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LATEST Financial Planning  

Your pre-holiday personal affairs’ checklist

25 Dec 2021 /  Rita Cool
Prepare for the unexpected.

Look after your mind, body, soul, and your wallet, to be financially independent

25 Dec 2021 /  Ali Simpkins
How a modern-day woman can navigate her finances and avoid proven blunders.
1

Get some of your investments away from the Master

22 Dec 2021 /  Craig Gradidge
The pandemic initially highlighted the importance of emergency savings and risk cover – but other issues have appeared that investors need to be aware of.

My husband got a preservation fund after I signed divorce papers. Should I sue him?

15 Dec 2021 /  Eric Jordaan
Legal remedies are available, but will require an amended divorce order to include the division of your ex-husband’s pension interest.

What to consider when choosing a fund manager

2 Nov 2021 /  Ciaran Ryan
When constructing a portfolio, manager selection is key. Here’s what investors should consider.
4

Is it possible to financially prepare for cancer?

1 Nov 2021 /  Karin Vorster
A look at the true cost of cancer.

Offshore diversification of wealth in a global universe

25 Oct 2021 /  Ryk van Niekerk
When we're looking at a wealth member holistically, it's not just the individual person, it's also their significant other and family that we plan for – Linda Sherlock, executive head of PPS Wealth Advisory and Business Development.
2

FSCA to review troublesome universal life policies

4 Oct 2021 /  Eleanor Becker
Long-term insurance ombud says these policies may result in unfair outcomes to policyholders.
2

Signing surety doesn’t have to be a life sentence

26 Sep 2021 /  PJ Veldhuizen
But be very sure about what you're signing up for.
1

Understanding the roles of those nominated in your will

19 Sep 2021 /  Christel Botha
A look at considerations for minor children, who benefits from a trust and more.
1

Without a will: What happens to your home when you die?

18 Sep 2021 /  Transaction Support Centre
The intended heir may not be the one who ultimately inherits it.
3

How to invest for your child’s education and starter investments

17 Sep 2021 /  Boitumelo Ntsoko
Craig Torr, CFP at Crue Invest, discusses how much you need to save for your child’s secondary and tertiary education, the best product to achieve this, how to save for a nest egg to set them up and the options available for parents to kickstart their child’s investment journey.
3

INN8 launches local investment platform

17 Sep 2021 /  Akhona Matshoba
Aiming to eliminate the pain points and complexities of investing for both advisor and client.

Why you need a will

13 Sep 2021 /  Fifi Peters
Tony Hakime – Senior manager, Standard Trust Limited.
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