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Retirement annuities: Everything you need to know

There’s a lot more to this impressive retirement funding structure than meets the eye.

Avoid these investment mistakes in 2022

If you are careful in your approach, you will give yourself a better chance of bringing your financial new year resolutions to fulfilment.

A financial planning calendar for 2022

Rather than attempting to revolutionise your finances in the space of a single month, it may be more beneficial to space your financial planning over the course of a calendar year.

Investing using the Avoid the Human Factor strategy in 2021

How the human factor scores of a few prominent companies has changed from 2021 to 2022.

10-Point financial checklist for 2022

See how you're progressing towards your goals and identify any specific areas you might need to focus on.

December 2021 economic report

The FTSE/JSE All Share Index advanced 4.6% in December.

Did you know that your investment portfolio is probably exposed to Eskom?

And that is not necessarily a bad thing…

Two major retirement reform proposals for 2022

The government has been progressively reforming and restructuring the savings and retirement legislative framework.

What happens if…

The importance of having an in case of emergency document.

Update your estate details regularly, especially in times of crisis

The festive season is a time to take stock and reassess your plans, policies and will. Here are some of the must-do items to prepare for any crisis in the future.

How to use your credit card responsibly this festive season

Now’s the time to check your credit card fine print to ensure that you know how to maximise the benefits of your credit facility.

2021 investment returns were exceptional

Do you feel lucky going forward?

Mid-December market report

News of the omicron variant affected markets negatively,

Think offshore investing

Investing offshore is one of the ways to achieve portfolio diversification.

The secret weapon of retirement annuities

How a disallowed contribution can benefit an investor at and during retirement, and the beneficiaries of the estate at the time of death.

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