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

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

How do I get started with my financial planning?

Is it advisable to join the company's prescribed medical aid and retirement plans?

How do I get my pension to last?

My pension resides on a Lisp via a living annuity. How do I achieve 5-8% growth, net of costs?

My unit trust fund investment hasn’t accrued in value

What should I do to ensure I get some income from this investment?

How do I prepare financially for my child’s education?

How much on average should you put away each month? 

I want to use some of my pension on debt and a deposit on a house

Where can I transfer the remaining funds without incurring too much tax?

What happens when I default on my RA payments?

I've been contributing for 10 years, but haven't been able to pay the last three months.

How should a 23-year-old invest their money?

Is a retirement annuity, unit trust, or tax-free savings account the way to go?

What is the best way to save/invest for an engagement ring?

Should I save a monthly amount in a bank account or invest it?

How can I pursue a career as an investment advisor?

My true passion is investments and I would like to start at entry level.

What would the executor’s fee be on a loan to my children?

I want to give each of my children R500 000 to pay me a set monthly income.

How can we apply our stokvel to property development?

How can we invest in the short term for high interest returns to achieve this over the next two years?

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

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

How should I use a lump sum for monthly income?

I can either invest it, or I can buy a property to rent out.

Can I invest offshore without a broker?

Are there any platforms that cut out the middle man?

What is the best way forward with my Sasol pension?

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

How will proceeds be taxed if money is invested in a grandchild’s name?

Are minors regarded as separate taxpayers?

Which is a better option for a 71-year old: fixed deposit or stick to unit trusts?

My flexible investment has taken a big knock and I am very worried as I am now digging into my capital.

What is the Sars rate for future capital gains?

I'm still in the process of legalising my offshore investments, including unit trusts in the UK.

How can I teach my children about trading?

I want my teenagers to the learn the ropes of stock exchanges – where do I start?

My unit trust fund investment hasn’t accrued in value

What should I do to ensure I get some income from this investment?

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?

How do I invest in property outside SA?

Buying property offshore might be quite rewarding, but there are some risks to be aware of.

Can I retire from just one RA?

Reporting on this RA is poor and I would like to retire early and turn it into a living annuity, or preserve it.

I am emigrating, what happens to my unsecured debt?

I have credit cards and personal loans - can I still do a financial emigration?

I want to use some of my pension on debt and a deposit on a house

Where can I transfer the remaining funds without incurring too much tax?

Should I use my provident fund to buy property and rent it out?

There are tax implications to consider.

How should I use a lump sum for monthly income?

I can either invest it, or I can buy a property to rent out.

What is the most tax-efficient way to sell a property in a trust?

... and where do I invest the proceeds if I'm planning to retire in 5-10 years?

How can I access part of my annuity?

I was retrenched in August 2015 and need to buy a property with some money left in my RA.

Two investment options for your child’s future

I'm not completely convinced that the education policy route is the best way to go. I’ve reached an impasse.

How do I invest for more income?

And what is a safe amount to draw each month?

What would the executor’s fee be on a loan to my children?

I want to give each of my children R500 000 to pay me a set monthly income.

Can I offset my R1.5m assessed capital loss with Sars?

What can I do to maximise the utilisation of this tax vehicle?

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

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

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

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

The best place to park your cash

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

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

I have never had the luxury to save for my retirement. I want to contribute to a fund now: is this possible?

Independent advisors vs ‘tied’ financial organisations

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

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

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