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This retirement threat is also one of the hardest to manage

3 Sep 2019 /  Patrick Cairns   16
Poor returns at the wrong time can upset your plans.

Trusts: do I have funds due to me as a beneficiary?

2 Sep 2019 /  Michael Haldane  
Sign a letter of authority and send it to all investment providers to ascertain if there are any investments in your name.

Should I take up government’s early retirement offer?

30 Aug 2019 /  Devon Card  
A major concern when considering an annuity income relates to the growth rate assumptions.

Most women play no role in financial planning

8 Aug 2019 /  Eleanor Becker   3
'Everyone is just surviving day to day, not really thinking about the future and, therefore, not really saving or planning.'

‘Women make better investors’

2 Aug 2019 /  Eleanor Becker   4
Crue Invest's Devon Card on women's wealth-building challenges, retirement savings, employees pension funds and building emergency funds.

What’s keeping clients up? Debt, debt and more debt

26 Jul 2019 /  Eleanor Becker   2
Crue Invest director Gareth Collier on cutting debt, savings tips, succession planning and why schools must teach financial literacy.

CPD extension will do more ‘harm than good’

5 Jun 2019 /  Eleanor Becker   2
Industry largely disappointed, while CPD providers face admin challenge.

‘Independence is one of the most important aspects of any advisory firm’

24 May 2019 /  Ryk van Niekerk  
Why Crue Invest prides itself on being fiercely independent.

A good financial advisor ‘eats their own cooking’

17 May 2019 /  Eleanor Becker  
'It’s really shocking how few people have a proper will in place' - Andre Basson, Brenthurst Wealth Management.

‘You’re a priest, doctor and trauma counsellor’

10 May 2019 /  Eleanor Becker  
I only recommend what I've invested in personally – Global & Local founder Michael Haldane.

Why do you invest?

9 May 2019 /  Ingé Lamprecht   3
Using life goals rather than arbitrary market benchmarks can help you make better financial decisions.

FSPs: Earn FAIS CPD points here

2 May 2019 /  Eleanor Becker   3
With the May 31 deadline looming for financial professionals to earn their CPD points, Moneyweb has a solution.

Can I transfer my funds out of a loss-making annuity?

26 Apr 2019 /  Richus Nel    12
Changing investment strategies based solely on market performance is not advised, especially in retirement.

Should I use my provident fund to buy property and rent it out?

25 Apr 2019 /  Trevor Lee  
There are tax implications to consider.

Top 10 things South Africans ask Google about money

19 Apr 2019 /  Susan Steward    3
The top money-related questions South Africans asked Google in 2018.

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