THE Financial Planning Institute’s Financial Planning Week takes place next week, from October 2 to 8. It coincides with the International Organisation of Securities Commission World Investor Week and includes World Financial Planning Day on Wednesday, October 4. 

The institute (FPI), supported by its network of Certified Financial Planners (CFPs), is promoting access to professional financial planning and holding financial education workshops across South Africa.

David Kop, the head of public policy and consumer affairs at the FPI, says: “We are proud to be part of the World Financial Planning Day and World Investor Week. We will be working together with the global community of CFP professionals to help millions of citizens improve their financial well-being and build a better future.”

FPI members around the country will be offering free advice. Among them will be the following:

• Cape Town: Antonio Bacchiet from McKenzie Life will be available for free consultations in
Constantia Village on Friday, 
October 6. To book, email [email protected]. Craig Torr from Crue Invest in Pinelands will be presenting to school-going teenagers about being financially responsible. For details, visit FPI financial education workshops will be taking place at False Bay College in Muizenberg and at the ENS Pro Bono Centre, Mitchell’s Plain. Visit for more details.

• Johannesburg: Integral Wealth Management will provide complimentary advice on Friday, October 6, at its offices in Illovo. Call 087 985 0103 or email [email protected]. Progressive Wealth in Paulshof will be offering free consultations on Friday, October 6. Call 011 465 5956 or email [email protected].


One of the aims of Financial Planning Week is to increase awareness about saving. 

Sue Torr, a director of Crue Invest, says people often complain to her that they can’t find the money to save. She points out that it’s not difficult if you put your mind to it. We are creatures of habit, she says, but with a little effort, bad habits can be broken and we can form habits that are more healthy, to ourselves and our environment. Torr gives the example of how the people of Cape Town have come up with ingenious ways to save water as the city faces a critical water shortage going into summer. If you can do things to save water, and get into the habit of doing so, why can’t you do the same with your finances?

Do you have a bright idea about how you can save money and change your spending habits by doing just one thing? If so, Personal Finance and Crue Invest would like to hear from you. Your suggestion will go onto the Personal Finance and Crue Invest websites, and next week Personal Finance will publish some of the best suggestions, with extra savings advice from Torr.

You can use Twitter or Facebook to post your suggestions using the hashtag #just1thing and mentioning @persfinza and @crueinvest. Or you can email your suggestions to [email protected]