. The finalists are Gareth Collier CFP®, Rudolph Geldenhuys CFP®, and René Van Der Spreng CFP®. These three individuals will…