This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Does your 'fear of flying' affect me?

Loading player...

Yvonne Kilian - Financial Planning Coach at Old Mutual Wealth

Our personal experiences influence the choices we make when investing. How do you and your planner move beyond these biases to unlock your full wealth potential?

For more information visit:

https://www.oldmutual.co.za/hardquestions

Chapters

00:44 Explaining the role of a Financial Planning Coach
01:22 What are you actually paying for with a financial planner?
03:55 How do I know when I receive the value?
07:04 If I had a bad experience with a financial planner previously, how is this going to be different?
08:49 Discussing the emotions behind the financial planning process
10:37 The importance of the relationship with your financial adviser

2 Mar 2021 English South Africa Business

Other recent episodes

Growth Meets Higher Rates: What Markets Are Pricing Now

How much are investors willing to pay for growth when the cost of money is rising? In this episode of Markets & Meaning, Sean Ashton explores the changing relationship between higher interest rates, economic growth and equity valuations. He looks at why US Treasury yields have moved above 5%, whether…

1 Oct 18 min

The power of diversification by selecting the right mix, Stephen Brierley, Head of Retail at Old Mutual Multi-Managers

One of the most important lessons 2020 has taught us is that diversification remains an investors best defense against various market cycles. In this Market Matters Podcast Stephen Brierley, Head of Retail at Old Mutual Multi-Managers discusses the power of diversification by selecting the right mix of securities, asset classes,…

9 Dec 2020 20 min

South African interest rate trajectory over the course of 2020, Ameer Amod, Head of Absolute and Fixed Interest

This year, interest rates in most developed economies fell to zero, and in some cases, below zero. In this Market Matters Podcast, Ameer Amod, Head of Absolute and Fixed Interest at Old Mutual Multi-Managers, discusses the interest rate trajectory over the course of 2020 and how this has affected the…

9 Dec 2020 22 min

Celebrating Women: Gender Equality in the Workplace with Pat Magadla

In celebration of Women’s Month, Ian Fraser sits down with Pat Magadla, a Senior Business Development Manager at the Old Mutual Investment Group to discuss the importance of gender equality in South Africa, especially in the workplace. In this inspiring talk to encourage the next generation of leaders, Pat touches…

26 Aug 2020 16 min

How the SA property sector compares to the global landscape, Nosibusiso Nqgondoyi, Head of Property and Hedge at Old Mutual Multi-Managers

2020 has been a challenging year for local property. In this Market Matters Podcast, Nosibusiso (Busi) Nqgondoyi, Head of Property and Hedge at Old Mutual Multi-Managers, shares her insights on how the local listed property sector compares to the global landscape, from a diversification perspective. She also discusses what the…

9 Dec 2020 12 min

All episodes