Loading...
News Updates:



Financial Planning

 

Financial Planning / 21-02-24 / Shelly Nxumalo

FNB launches estate services for estates with gross asset values of less than R250K

“Very few South Africans understand what is involved in wrapping up their estate when they pass on. This alone can create anxiety and massive problems for their loved ones who are left to wind up the estate, while still navigating this difficult…

Financial Planning / 21-02-24 / Sisanda Ndlovu

Budget Speech Yourself: A financial call to action

“Use the Budget Speech as a reminder to reflect on your own finances and to Budget Speech yourself. As the finance minister of your own life, what habits and hacks do you need to instil to reach your goals and live confidently?" asks Farzana…

Financial Planning / 14-02-24 / Chris Smit

"Do's" and "Don'ts" for first-time home owners

“When buying your property, make sure you search for a good insurance company to associate yourself with. Understanding the purpose of insurance is key to buying that first property as it helps with deciding on the type of cover you require…

Financial Planning / 14-02-24 / Tau kaVodloza

Yes, you can celebrate Valentine’s Day without breaking the bank

"There is nothing wrong with spoiling our loved ones. However, we should not spend money we did not budget for or use credit to buy gifts. You can still enjoy this special day with your loved ones by keeping it simple," says Pearl Cele, Operations…

Financial Planning / 08-02-24 / Sisanda Ndlovu

Millennials and Gen Z transform finances with #LoudBudgeting

"Gen X moved towards more openness about financial struggles, while Millennials leveraged technology to automate tracking and savings. Meanwhile, Gen Z is reshaping financial literacy using social media and shared content creation to drive open…

Financial Planning / 08-02-24 / Nirdev Desai

Nirdev Desai | Fix your money mindset: how to improve your relationship with your finances

"There is no clear connection between having money and being happy. Examples of this abound, including the stories of people who report having won the lottery, only to be met with tragic consequences and emotional damage.," says Nirdev Desai,…

Financial Planning / 08-02-24 / Sisanda Ndlovu

Debt-Free Love: Talking Debt & Relationships this Valentine's Day

"Debt is not only a financial challenge but a significant threat to the very fabric of relationships. The pressure and conflicts that arise from managing debt can unveil deeper issues such as secrecy about spending, disagreements on financial…

Financial Planning / 02-02-24 / Staff Writer

The true value of education policies

“Raising children involves significant costs, particularly when it comes to education. We have seen a good increase in EduCator claims year-on-year as more parents become aware of the available risk cover benefits," says Kresantha Pillay, Liberty…

Financial Planning / 02-02-24 / Kwanele Sibanda

Debt-free love: Talking debt & relationships this valentine’s day

"The pressure and conflicts that arise from managing debt can unveil deeper issues such as secrecy about spending, disagreements on financial management, creating a ripple effect that extends beyond just the numbers on a statement," says National…

Financial Planning / 01-02-24 / Mariska Comins

Mariska Comins | Three ways a tax-free savings account can help you build wealth

"Many investors choose to use a tax-free savings account as a way of saving for their children’s tertiary education – a longer time horizon, provides a reasonable amount of time to grow returns for this purpose, tax free," says Mariska Comins,…

Financial Planning / 01-02-24 / David Thomson

David Thomson | Protected inheritances - keeping it in the family

"Resolving to make a last will and testament or revising your current one and ensuring your estate fees are covered, is also a good thing to do and is not overly complicated. A will can save you a lot of worry and make matters easier for your…

Financial Planning / 24-01-24 / Tau kaVodloza

Four essential questions to ask your adviser when shopping around for insurance

"From understanding the terms and conditions of a policy, to getting clarity on potential risk scenarios, advisers can fill knowledge gaps and help clients make informed decisions. Advisers are more than just product experts – they are equipped…

Financial Planning / 22-01-24 / Robyn Laubscher

Robyn Laubscher | Give your child a head start by kickstarting their retirement savings

"Leaving a legacy is not always as easy as it sounds, especially with the economic challenges we currently face. Many of us would love to leave a legacy for a child and help make their lives a little easier, especially from a financial perspective,"…

Financial Planning / 01-12-23 / Velmah Nzembela

Retirement in crisis: Addressing financial stress among SA's middle-aged

As the middle-aged population in South Africa faces the looming reality of retirement, the fear of financial stress casts a shadow over their golden years. The dream of a comfortable retirement is under threat for many, and addressing this issue…