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Published – Cover. April 01, 2018

So, in all likelihood, our clients need to be saving more than conventional wisdom suggests. How do we achieve this in an economic environment where many are battling simply to make ends meet every month?

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Published – Money Marketing. May 31, 2018

One of the myths driving our approach to financial planning today is around the outdated assumption that our clients will retire at 65 and live until 90.

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Meet the team

Meet FMI employee, Ashley Pheiffer. As a business consultant, Ashley is the face of FMI, and plays a key role in building and maintaining FMI’s relationships with our trusted financial advisers. We chatted to Ashley about his role and life at FMI. Here’s what he had to say. keep reading

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Adviser Tips, News

Katie Smit – Financial Adviser

Starting your career is a huge milestone. As exciting as it is, it often comes with new challenges and responsibilities. That’s why the beginning of your career is the perfect time to start working on your financial plan. Here are my top 5 financial planning tips to help you get started: keep reading

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Real People, Real Stories

Meet FMI policyholder, Tyron Mackenzie – a self-employed photographer who was bold enough to leave his comfort zone and follow his passions for photography and traveling. He recently realised the importance of having income cover so that he could follow his passions without having to worry about not earning an income if he was faced with an injury or illness. We sat down with Tyron and got to know him a little better…   keep reading

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Meet the team, News

We’re so excited to introduce you to our longest-standing employee, Helen Govender. She’s celebrating 20 years at FMI this year. Considering we’re 22 years old, that’s an amazing feat. She’s the lady who knows everything about FMI, having worked in just about every department from Claims to Sales to Client Services, and now Underwriting. “When I started here, there were only 20 employees, and insurance was brand new to me,” she says, as we sat down with her to find out more about her life at FMI. Now, 20 years later, Helen’s our go-to person. keep reading

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Published – FAnews February 2018.

Most Investment plans are designed to provide an income post-retirement or to save towards a specific need. Risk benefits protects your client’s ability to earn the income in the first place. So, in a very real sense, both are protection your client’s future income stream.

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