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Financial Planning

 

Financial Planning / 17-07-24 / Reo Botes

Reo Botes | Family planning with financial wellness and medical insurance

"Family planning is more than just maternity benefits. It's about planning for the well-being of your growing family, today and tomorrow. Along with educational savings plans, consider life insurance to safeguard your dependents’ financial security,…

Financial Planning / 17-07-24 / Tau kaVodloza

Lifestyle Protector policyholders to earn UCount Rewards

"What we are building is much broader than the old bancassurance model. We are increasing our collaboration to provide the best financial service offerings through the most efficient means, at scale, and with enhanced innovation," says David…

Financial Planning / 17-07-24 / Shelly Nxumalo

Gear up your investments to grow your generational wealth with securities-based lending

“This solution is unique, as it allows you to borrow against your portfolio without having to break the term on your cash investments or liquidate your securities, which means that you are never out of the market. Liquidating assets to reallocate…

Financial Planning / 11-07-24 / Duty Editor

Your lifestyle choices now will determine your future prosperity, say financial advisers

“It is very easy to get things like loans, but ask yourself if you are prepared for the repayments. If you lack the discipline, it can create a problem. It’s just too easy. Social media is not helping because we see others with things we want,”…

Financial Planning / 10-07-24 / Robyn Laubscher

Robyn Laubscher | Good financial advice can help South Africans retire comfortably

"There is a common misconception that financial advisers are only for the elite, for the wealthy, or for complex financial structures like offshore trusts. This is not the case, however, and establishing a relationship with a trusted, accredited…

Financial Planning / 10-07-24 / Sisanda Ndlovu

How SA parents are preparing for international opportunities

"Advising on an investment strategy is pivotal; recommending a balanced approach ensures steady growth while protecting against significant value fluctuations over the savings period. Furthermore, long-term planning discussions should extend…

Financial Planning / 10-07-24 / Tau kaVodloza

Be wary of the following scams this tax season, warns the SAFPS

"While this is a very busy time for the South African Revenue Service (SARS), it is also a very busy time for scammers. Over the past five years, the SAFPS has noticed a growing trend of tax scams which are targeting individuals who are desperate…

Financial Planning / 05-07-24 / Tau kaVodloza

Liberty's Stash App achieves R1.5bn in savings for South Africans

"Consumers may not save as they would like to because they may see it as something out of reach and unaffordable. However, Stash was designed to make it simple to save, no matter your financial standing. We see saving as a catalyst for financial…

Financial Planning / 03-07-24 / Sisanda Ndlovu

The importance of understanding the power of a credit score

“The reasons behind low approvals include increased inability of consumers to meet debt obligations (also called ‘affordability’) and a likely reduction in qualification for credit – especially considering lenders being more risk-averse in the…

Financial Planning / 03-07-24 / Daniel Nkosi

Building a culture of wellness by fostering a healthy and financially secure workforce

"While encouraging healthy lifestyles through fitness programmes and mental health support is vital, ensuring financial security in the face of unforeseen medical expenses is equally important. Employers play a significant role in ensuring their…

Financial Planning / 26-06-24 / Staff Writer

Time to think about debt-counselling sector as part of SA's asset management industry

“South Africa has a world-class debt-counselling system, which has been proven to work. It’s conceivable that if more people sought help to manage their debt, the R15 billion being returned to the economy annually could be increased to R25 billion,”…

Financial Planning / 19-06-24 / Tau kaVodloza

Early sunsets result in rising crime

“Cold weather also makes for misted windscreens, which can impair visibility of your surroundings. Criminals often take advantage of darkness or bad weather to commit crimes such as carjackings, and robberies. And if you are walking in the dark,…

Financial Planning / 12-06-24 / Chris Smit

Don’t let business get personal – 5 tips to separate your financial ambitions

“It takes every ounce of effort to grow a successful business, but if it is eating into your personal life, it’s time to slow down and draw a line in the sand,” says Bertie Nel, Momentum Head of Financial Planning and Advice.

Financial Planning / 12-06-24 / Sisanda Ndlovu

The South African way of saving: old-school stokvel traditions meet new-school thinking

“Stokvels are an ingrained part of South African history, not only because they provide communities with a sense of social cohesion, but because they provide people with an effective way of saving money. These kinds of informal schemes play…

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