By Lee Rossini A goal is an idea of the future or desired result that a person envisions, plans toward, and commits to achieve. In this regard, a well-documented aspect of the financial planning process is the identification of client ...
Read More ...The Guidance Notice on lapsing was published by the Financial Sector Conduct Authority (FSCA) in terms of section 141 of the Financial Sector Regulation Act. The FSCA has identified a recurring trend in terms of which financial services providers or ...
Read More ...A Windhoek resident who offered to pay a bribe of N$250 000 in a bid get bank cards seized during the investigation of the Fishrot fishing quotas corruption case has implicated a businessman in the case. Jason Iyambo who has ...
Read More ...NGOs lose bid for interdict against FSCA recruitment process, with judge saying that transparency is not a one-size-fits-all concept. They had also asked the court to have the regulations covering the selection process — which have been amended twice, mostly ...
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By Lee Rossini
A goal is an idea for the future or desired result that a person envisions, plans toward, and commits to achieve. In this regard, a well-documented aspect of the financial planning process is the identification of client goals. After uncovering these, the next step is to plan the ...
Read More
The Guidance Notice on lapsing was published by the Financial Sector Conduct Authority (FSCA) in terms of section 141 of the Financial Sector Regulation Act 9 of 2017.
The FSCA has identified a recurring trend in terms of which financial services providers or responsible persons fail to comply with section 11 ...
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A Windhoek resident who offered to pay a bribe of N$250 000 in a bid get bank cards seized during the investigation of the Fishrot fishing quotas corruption case has implicated a businessman in the case. Jason Iyambo who has been sentenced to nine months imprisonment implicated James Hatuikulipi ...
Read MoreOn 14 October 2006, Complainant went to Respondent’s furniture shop, Barnetts at Port Shepstone, Kwa-Zulu Natal. She wanted to buy a small television set and a small stove.
Gumede vs. JD Group (2008) (Credit Life insurance)
CONDUCT OF BUSINESS REPORT FOR THE PERIOD ENDING
By Lee Rossini
A goal is an idea for the future or desired result that a person envisions, plans toward, and commits to achieve. In this regard, a well-documented aspect of the financial planning process is the identification of client goals. After uncovering these, the next step is to plan the client’s finances in such a way that it leads to the achievement of these goals. There is an implicit assumption that after the client has decided on their lifestyle and financial goals, they can be easily achieved. Unfortunately, some understanding of what it takes to achieve goals is needed as this process is more complex than merely stating what they are. With sufficient understanding, the goal setting and planning process is hugely beneficial to clients as it promotes long-term vision, and short-term motivation. It focuses on intention, acquisition of knowledge, and assists in organising resources.
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