Home    MyMoney

LATEST Financial Planning  

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?

Five damaging myths about wills busted

27 Sep 2020 /  Seugnet Moggee  
We still unfortunately encounter many misconceptions about the drafting and executing of a last will and testament.

A global diversification strategy is key for the remainder of 2020

27 Sep 2020 /  Andrew Duvenage  
The reality is that the South African economy is likely to continue to struggle.

Eating a R1 million dinner

26 Sep 2020 /  Yanga Nozibele   16
But what if you knew that your weekly takeout meals could be worth an extra million rand in your retirement pot?

Death, divorce, and Covid-19

26 Sep 2020 /  Tony Hakime   2
There are very few things that are more difficult to talk about than death and divorce.

Should I use most of my provident fund as capital in a new business?

25 Sep 2020 /  Jesse Morgans  
Quantify the business risks: this represents the majority of your pension, and you don't have time on your side to build it up again.

Ask your advisor what they do, not who employs them

15 Sep 2020 /  David Kop   13
Financial Planning Institute responds to a financial advisor's opinion piece.

Asset managers must change gears

10 Jun 2020 /  Patrick Cairns, Citywire   4
Those who simply keep doing what they've always done could find the world moving past them.

The cash glide: an alternative to Reg 28?

20 May 2020 /  Stealthy Wealth   16
A theory on paper: a life-stage retirement-saving model allocating everything to equities and not reinvesting dividends.

Platform profiles best-of-breed boutique asset managers

20 May 2020 /  Moneyweb  
Fund Hub enables asset managers to freely share their story with potential investors.

Your finance question could feature in our new podcast

12 May 2020 /  Boitumelo Ntsoko   2
The Moneyweb Click-an-Advisor Podcast: The Readers’ Edition gives more readers access to leading financial advisors.

Financial advisors: There’s still time to get your CPD points

8 May 2020 /  Eleanor Becker   1
Extension granted, and other updates on the 2020 cycle and changes to the Moneyweb CPD Hub.

Follow us:

Search Articles:Advanced Search
Click a Company: