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Financial planning for women

financial planning for women - sunel veldtman

Why should you bother and should there be a distinction?

A financial planner once told me that it was unprofitable to pursue female clients: “They are hard work and as soon as you have built a good relationship with them, they get married and run to their husband’s financial adviser, abdicating responsibility for their money. Or, even worse, they stop working to become moms.”

Are we heading towards a financial hangover?

financial hangover - sunel veldtman

I think that professional investors are influenced (or perhaps scarred) by their first experiences in the markets. I started my career in investments in the early 1990s, not long after the stock market crash of 1987, during which the Dow Jones Industrial Index fell by 23% and only regained its previous high two years later.

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