What does great financial advice look like?

There are tens of thousands of financial advisors in South Africa, but there is considerable variability in the quality of advice they offer. Many will focus on investments and other financial products you may need, but a good advisor’s role is a more demanding one.

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Our story: how it all began

In the middle of 2020, I found myself on a video call with five close friends. We had all signed up for the same retirement annuity, which we were now realising was a big mistake.

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