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

Changing investment strategies based solely on market performance is not advised, especially in retirement.

Are my pension plans wise?

After taking out my pension to pay off my bond, I want to invest the rest in an annuity for life once fully retired.

Which unit trusts should my children invest in?

Having a long-term view and being overweight in offshore funds is probably best.

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

I have R6 million to invest for retirement income: which option is best?

How can I reduce the costs of my living annuities?

I have three living annuities and their performance has been dismal due to the state of the economy.

How do I invest for more income?

And what is a safe amount to draw each month?

How do I start a share portfolio?

What is a good balanced portfolio to start with for someone in their 20s?

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

A combination of offshore index trackers, active funds and income funds can be a winning long-term strategy in a living annuity.

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

A combination of income funds run by respected asset managers may be one of the safest forms of investment, other than cash.

My unit trust fund investment hasn’t accrued in value

What should I do to ensure I get some income from this investment?

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

How much on average should you put away each month? 

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

Is a retirement annuity, unit trust, or tax-free savings account the way to go?

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

Should I save a monthly amount in a bank account or invest it?

How can I pursue a career as an investment advisor?

My true passion is investments and I would like to start at entry level.

Die moets en moenies van kontantbeleggings

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