Retirees who have been relying on market-related investment returns to provide for their retirement income have had a pretty tough ride over the last three years.
Tag - financial adviser
It’s not too soon to engage your financial planner in a conversation about how much you will be charged for financial advice once RDR comes into effect.
What are the true differentiators when it comes to wealth management businesses?
Every married woman should seriously consider having her own financial adviser, who has her best interests at heart and can advise her accordingly.
The Retail Distribution Review (RDR) aims to provide transparency around financial advice and products, but how do customers really feel about it?
You don’t have to have a lot of money to invest in order to work with a financial planner.
Craig Gradidge explains why “Where should I invest?” is the wrong question to ask your financial adviser.
Advice on savings for contract workers who don't earn a set salary each month.
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...
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...