FPI Archives -

Financial planning profession in SA – not yet, not even close!

For far too long now we have been talking about financial planning becoming a profession in SA…sadly, we are not even close yet because it still remains an industry dominated by the need to sell products and by the suppliers of those products.

You should be ashamed of yourselves, Liberty Life

I just came across a client who has been sold a decreasing life annuity by someone representing Liberty Life. Yes, I know that there is no such thing (officially) as a decreasing life annuity (no one would buy it if there was) but this is effectively what a non-escalating life annuity is. You have condemned …

Deceivery Life

I just received an invitation to the Discovery Life financial planning summit…on opening the invitation I noticed a few things: The invite is for a financial planning summit The agenda is dominated by sales techniques – sure there are some other topics thrown into the mix but it appears that the main motive is to …

The Financial Coach

Financial planning profession in SA – not yet, not even close!

You should be ashamed of yourselves, Liberty Life

Deceivery Life