Latest News

July 14, 2016

Rich man, poor man – How the ever increasing cost of living affects your financial planning.

DEFINITION OF INFLATION… “a general increase in prices and fall in the purchasing value of money”. It’s a fact… living in South Africa is not as […]
July 14, 2016

2016 Tax season for individuals

1st July 2016 saw the start of the 2016 Tax Season for Individuals. During Tax Season, you need to submit your income tax return (ITR12) so […]
June 10, 2016

The uncertainty continues…

On Friday 3 June, the S&P Global Ratings agen-cy published their 6 monthly review of the credit rating for South Africa’s long- and short-term foreign and […]
June 1, 2016

Insurance for young drivers – a changing landscape

Traditionally, insurance for young adults has been a costly affair. Insurers plug the personal criteria of age and number of years driving experience into a traditional […]
June 1, 2016

Protecting your children in the event of your death

Becoming a parent brings with it new roles and responsibilities and although it is important that you cater for your children’s immediate needs, it is essential […]
June 1, 2016

Education savings

Saving for your child’s education should be no more complicated than any other savings goal. Many education savings products currently being marketed fail in this respect. […]
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


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 […]
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