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Financial Planning

 

Financial Planning / 13-09-24 / Daniel Nkosi

Positive Thinking Day: Challenge your negative money mindset

"By cultivating a healthy, positive attitude toward personal finances, you're setting the foundation for long-term success and financial freedom. Let's not forget—empowered thinking extends to all areas of life, especially the one that shapes…

Financial Planning / 04-09-24 / Chris Smit

Over 50% of our active Wills were drafted by female customers, reveals FNB

“It remains largely encouraging to see women take the reins of their financial and legacy planning matters into their hands, more so as women are increasingly assuming the role of steering the course of their families’ financial futures. This…

Financial Planning / 04-09-24 / Tommy Jackson

Navigating financial planning for South Africans emigrating abroad

"There are more South Africans living outside of South Africa now than at any other point in our country's history. But it's not a South African issue, it's a worldwide phenomenon that is here to stay, and one which places Financial Planners…

Financial Planning / 04-09-24 / Sisanda Ndlovu

Open payments could radically transform financial inclusion in SA

"We are used to living in a world where intermediaries facilitate financial services for a fee, resulting in more expensive and often more cumbersome transactions. In a country with lower household incomes, this traditional way of transacting…

Financial Planning / 03-09-24 / Duty Editor

Liberty empowers communities during Money Smart Week SA 2024

"We believe in equipping people with the tools and knowledge they need to achieve financial success. Through our roadshows and educational content, we aim to instil sound financial management practices, particularly emphasising the importance…

Financial Planning / 28-08-24 / Brian Harris

Brian Harris | Gap cover helps protect your unborn child's financial future

"Most medical schemes will cover up to the scheme rate, or two to three times the scheme rate for caesarean sections. However, specialists like obstetricians and anaesthetists frequently charge up to 500% of the scheme rate," says Brian Harris,…

Financial Planning / 28-08-24 / Koketso Mahlalela

Koketso Mahlalela | Savvy alternatives to employee Two-pot withdrawals

"Empowering employees to explore alternatives to accessing the savings pot allows them to work towards these goals without compromising their retirement security. As we navigate the new retirement system, it's crucial to approach it with a balanced…

Financial Planning / 28-08-24 / Tommy Jackson

1Life Insurance survey indicates a shift in generational debt trends

"Our stats are reflective of the determination that women have to disrupt the cycles of debt within their families and secure a debt-free future for their loved ones, as this study consisted of 75% of female respondents," states Siphelele Sokhela,…

Financial Planning / 27-08-24 / Tommy Jackson

Women show active participation in saving on Liberty’s Stash App

“This year alone, it is women who have  demonstrated remarkable financial discipline and commitment, collectively contributing an impressive R26 million per month on average on the Liberty Stash app. This figure significantly surpasses the R10…

Financial Planning / 07-08-24 / Gillian Hepburn

Gillian Hepburn | Four disconnects between advisers and their female clients

"It was also interesting to note that when women expressed what their non-financial goals were, they were often related to financial capability: travel more, spend time with family and leisure activities," says Gillian Hepburn, Commercial Director…

Financial Planning / 31-07-24 / Tommy Jackson

Sanlam Financial Confidence Index 2024: signs of progress amidst ongoing challenges

"Our research partner Africa Response surveyed 1 610 individuals to index three key components of financial confidence: Financial Self-determination (FSD), Financial Resilience (FR) and Financial Wellbeing (FW). What stood out was the astuteness…

Financial Planning / 31-07-24 / Chris Smit

Five pro tips to becoming more financially fit by Savings Month 2025

Ester Ochse, Product Head at FNB Integrated Advice, shares some simple yet effective insider tips when saving for short or long-term financial goals.

Financial Planning / 24-07-24 / Daniel Nkosi

Money Stress Tracker 2024 : Younger SA women feel most financial stress

“Increasing interest rates and not knowing if you’re going to wake up to stage 3 or stage 6 loadshedding is stressful. Consumers like certainty. Although interest rates are high, consistency is less stressful than dealing with continuous rate…

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,…