The Financial Coach

MANAGING PEOPLE AND THEIR EMOTIONS AROUND MONEY

It’s a (green) jungle out there

Successive consultants and managers have struggled to see my resistance to support Old Mutual when looking for solutions for clients. They have repeatedly tried to sell me the “company line” – 165 years of experience, solid big company etc etc etc… I dont care, I just dont trust them to do what is in the …

A total rant!

I need to get this off my chest (again)…been fighting with 3 of the bigger insurance companies re the level of disclosure on their products with respect to fees and more specifically the performance on their portfolios… Suffice to say it is a futile exercise – it appears that even in this highly regulated environment …