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Where can a blue-collar worker find a suitable financial planner?

7 Jul 2020
It seems companies tend to cater to higher-income families, individuals or entities.

Are the fees charged by testamentary trustees legislated?

2 Jul 2020
And what constitutes a dereliction of duty by these trustees?

What is the maximum I can increase my monthly pension payout to?

1 Jul 2020
The living annuity drawdown rules have been temporarily relaxed, allowing annuitants to adjust their drawdown rates to between 0.5% and 20% until September 30.

How is tax calculated when you sell foreign ETFs?

25 Jun 2020
There have been no major changes to the Income Tax Act since 2015, except for amendments to include rates and exemption levels of certain taxes.

How can I get a better return when investing R100k?

24 Jun 2020
Your investment term will determine your investment options and potential return.

I’m 75 with no pension. How can I invest R750k to generate income?

23 Jun 2020
Investment plans have to be carefully customised to each investor’s specific requirements.

Was it in my best interest to sign a Category II mandate?

11 Jun 2020
A discretionary mandate is used by an investor and a financial services provider to assist in the ongoing positioning of a portfolio as circumstances change.

I have a six-month investment term. What should I invest in?

10 Jun 2020
There is no perfect solution, but here are a few ideas to think about.

How does a recent court ruling affect living annuities in divorce?

9 Jun 2020
The SCA ruled that the right to receive annuity payments is an asset in the annuitant’s estate and can be taken into account for the determination of accrual.

How can I repay my home loan more quickly?

4 Jun 2020
Settling your other debt could free additional cash flow, which can then go towards your home loan.

Should I withdraw my investments to invest in RSA retail savings bonds?

3 Jun 2020
You may find that your asset allocation in your current unit trust is appropriate to support your long-term needs.

How do I finance a property I technically own?

2 Jun 2020
A secured loan may be the option for you.

Can you buy shares in a listed company that wants to delist?

28 May 2020
And what happens to those shares if the company does delist?

Will a rand- and dollar-denominated ETF have the same returns?

27 May 2020
The simple answer is yes, but a number of other factors will affect returns.

What options are available for ethical investing?

26 May 2020
Shariah-compliant funds and ESG investment products are among the choices available to you.

Was the tax calculation on my pension withdrawal correct?

21 May 2020
You need to determine whether you've made any previous withdrawals that would have impacted how you've been taxed.

Is rental property still a good investment?

20 May 2020
There are several high-level considerations when deciding whether or not a rental property is a good investment.

How can I incentivise clients without affecting cash flow?

19 May 2020
While rewarding clients who are keeping your business afloat is great, you should not commit to negative cash flows in the future.

Why are loan requirements for commercial property so onerous?

14 May 2020
And where can I find other solutions to gear my commercial property?

Should I take up government’s early retirement offer?

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

Should I keep my life savings in my bond?

4 Feb 2020
The question of paying off debt or contributing to retirement savings is something many South Africans wonder about.

How do I invest for a R20 000 monthly income?

20 Mar 2018
Three of the biggest risks someone close to, or at retirement faces: longevity, inflation, and the underlying investment assets.

Where is it best to invest R3m?

13 Sep 2019
Several things need to be considered; staying focused on your long-term objective – retirement – is important.

How does UIF work?

17 Aug 2017
My husband has been employed by Portnet for about 30 years. He wants to retire early - will he qualify for UIF?

I’m 52 and haven’t saved enough for retirement. Is it too late?

12 Feb 2020
Asset allocation will play a big role in your investment/retirement outcome.

How do I invest for a R38 000 pm income?

21 Feb 2018
I will have R7.2 million in a pension fund when I retire in April 2019.

How can I repay my home loan more quickly?

4 Jun 2020
Settling your other debt could free additional cash flow, which can then go towards your home loan.

How should I invest R1.2m for a monthly income at retirement?

13 Jul 2018
I cannot take a lot of risk, as this is all the money I have.

How do I invest my pension when I retire?

18 Mar 2019
Two important questions to consider: will you take the allowable cash portion, and what annuity type is most suitable?

Can I safely invest with FedGroup?

UPDATE
27 Jul 2017
Update: FedGroup responds. 'I’m a pensioner with R1.5 million to invest – would it be safe with FedGroup’s bond participation scheme?'

What’s better: investing in a 30-day notice account or unit trusts?

18 Dec 2018
A combination of income funds run by respected asset managers may be one of the safest forms of investment, other than cash.

Is it necessary to invest in property to build wealth?

11 Jul 2019
'The big money is not in the buying or the selling, but in the waiting' - Charlie Munger.

Is rental property still a good investment?

20 May 2020
There are several high-level considerations when deciding whether or not a rental property is a good investment.

I have R500k in the bank. What should I invest in?

10 Feb 2020
Various available investment options will outperform cash over time.

I’m 75 with no pension. How can I invest R750k to generate income?

23 Jun 2020
Investment plans have to be carefully customised to each investor’s specific requirements.

The tax implications of trading forex for a living

20 Jun 2017
What are Sars’ tax requirements on forex trading? It will be my sole income.

What low-risk, high-return investment vehicle can boost savings?

7 Jan 2020
Higher returns require taking on more volatility and riding out market cycles.

What access do you have to your retirement money?

12 Jan 2018
Can you access more than one third of your pension fund and do you have to buy into a retirement annuity?

I have R200 000 to invest – where to now?

12 Oct 2017
A Moneyweb reader with a ten-year horizon and a total unencumbered portfolio of almost R13 million asks for investment advice.
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