Tag: financial adviser
OUTSMART THE TAXMAN BY MAKING THE MOST OF TAX SEASON
By Rita Cool, certified financial planner at Alexforbes
The start of the new year brings ‘tax season’ upon us – a good time to review...
KICKSTART YOUR SAVINGS WITH THESE TIPS
By Shelley van der Westhuizen, financial well-being strategy & applied research at Alexforbes
We often hear people talking about short-term, medium-term or long-term savings. But as...
Why a three-step framework can help financial advisers support their most vulnerable customers.
Author: Tim Farmer, Co-founder and Clinical Director at Comentis
We are witnessing a vulnerability epidemic. With the Financial Conduct Authority (FCA) estimating that one in...
WHAT YOU NEED TO KNOW ABOUT SUBMITTING A DEATH CLAIM
By Rita Cool, certified financial planner at Alexforbes
If your loved one was a member of a retirement fund at the time of their death,...
QUESTIONS TO ASK YOUR FINANCIAL ADVISER
With World Financial Planning Day approaching, it is the ideal reminder to meet with your financial adviser and review your financial position. To help...