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Wealth Manager portfolios get International rating from Centre for Fiduciary Excellence

Jonathan Moodie CFP® AIF ™ the Director of Wealth Manager, an independent financial services provider based in Hilton, has been acknowledged by Old Mutual Wealth’s Tailored Funds Portfolio division as having brought the Centre for Fiduciary Excellence (CEFEX) standards to South Africa. During the past year, Jonathan was instrumental in introducing this division of Old Mutual to CEFEX. These funds were audited and subsequently certified on February 22nd, 2019 in Pittsburgh, USA. The...

The Star’s Personal Finance

One of the most common mistakes people make with their finances is waiting too long before they start investing for their old age. And the financial services industry should be doing more to ensure that individuals are saving enough for their later years. So says Jonathan Moodie, of Moody’s Strategic Financial Services. As a financial planner, he has seen many people who, because they did not plan adequately for their retirement, are “dying a financial death” and losing their dignity...