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Investments
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Investments
Clear Results
At 70, what is the best investment one can make with R500k?
19 May 2022
/
By Michael Haldane
Should one consider high dividend-yielding ETFs like the Satrix Divi?
Investments
Personal Finance
How best to invest house sale funds to get capital growth and income?
17 May 2022
/
By Suzean Haumann
It would be advisable to invest in equities as well as local income and balanced funds.
Investments
Personal Finance
Can I invest in an offshore account, then after some years withdraw all the capital?
12 May 2022
/
2
answered
Two advisors answer this reader's question.
Investments
Personal Finance
How should I go about finding a good financial advisor?
28 Apr 2022
/
By Marius Fenwick
I've met with three, with unsatisfactory outcomes.
Investments
Personal Finance
How can I invest offshore and locally in a cost-effective manner?
26 Apr 2022
/
By Richus Nel
I would like to consolidate and invest while reducing fees.
Investments
Personal Finance
I have offshore funds in a foreign bank. How can I invest these offshore?
UPDATE
31 Mar 2022
/
3
answered
Three advisors answer this reader's question.
Investments
Can I sue a broker for poor management of funds?
9 Mar 2022
/
By Michael Haldane
You would need to be able to prove they had breached their fiduciary duties.
Investments
Personal Finance
I got R1m from the RAF. How best to invest this money?
2 Mar 2022
/
By Jonathan Braans
Consider investing the proceeds into an investment vehicle geared towards capital growth and the provision of a passive income stream (if necessary).
Investments
Personal Finance
What amount should I set aside to invest for my child’s education?
1 Mar 2022
/
By Marius Fenwick
It depends on how much you have available and how much the anticipated fees are going to be.
Investments
Personal Finance
How do I calculate what to invest in an annuity at 35, to get around R25m at 65?
25 Jan 2022
/
By Jesse Morgans
There is a user-friendly online tool, and it’s advisable to generate several scenarios based on different assumptions.
Investments
Personal Finance
Retirement
I’m able to save R100k a month. What should I invest in?
20 Jan 2022
/
By Elke Brink
A tax-free investment and a voluntary or flexible investment are worth considering.
Investments
Personal Finance
Which platform offers a living annuity that can be optimised for offshore exposure?
19 Jan 2022
/
By Jesse Morgans
Unfortunately, many of the larger investment platforms have reached their offshore asset capacity on their life licences.
Investments
Personal Finance
Retirement
Should I sell shares I’ve inherited and invest the funds in a worldwide index tracker fund?
18 Jan 2022
/
By Elke Brink
First, do an analysis on these equities as some of them may be good investments you may want to keep in place.
Investments
Personal Finance
Can I transfer my RA offshore?
14 Jan 2022
/
By Michael Haldane
No – but you can get offshore exposure.
Investments
Retirement
Can you take out insurance on someone else for the purpose of buying items from the estate?
8 Dec 2021
/
By Craig Torr
You will need to first establish if an insurable interest exists between yourself and the life assured.
Estate planning
Investments
Personal Finance
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