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I’ve sold my house: How do I invest the proceeds?

1 Aug 2017
I want to use the proceeds for my daughter’s studies, or else as a deposit in two years’ time.

Is Regulation 28 detrimental to young people?

27 Jul 2017
Siba Njoba, Masthead financial planner, on constructing a RA for someone in their 30s.

Can I safely invest with FedGroup?

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?'

How can I build an ‘extra fund’ to retire early?

25 Jul 2017
I’m 22 and would like an ‘extra fund’ to use to retire early, buy an investment property, travel or start a business.

Is a low-risk investment for you?

20 Jul 2017
I'm looking for the highest returns on low-risk investments in South Africa....

GEPF employee: Do I retire or resign?

18 Jul 2017
I am due to retire from the GEPF in three years’ time at 65. Which would be the best: to retire, or resign and invest my lump sum in forex and offshore?

We high-five when we save one basis point for our clients

13 Jul 2017
Stephen Katzenellenbogen on asset allocation, building a balanced portfolio, NFB's fee structure and making cost savings for clients.

Inheritance: Do we opt for a trust for minors?

13 Jul 2017
Our parents passed away and left us R875 000 each, to be used for our children's studies. Should we consider a trust?

I’m about to reach 65 – do I resign or retire?

11 Jul 2017
I have two options, namely retirement or resignation from government service.

Financial services’ trust deficit hinders acquisition of black middle class customers

6 Jul 2017
Dez Tswaile of Masthead on its core services offered, fee structure, investment philosophy and gaining the trust of clients.

What happens to a pension payout on dismissal?

6 Jul 2017
Does the pension payout include both employee’s and employer’s pension contribution?

Average living annuity drawdown is 7.8%

4 Jul 2017
Wouter Fourie of Ascor on trends in living and life annuities and the right question to ask when sitting down with your financial planner.

Investing in shares: How do I minimise fees, tax?

4 Jul 2017
I'd like to invest in shares on the JSE, across all sectors, monthly. How do I minimise fees and what are the tax implications?

Do I invest in a guaranteed investment plan or annuity?

29 Jun 2017
Please advise on an investment vehicle for a R1.5m lump sum. I’ll need to supplement my monthly pension from NJMPF.

I’m 50: Is it too late to start saving for retirement?

27 Jun 2017   /  2 answered
I have never had the luxury to save for my retirement. I want to contribute to a fund now: is this possible?

I’m emigrating, what happens to my provident fund?

22 Jun 2017
I can't decide if I should invest it here in SA, or overseas, and I don't know what the tax implications are….

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.

Do I invest my money or store it under the mattress?

15 Jun 2017
The R400 000 I invested is now worth R383 000 a year later. We are 50 years old, and don’t have a lot of time left to contribute towards our pension….

Are my investments headed in the right direction?

13 Jun 2017
I am 26 years old...I have a tax-free savings account with FNB, a rental property and some other investments....

‘We use economies of scale to drive down costs’

9 Jun 2017
Peter Nurcombe-Thorne on the family office concept, Rosebank Wealth's fee structure, his investment strategy and the role of non-financial assets in business and property.

Is my life policy ‘chosen lump sum’ what I think it is?

8 Jun 2017
Is my 'chosen lump sum' the R1 million cover listed in my policy? Will my wife get this if I die in 41 years’ time?

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 is the best way forward with my Sasol pension?

3 Jul 2018
I have many options, but I'm not sure which one will benefit me the most.

How best do I invest R915k for tertiary education?

3 May 2018
What is the best vehicle to use?

The investing journey doesn’t stop when times are hard

2 Oct 2017
People are happy to buy things on special at the shops, but not when it comes to investing: Thulisile Nkomo, private wealth manager at NFB Financial Services.

Should I take my Flexi pension and invest in a business?

7 Jun 2018
Self-employed and old pension won't be able to sustain retirement.

I’m 62: what do I do with my RA?

1 Jun 2017
I'm considering early retirement when I turn 62 next year. How do I deal with my retirement annuities?

Is it worth getting a loan in order to invest?

26 Jun 2019
A preferable solution would be to invest a monthly amount into a unit trust portfolio or your retirement fund.

Financial planning for soon-to-be parents

18 May 2017
My husband and I are planning to start a family in the next year. We have some credit card debt, are paying off a car and are renting for the next year or two. Collectively we earn just under R40 000 after tax. I am on a medical aid plan with a full ...

Inheritance: Do we opt for a trust for minors?

13 Jul 2017
Our parents passed away and left us R875 000 each, to be used for our children's studies. Should we consider a trust?

How best do I invest for my grandchildren?

1 Aug 2019
Investing into one or two individual shares exposes you to significant risk.

Which loan is best for home renovations?

30 Apr 2020
The choice will be driven by several factors.

Active vs passive funds: what the fees are, and which are lower

8 Nov 2016
Reader’s question answered.

What happens if my annuity was miscalculated?

11 May 2017
What do you do if after a year of retirement, you are notified that the annuity was miscalculated, overpaid and they want money back?

Are my investments headed in the right direction?

13 Jun 2017
I am 26 years old...I have a tax-free savings account with FNB, a rental property and some other investments....

Managing a unit trust portfolio in uncertain times

6 Jun 2017
I recently inherited a large sum of money - have I invested it in the right unit trust?

‘Performance, convenience and low fees’

1 Sep 2017
'We are trying to assist the man on the street to understand their investments and help them with their financial goals' - Igor Rodionov, MD and founder of Advicement Investment Services.

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.

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

25 Sep 2020
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.

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?

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