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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.

Investment strategies in choppy markets

2 Mar 2017
Come back to the objective and initial reason behind the investment - Magnus Heystek Junior, Brenthurst Wealth.

India: The investment opportunity

1 Mar 2017
ETFs to consider.

Independent advisors vs ‘tied’ financial organisations

21 Feb 2017
'Independence allows me the space to find the appropriate solution for a client' - Craig Gradidge, Gradidge-Mahura Investments.

Risk on … risk off

2 Dec 2016
In the current environment, is an investor being rewarded for taking risk?

How best to invest rental income

14 Nov 2016
Moneyweb reader’s question answered.

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

8 Nov 2016
Reader’s question answered.

Accessing pension lump sums on early retirement: rules and tips

7 Nov 2016
I want to make a query regarding to lump sum withdrawals. In 2014, at 54, my dad resigned from his job at Eskom after 39 years and ten months service, as he was drowning in debt. His pension fund was worth R1.8 million when he submitted the resignati...

How to manage multiple RAs

24 Oct 2016
Factors to consider when saving with GEPF. Reader's question answered.

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.

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.

‘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.

Can all my investment allocations in my provident fund be invested offshore?

22 Sep 2020
Unfortunately not. The best thing is to look at the total allocation of your provident fund to ensure the maximum of 30% offshore exposure is fully utilised.

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.

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 we get one life policy to cover a lender and a shareholder?

5 Oct 2020
Such policies are generally taken out between spouses and not found in a business environment – and there is generally no cost benefit compared with taking out separate policies on each life.

Risk on … risk off

2 Dec 2016
In the current environment, is an investor being rewarded for taking risk?

It’s not the time to sell

18 Oct 2017
‘Long term in equities is one of the only asset classes where you can comfortably beat inflation, which is the key to long-term investment’ - Jaco Joubert, financial planner at PSG Wealth Sandton.

‘Buy low but stay conservative’

16 Aug 2017
Esmerie Pienaar of Brenthurst shares advice for the investing public and navigating funds as a boutique asset manager.

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.

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.

How does a foreign investor invest in my SA firm?

27 Mar 2017
Reader's question answered.

Is Regulation 28 detrimental to young people?

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