Is It Worth Paying a Financial Planner to Assist With Your Investment Portfolio?

We welcome back Grant Locke, head of OUTVest, to talk to Warren Ingram about the impact of financial planners in the investment industry, what studies show and the fairness of fee structures based on clients portfolios. 

Topics/ Questions: 

  • Do financial planners add value to your portfolios? 
  • What do Vanguard and Morningstar studies show on where financial planners add value? 
  • About Vanguard and Morningstar 
  • How are fees determined for financial advisor services? 
  • Why do we have percentage-based fees? 
  • What is a fair fee structure? 

Have you heard about the OUTVest competition where you can win R10 000 invested into your OUTVest investment account? Simply visit  for more information on how to enter and the great prizes up for grabs! 

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