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LATEST Financial Planning  

6

What’s next for SA and the global economy?

5 Jan 2021 /  Maarten Ackerman
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.
6

The importance of planning for retirement

28 Dec 2020 /  Errol Meyer
Even if it’s still many years away.
14

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

23 Dec 2020 /  Elke Brink
And which unit trust fund would be best should I want to invest one?
26

Fais Ombud slates FSPs for marketing endowment policies as investments

21 Dec 2020 /  Roy Cokayne
Warns the 'tickbox' approach to the record of advice falls short of compliance requirements.
2

Private debt: Investors’ solution to low returns?

12 Oct 2020 /  Adriaan Kruger
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?

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.
UPDATE

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.
16

Eating a R1 million dinner

26 Sep 2020 /  Yanga Nozibele
But what if you knew that your weekly takeout meals could be worth an extra million rand in your retirement pot?
2

Death, divorce, and Covid-19

26 Sep 2020 /  Tony Hakime
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.
13

Ask your advisor what they do, not who employs them

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