Financial Consultant I have decades of experience in the financial services industry in South Africa. I worked for Discovery, the country’s largest insurer, for 16 years as a Specialist Consultant/Franchise Director, heading up many of their franchises, before moving to Regal, a leading financial advisory firm. I decided to relocate and join Infinity in Ho Chi Minh City which would give myself offshore experience in the industry and satisfy my craving to explore a different culture.

The Importance Of Budgeting And Saving

Do you budget? I’m always surprised by just how many individuals and households don’t. Budgeting is at the foundation of successful financial planning not just for businesses but for all of us. And it is crucial whether you earn $1,000, $10,000 or $100,000 (!) a month. If you don’t know how much is flowing in…

Are forgotten assets losing you money?

Back in 2016 the Financial Conduct Authority (FCA) in the UK launched a review of the the life and pension sector’s closed-book business which revealed how they were exploiting their longest-serving customers. The review highlighted a number of failings including holding customers to unfair and outdated terms and conditions written decades previously, companies failing to…