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Can I transfer my funds out of a loss-making annuity?

Can I transfer my funds out of a loss-making annuity?

1 answered

  /  26 April 2019    123
Changing investment strategies based solely on market performance is not advised, especially in retirement.
Investments Retirement
Are my pension plans wise?

Are my pension plans wise?

1 answered

  /  8 April 2019    131
After taking out my pension to pay off my bond, I want to invest the rest in an annuity for life once fully retired.
Investments Retirement
Which unit trusts should my children invest in?

Which unit trusts should my children invest in?

1 answered

  /  4 April 2019    162
Having a long-term view and being overweight in offshore funds is probably best.
Investments
Do I invest in an income/growth portfolio or a pure income fund?

Do I invest in an income/growth portfolio or a pure income fund?

1 answered

  /  1 April 2019    112
I have R6 million to invest for retirement income: which option is best?
Investments Retirement
How can I reduce the costs of my living annuities?

How can I reduce the costs of my living annuities?

1 answered

  /  27 March 2019    63
I have three living annuities and their performance has been dismal due to the state of the economy.
Investments Retirement
How do I invest for more income?

How do I invest for more income?

1 answered

  /  8 February 2019    88
And what is a safe amount to draw each month?
Investments Retirement
How do I start a share portfolio?

How do I start a share portfolio?

1 answered

  /  6 February 2019    58
What is a good balanced portfolio to start with for someone in their 20s?
Investments Unit Trusts
Can I use tracker funds as part of a living annuity portfolio?

Can I use tracker funds as part of a living annuity portfolio?

1 answered

  /  17 January 2019    67
A combination of offshore index trackers, active funds and income funds can be a winning long-term strategy in a living annuity.
Investments Retirement
What’s better: investing in a 30-day notice account or unit trusts?

What’s better: investing in a 30-day notice account or unit trusts?

1 answered

  /  18 December 2018    203
A combination of income funds run by respected asset managers may be one of the safest forms of investment, other than cash.
Investments Unit Trusts
My unit trust fund investment hasn’t accrued in value

My unit trust fund investment hasn’t accrued in value

1 answered

  /  23 August 2018    116
What should I do to ensure I get some income from this investment?
Investments Retirement Tax
How do I prepare financially for my child’s education?

How do I prepare financially for my child’s education?

1 answered

  /  22 August 2018    46
How much on average should you put away each month? 
Investments Personal Finance
How should a 23-year-old invest their money?

How should a 23-year-old invest their money?

1 answered

  /  31 July 2018    157
Is a retirement annuity, unit trust, or tax-free savings account the way to go?
Insurance Investments Personal Finance Retirement Tax Unit Trusts
What is the best way to save/invest for an engagement ring?

What is the best way to save/invest for an engagement ring?

1 answered

  /  26 July 2018    43
Should I save a monthly amount in a bank account or invest it?
Investments Personal Finance
How can I pursue a career as an investment advisor?

How can I pursue a career as an investment advisor?

1 answered

  /  25 July 2018    39
My true passion is investments and I would like to start at entry level.
Investments Personal Finance
Die moets en moenies van kontantbeleggings

Die moets en moenies van kontantbeleggings

20 July 2018    2
Louis van der Merwe – finansiële beplanner, Wealth & Adriaan Kruger – dosent, Nelson Mandela Universiteit, George Kampus & & Magnus Heystek – beleggingstrateeg, Brenthurst Wealth
Investments
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