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ADVISOR VIEWS 

Questions to ask your financial advisor

Your advisor should be able to show they'll will work independently for you, and won't be affected by industry/association affiliations.

What children’s books can teach us about money

'If more of us valued food and cheer and song above hoarded gold, it would be a merrier world' - The Hobbit.

What makes investing so difficult?

The risk in cryptocurrencies is very high and in no way an easy way to make a quick profit.

Financial advice to my 25-year-old self

Wealth is built slowly and deliberately, and has very little to do with the size of your first pay cheque.

Two effective tools to risk-proof your business

Business owners can use business assurance and key person insurance to proactively reduce or mitigate risks, provide liquidity and ensure smooth succession.

How do I get offshore exposure?

The decision to invest must be practical, not emotional. and must meet the investor’s circumstances.

Questions to ask the person you plan on marrying

Disparate attitudes towards money, spending, bank accounts and property ownership can lead to unnecessary tension.

Drafting a last will and testament

It's advisable that your will be drafted in conjunction with your financial plan.

How your group life cover and personal insurance work together

It's important to determine whether your group life cover is approved or unapproved as tax may affect the quantum of the final payout.

July market economic updates

A round-up of market, economy and currency news.

Keep financial planning on track through pregnancy and birth

With your partner, prepare a realistic post-baby budget that covers your maternity leave period, then work out the shortfall.

Facts and fiction about retirement

With expectation and risks come many misconceptions about planning, preparation and timing.

Financial planning advice for women

Steps women can take to ensure their financial security.

The gender retirement gap

A look at effective steps women can take to contain the seemingly-insurmountable gap.

The advantages of a retirement annuity

Investors can save tax and, at retirement, withdraw R500 000 tax-free from their RAs.
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