In today’s financial planning environment, cash flow modelling has become a cornerstone of client engagement. Advanced platforms now generate detailed projections, interactive visuals, and “what-if” scenarios in seconds. For advisors, the appeal is obvious: efficiency, accuracy, and the ability to bring a client’s financial future vividly to life. But alongside this promise lies a quieter...
In today’s tightly regulated financial services environment, investment proposals have become more than just planning tools — they’re now often treated as compliance artifacts. But this shift raises an essential question: Are we writing proposals for our clients — or for the compliance file? In an ideal world, the answer would be both. But in...
Jessica shares her insights into the Optimal Growth Portfolio and the Balanced Hedge Portfolio, focusing on strategic asset allocation, achieving the client’s goals, portfolio construction, and how returns are enhanced whilst managing risk. Click Here To View The Full Interview.
The role of Discretionary Fund Managers (DFMs) in financial planning is evolving rapidly, offering financial advisors innovative ways to enhance portfolio management and client outcomes. In the latest edition of the Blue Chip DFM Guide 2025, Marius van der Merwe shares his expert perspective on how DFMs are transforming investment strategies, improving efficiencies, and delivering...
February marks a crucial time for South African financial planners and their clients, as proactive strategies can significantly impact tax savings and long-term wealth accumulation. As the Tax year end approaches, South African financial planners and their clients face a pivotal opportunity to strategize tax savings ahead of year-end. While these strategies are well-known, it's...
We believe advisers should be able to integrate their clients personality traits and investment behaviour with their investment outcomes. Later this year we will be launching exciting life-based investment planning and suitability tools. These tools are meant to enhance client risk assessments. Read more in the Citywire article below Here.
Amity Investment Solutions’ latest hire Ingrid Breed wants to help advisers give their clients the right advice. Click Here To Read The Full Article.
Economics, Politics and Funds GAINING A DEEPER UNDERSTANDING INTO GLOBAL FUND MANAGERS | Economics, Politics, and Funds are all interlinked it seems in the world of fund management and investments. As a small boutique discretionary fund manager, we have incorporated technology to help us navigate the world of global fund managers and global markets. Though many...
An online presence is essential for financial advisers to effectively market their services, build relationships with clients, and thrive in the digital landscape of the financial industry. Click Here To Read The Full Article.
Define your value and your value will define your client's financial wellbeing! Is your value proposition guiding your client to financial wellbeing? What is financial wellbeing, you may ask. It can be defined if we firstly grasp the concept of wellbeing on its own. Wellbeing refers to being satisfied with life in general, having a...