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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?

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?

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?

You can’t pick every year’s winner

30 May 2017
Martin de Kock of Ascor on fee structure, managing client expectations and medical aid for middle class families.

Tax on share portfolios versus unit trusts

30 May 2017
Are share portfolios becoming tax dinosaurs when, with collective investment schemes, you get the same thing but pay far less tax?

How do I construct a portfolio to live off?

25 May 2017
I’m 25 years old, have a long-term investment horizon, looking for adequate returns and gains on capital. I have the following investments...

The best place to park your cash

23 May 2017
What are the best places to park cash (and perhaps in what currency) for an investment return?

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 ...

Where do I invest my R150 000 lump sum?

16 May 2017
I have R 150 000 that I'd like to invest into a compound interest account and then contribute R4 000 monthly to it. What would be the best option for me, that would also allow access to my money when I need it?

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?

Set up a trust to save tax? It may not work anymore

9 May 2017
Should we use trusts to hold shares in companies, particularly now with the new rules on trusts? What is the best tax-wise? - Reader’s question answered.

The changing role of financial advisors

4 May 2017
I wouldn’t exclude equity but I would definitely not allocate as much as I did in the past given the volatility of those shares – Renee Eagar.

Investing for escalating education expenses

4 May 2017
What is the best investment strategy to save for our children’s future education expenses (nursery to high school) from birth and, if you’re starting to invest late, for those already in school?

Invest with greater certainty

30 Apr 2017
Reduce portfolio volatility through guaranteed investments and structured products.

Managing household expenses in tough economic times

29 Apr 2017
During economic hardship, try to limit your exposure to debt as much as possible.

Post-downgrade strategies for investors

26 Apr 2017
Those who are geared towards income can beef up interest-carrying instruments - Richus Nel.

Timing the market

26 Apr 2017
Why you should always rely on a good financial advisor.

Mitigating risk in political turmoil

21 Apr 2017
Go back to basics and ask yourself: what is the objective of your investment? - Johan Burger, Brenthurst Wealth.

Can I transfer my maturity funds into an RA?

5 Apr 2017
Reader's question answered.

How does a foreign investor invest in my SA firm?

27 Mar 2017
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....

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

8 Nov 2016
Reader’s question answered.

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?

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.

‘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.

India: The investment opportunity

1 Mar 2017
ETFs to consider.

What do we do with our old Fundisa savings?

8 Aug 2017
Fundisa has been changed to target families earning under R180 000 per annum.

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?

Invest with greater certainty

30 Apr 2017
Reduce portfolio volatility through guaranteed investments and structured products.

We have to plan for the worst-case scenario

6 Oct 2017
Every investment kind of works the same but it’s the discipline to stick to it that’s going to get you to the end: Vick Lallbahadur, financial advisor - Masthead Financial Planning.

What options are available for ethical investing?

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

You can’t pick every year’s winner

30 May 2017
Martin de Kock of Ascor on fee structure, managing client expectations and medical aid for middle class families.

Should I cash out my policies to pay my business’ debt?

14 Jul 2020
The using of debt to fund a business is a useful tool if kept under control.

What endurance sport can teach about giving financial advice

10 Aug 2017
Kyle O’Haher, founder of Comprehensive Wealth, on bringing sport discipline into business, client relationships, a fixed-income investment product and more.

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.

‘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.

Clients take money offshore for the wrong reasons

28 May 2019
Craig Torr, founding member of Crue Invest, on providing advice in the current environment.

Giving advice when scepticism is the norm

18 Aug 2017
Sibonelo Ngema, of Masthead Financial Planning, on investing in times of uncertainty, understanding implications of excessive drawdowns, and risk planning.

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.
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