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LATEST Financial Planning  

Local bond market attractive, but be cognisant of SA-specific risks

15 Jan 2021 /  Patrick Cairns, Citywire  
Managing duration in fixed income will be key in 2021 – Sasfin.

Your will and the reality of procrastination

9 Jan 2021 /  Brandon Garbutt   8
Life can be unexpected.

Common wealth planning mistakes and how to avoid them

9 Jan 2021 /  Louis Jooste   1
One of the most underrated consequences of death is the need for liquidity, for your loved ones to meet the financial obligations of your estate.

Just thinking long term is not enough

8 Jan 2021 /  Anet Ahern   3
It's important to adjust portfolios to manage risks as they emerge and include future growth drivers.

The key elements of a good financial plan

6 Jan 2021 /  Gerard Visser   2
Your plan should be updated every year.

What’s next for SA and the global economy?

5 Jan 2021 /  Maarten Ackerman   6
Investors must consider cash and bond alternatives that offer some protection, but with cash-beating returns.

How your love decisions effect you even after death

5 Jan 2021 /  David Knott  
In a few scenarios your last instructions in your will may not be carried out as intended.

The importance of planning for retirement

28 Dec 2020 /  Errol Meyer   6
Even if it’s still many years away.

What’s the best way to invest R10k for my son’s university education?

23 Dec 2020 /  Elke Brink   14
And which unit trust fund would be best should I want to invest one?

Fais Ombud slates FSPs for marketing endowment policies as investments

21 Dec 2020 /  Roy Cokayne   26
Warns the 'tickbox' approach to the record of advice falls short of compliance requirements.

Private debt: Investors’ solution to low returns?

12 Oct 2020 /  Adriaan Kruger   2
Lending directly to companies yields attractive returns, but there are reasons for that.

National Wills Week – Why you should take note

11 Oct 2020 /  Alex Simeonides  
'More than 75% of South Africans pass away without a valid will in place.'

How do we amend an inter-vivos trust amid lockdown restrictions?

30 Sep 2020 /  Eric Jordaan  
With Covid-19 travel limitations there is no way we can get the necessary documents originally signed by my son.

What is the best way to spend my tax refund?

28 Sep 2020 /  Jesse Morgans  
Putting it into an RA, settling debt, investing in a tax-free unit trust, or using it as a deposit for a money market account?

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