Latest News

June 1, 2016

What to consider when appointing beneficiaries of provident funds

The award of the retirement fund death benefit is a controversial, complicated and slow process, that is not well-understood by fund members and their dependents. The […]
June 1, 2016

FPM Education Foundation

Giving back has always been important to us, which is why we developed the FPM Education Foundation. The mission of the FPM Education Foundation is to […]
May 6, 2016

We all work hard to buy assets but do we take time to protect them

Wouldn’t be fantastic to be able to leave your home knowing that the items you have with you that you have worked so hard to acquire […]
May 6, 2016

Setting a course for a comfortable retirement

Setting goals is important and it allows individuals to set a course that will result in a good chance of success. However, simply setting goals does […]
May 6, 2016

Welcome to Greg Visser

The FPM Risk and Wealth Management Team are happy to announce that Greg Visser joins our team as our new Senior Financial Advisor with effect from […]
May 6, 2016

How important is a Pension or Provident Fund in your retirement planning mix?

Most of us aspire to maintain our standard of living well into retirement. The harsh reality is that only around 6% of South Africans would be […]
May 6, 2016

J.P. Morgan Corporate Challenge 2016

On Thursday 7th April 2016, some of our FPM Rangers participated in the J.P. Morgan Corporate Challenge which, despite the cold weather turned out to be […]
April 6, 2016

Do you have any undisclosed offshore assets or offshore income?

In the budget speech at the end of February this year, the Minister of Finance announced a Special Voluntary Disclosure Programme “SVDP” to allow taxpayers with […]
April 4, 2016

Your ticket is booked, your bags are packed but have you remembered the Travel Insurance!

An overseas trip is an exciting time for many people. The tickets are booked and the bags are packed and we await the departure date with […]
April 4, 2016

Trusts

FPM prides itself on offering independent and expert fiduciary and trust services – in cases where we are appointed as trustees we discharge this duty with […]
April 4, 2016

Do you have financial freedom or are you tied up in debt?

Ah! Financial freedom! The dream of having an abundance of money, which is supposed to set you free from your financial woes and support a lifestyle […]
April 4, 2016

Retirement annuity compared to a pension fund

If you have a retirement annuity as well as being a member of a pension fund and you want to increase your savings for retirement, the […]
March 3, 2016

Budget Speech 2016

In one of the most important budget speeches in South Africa’s history, finance minister, Pravin Gordhan, delivered what many believe to be a solid budget under […]
March 3, 2016

How the weak Rand devalues your short-term insurance

The past few months have seen a major decline in the value of the Rand against the Dollar and the Euro.The effect of this is that […]
March 3, 2016

How the new retirement and tax reforms affect you

Much of the noise and debate about the new retirement and tax reforms has been focused on the compulsory annuitisation of provident fund money.To some extent, […]
March 3, 2016

Is your driver’s licence valid?

Remember to renew your driver’s licence on time. In a perfect world, you would renew your driver’s licence four weeks before expiry date. But none of […]
March 3, 2016

What a start to 2016!

Just when we thought we had seen it all after the Zuma gaffe made in December when he fired Finance Minister Nene, we have seen Constitutional […]
February 2, 2016

Where there’s a Will there’s peace of mind

The importance of an up to date Last Will and Testament and what one must consider. Upon your death, a will is the last gift that […]
February 2, 2016

Love your Life

How will you be demonstrating your love this Valentine’s Day? Roses, chocolates, fancy over-priced dinners, fluffy toys, diamonds or champagne? Yes, these things are all very […]
February 2, 2016

You have until the end of February to make use of your Tax free savings allowance

Tax-free Savings Accounts (TFSA) have been around for a while now and the response from the market since inception in 2015 has been very positive indeed. […]
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