Jacques Rossouw, Managing Director of Astute and Regard Budler, Head of Product Solutions at Momentum Corporate.
Many South African consumers have not yet embraced the idea of holistic financial planning. They tend to avoid paying for financial advice and end up with a suite of financial products that do not match their long term needs and goals. Due to their lack of knowledge in financial planning they are not aware of the implications of failing to ensure that all the elements of a financial plan tie in together. The impact of failing to structure financial affairs properly can be significant, for example many South Africans cannot afford to retire or are grossly under insured. This is why holistic financial planning is important. (more…)
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