Carmel Wealth has recently hired ex-PortfolioMetrix SA MD, Kathryn van Dongen, a qualified Chartered Accountant and well-known figure in the financial services industry. Kathryn joins Carmel Wealth on 1 May 2024 as COO and will be instrumental in formulating and driving the Group’s expansion strategies and business operations.

David Morobe, Executive General Manager of Impact Investing at Business Partners Limited, who says that by their very nature elections can be disruptive, add a degree of uncertainty and pose some risk to small businesses on the ground as investments by governments, private sector and even small and medium enterprises (SMEs) themselves are postponed in the run-up to elections.

The group attributes its continued growth, delivered despite continued tough market conditions, to its ability to sustain a healthy new business pipeline, attracting inflows from current and new clients.

Leaders from Old Mutual and the Cape Chamber of Commerce & Industry and other key stakeholders look forward to a ground-breaking thought leadership session on 17 April at the Grande Roche Hotel in Paarl. The focus will be on exploring shared goals and identifying ideas and initiatives that will boost growth, sustainability, and inclusion in the agricultural sector.

Recently the second Broker Award event was held at a gala dinner, when ASI Financial Services took home two of the top awards: Broker of the Year (2023) and Best Net Growth in 2023.

Amid a backdrop of escalating debt challenges and a rising cost of living, should advisers recommend using accessible retirement savings to pay off debt?