Investors want to maximise the return on their savings over their lifetime, while minimising risk on those portfolios. Watch our top three finalists in the Financial Planning Institute’s (FPI) Financial Planner of the Year Award, take us through:
• The CERTIFIED FINANCIAL PLANNER® designation, with Francois le Roux, CFP®
• Whether endowment policies still offer value with Janet Hugo, CFP®
• Resilient investment plans with Mark MacSymon, CFP®

The stock market can be volatile from time to time, should one get out when there is turmoil or stay for the long run? Take three minutes to watch Janet Hugo, CFP®, for some tips on this.

Do you have a financial plan? Take three minutes and get the lowdown on what a financial plan should look like with Natasja Hart, CFP®. The sooner you start, the less you have to do, and the more your money works for you!

How would you pay for your children’s education if you became disabled? Take 3 minutes with Cheryl van Rooyen, CFP® and get some answers to this tough question.

Get the low-down with Angelique Visser, CFP® as she shares a wealth of information on how your relationship status can affect your Wealth and Legacy PlanTM

What is lifestyle financial planning? Join Francois le Roux, CFP®, for an overview of how this process will help you match your dreams and aspirations with the reality of a financial plan, all in a quick four minute video.





Is financial planning evolving with the use of technology? Here we have Mike Lombard, CFP®, sharing how the use of technology has brought collaboration up and fees down (from 2m 36).

There are 6 steps that every professional financial planner should be following when setting up a financial plan with you – find out what these are with Francois le Roux, CFP®.

Can endowment policies still offer value in today’s environment? Spend 5 minutes with Janet Hugo, CFP® as she shares her knowledge of endowments as well as what fees you should be aware of.

We take the time to choose the right school for our children, the right business partner or the perfect house – but do we take the same care when choosing a financial planner? Dirk Groenewald, CFP® shares some input on what to look when selecting a CERTIFIED FINANCIAL PLANNER®