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Do you think I'm tripping myself up?

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Olwethu Msanabo - Financial Planning Coach at Old Mutual Wealth

Integrated Wealth Planning is designed to co-create a financial plan underpinned by your lifestyle and financial goals. Before it can be about money, it needs to be about you.

For more information visit:

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

Chapters

01:14 How do we sabotage ourselves in terms of achieving our financial goals?
01:49 Explaining cognitive bias and examples of how it occurs in financial planning
03:21 As investors, how are we affected by emotions in the financial planning process?
06:39 How do financial advisers cope when dealing with emotion in a long-term investment?
08:28 What happens when a client decides they know better than their financial adviser?
09:17 How often should a financial plan be updated?

2 Mar 2021 English South Africa Business

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