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ADVISOR VIEWS 

The costs involved in winding up a deceased estate

23 September 2021 / By Eric Jordaan
Over and above ensuring your estate’s solvency, it is also important to determine whether it has sufficient liquidity to settle its liabilities, taxes, and other financial commitments that may arise.

Prudent investing – during all walks and phases of life

22 September 2021 / By Marius Fenwick
A guide to assist you in times of uncertainty caused by life changes or any other eventuality.

11 ways to spring clean your finances

22 September 2021 / By Tanya Joubert
A good spring cleaning of your finances is not only good for long-term financial health but is also beneficial for your mental well-being.

What to consider before taking out dread disease cover

21 September 2021 / By Craig Torr
Due to the high prevalence of dread diseases, fear can result in a disproportionate spend on this benefit relative to death and disability cover.

Are you ready for retirement?

20 September 2021 / By Martin de Kock
Some prudent planners will say that if you have to ask that question, you may very well not be ready for retirement.

Factors to consider before choosing a retirement village (part 3)

20 September 2021 / By Wouter Fourie
Take heed of the following when considering a move to a retirement village.

The future of platinum group metals in the context of the SA economy

17 September 2021 / By Franske Neiteler
With PGMs contributing close to 50% of SA's current resource basket, this group of metals is very relevant to the future of the SA economy.

Springtime investing

17 September 2021 / By Gareth van Deventer
September is a great month to review your investments and give them a good old spring clean ahead of the year-end holiday rush.

Simple steps to investment portfolio building

17 September 2021 / By Michael Haldane
Some insight into the foundation of an investment or wealth portfolio.

Donations tax and tax exemptions

16 September 2021 / By Devon Card
Donations and tax exemptions form an important part of one’s overall financial and estate planning.

Living annuities: Be careful, too much offshore exposure can hurt you

16 September 2021 / By Marius Fenwick
To minimise volatility within a living annuity a suitable amount of capital must always be retained in the currency that you live in.

Factors to consider before choosing a retirement village (part 2)

15 September 2021 / By Wouter Fourie
Apart from the investment risk, resale conditions, and the different levies, the following factors should also play a part in your final decision.

Mid-September economic report

14 September 2021 / By Mauro Forlin
Policy is expected to remain accommodative at the next Monetary Policy Committee meeting on September 23.

10 compelling reasons to review your will

14 September 2021 / By Craig Torr
As one of the most important documents a person will ever sign, a will deserves careful and regular attention.

The role of the Guardian’s Fund

13 September 2021 / By Eric Jordaan
The Guardian’s Fund serves, amongst other things, to protect and manage money inherited by minor children.
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