Tag - financial adviser

Don’t let your financial adviser bully you

By Kagisho Mahura, investment and retirement planning specialist at Gradidge-Mahura Investments. I had a discussion with a client a few months ago that has sensitised me to the power dynamics that exists between financial advisers and clients. The client was a senior manager in a mining company, and had been informed that he would be receiving a...

Not all financial planners are equal

Last weekend, I spent my time searching for elusive pieces of paper and trawling my inbox for financial statements. It was a partly frustrating, partly liberating experience as the aim was to get all our family’s financial paperwork together so our financial planner could provide us with a full financial assessment. It was a sobering exercise...