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Is It Time for the Next Stage of Your Advice Career?
By Jaco Fourie, Chief Business Development Officer, Masthead Financial Planning As financial advisors progress in their careers, many begin asking whether the environment that helped
COFI Licensing: Could It Be Time to Rethink Your FSP Licence?
COFI Licensing: Could It Be Time to Rethink Your FSP Licence? For many financial advisers, COFI raises one important question: Will I need to apply
Masthead Financial Planning unveils new look as it enters its 15th year
Masthead Financial Planning unveils new look as it enters its 15th year As regulatory reform reshapes the advice landscape, Masthead Financial Planning (MFP) has unveiled
Ethics and Compliance – From Principles to Practice
In this article, we look at how ethics have evolved in the financial services industry – and what this means for financial service providers (FSPs)
Blogs & Articles
Stay informed with insights, updates, and advice from Masthead Financial Planning advisors
and industry professionals.
Preparing for COFI: What MFP Is Doing Now
Stronger data, systems and processes will help MFP advisors move into the COFI framework with confidence while staying focused on their clients. The proposed Conduct of Financial Institutions (COFI) framework is expected to bring significant change to bring significant
The hidden costs of running your own FSP
We explore the often-overlooked costs of running a regulated advice business – from compliance and technology to specialist support and the time required to manage an advice practice. Most advisors are aware of the obvious costs of running a financial
Deepfakes Are Making Investment Scams Harder to Spot
The Financial Sector Conduct Authority (FSCA) recently warned the public about a deepfake investment scam that used AI-generated videos of well-known financial journalists Maya Fisher-French and Bruce Whitfield to promote an alleged investment opportunity. This is not the first time
Factors that can shape your financial future
Four key factors can have a lasting impact on your financial wellbeing: education, health, home and transport. Read more about how lifestyle choices can improve your financial future.
Factors that influence your premiums
Insurance premiums for life, disability and critical illness cover are not randomly calculated – they are based on your personal risk profile. Key factors include your health, lifestyle, occupation, amount and type of cover, and policy term. Younger, healthier people generally
Understanding your retirement pot options
When you leave your employer before retirement, you face important choices about your retirement savings. You can remain in your current fund as a paid-up member or transfer your savings to a new employer fund or a retirement annuity. Under the two-pot
Preparing for COFI: What MFP Is Doing Now
Stronger data, systems and processes will help MFP advisors move into the COFI framework with confidence while staying focused on their clients. The proposed
The hidden costs of running your own FSP
We explore the often-overlooked costs of running a regulated advice business – from compliance and technology to specialist support and the time required to manage
Deepfakes Are Making Investment Scams Harder to Spot
The Financial Sector Conduct Authority (FSCA) recently warned the public about a deepfake investment scam that used AI-generated videos of well-known financial journalists Maya Fisher-French
Factors that can shape your financial future
Four key factors can have a lasting impact on your financial wellbeing: education, health, home and transport. Read more about how lifestyle choices can improve your financial future.
Factors that influence your premiums
Insurance premiums for life, disability and critical illness cover are not randomly calculated – they are based on your personal risk profile. Key factors include
Understanding your retirement pot options
When you leave your employer before retirement, you face important choices about your retirement savings. You can remain in your current fund as a paid-up member