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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.

Buy-to-let property: Understand the risks involved

The Covid-19 pandemic served to highlight the inherent risks of tenant vacancy and non-payment of rent.

What does a power of attorney over your financial affairs entail?

Exploring the different types of powers of attorney, when they can be used, and the financial implications of putting one in place.

How to prepare for a crisis

In times of a financial crisis, there are a number of rules to follow to mitigate the effects of the crisis and to assist when coping with a suddenly added burden. In this article, we follow on the previous one on how to prepare for a crisis.

Rising oil prices and inflation

Analysts at JP Morgan have said that with Opec+ 'firmly in the driver’s seat' oil futures could test $125/barrel in 2022.

Transferring wealth from one generation to the next

Having conversations around financial planning will help ensure the coming generations are more responsible when it comes to managing the wealth they inherited.

Moving in together: How to set up your cohabitation agreement

The ultimate aim of such an agreement is to ensure that, if the relationship ends, litigation is avoided.

November 2021 economic report

The rand lost 4.40% against the greenback and pushed above the 16 mark for the first time in about a year.

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