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How best do I invest for my grandchildren?

Investing into one or two individual shares exposes you to significant risk.

Do I still pay my RA advisor’s fees if he’s no longer practising?

The fee would not automatically stop, but you do have options.

I’m 69 and working. How do I gain more tax relief?

A look at how to benefit from medical aid and retirement annuity contributions.

Do the default regulations allow me to transfer my pension fund?

Yes – but consider investment fees, fund performance, risk tolerance and investment horizon.

Should I invest a lump sum or contribute monthly?

The amount of time you spend in the market and the frequency with which you invest are two important factors to consider.

How do I become debt-free?

If the interest rate on your car loan is higher than that of your home loan, consider using your access bond to pay off your vehicle in full.

Is it necessary to invest in property to build wealth?

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

How do I best invest my R6m lump sum from the RAF?

Consider the emotional benefits of owning your own home without the anxiety of paying off a bond.

Is it worth getting a loan in order to invest?

A preferable solution would be to invest a monthly amount into a unit trust portfolio or your retirement fund.

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

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?

There are tax implications to consider.

Are my pension plans wise?

After taking out my pension to pay off my bond, I want to invest the rest in an annuity for life once fully retired.

Which unit trusts should my children invest in?

Having a long-term view and being overweight in offshore funds is probably best.

Do I invest in an income/growth portfolio or a pure income fund?

I have R6 million to invest for retirement income: which option is best?

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