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Headline Stories of the Week

Achieving client goals

26 Nov 2020 Financial Service Intelligence Watch

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 ...

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Guidance Notice on the lapsing of licenses in ...

26 Nov 2020 Financial Service Intelligence Watch

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 ...

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Namibian man jailed over credit card scam

24 Nov 2020 Financial Service Intelligence Watch

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 ...

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NGOs lose bid for interdict against FSCA recruitment ...

24 Nov 2020 Financial Service Intelligence Watch

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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Latest Compliance News

Achieving client goals

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

Namibian man jailed over credit card scam

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 ...

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Latest Open-Source Library Items
Working Smart

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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