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Financial Planning

 

Financial Planning / 20-04-23 / Chris Smit

The need to build a closer relationship with wealth advisers in volatile economic landscape

"The current economic landscape in South Africa presents opportunities, risks, and many uncertainties. For those seeking to protect their assets and achieve their financial goals in this complex environment, forming a closer relationship with…

Financial Planning / 05-04-23 / Tau kaVodloza

Avoid incurring unnecessary debt this long weekend: NDA

“Setting mutual goals and working together to achieve them can alleviate financial stress and bring families closer together. Financial stress can put a strain on relationships, and it's essential to have open and honest communication about…

Financial Planning / 20-02-23 / Kurtney Durgaparsad

Kurtney Durgaparsad | Are you dreading that financial conversation?

"A good way to start is to think about why you need to have this conversation. Most of the time, it’s an event or situation – a holiday or a big-ticket purchase – that requires us to have ‘the money conversation’," says Kurtney Durgaparsad,…

Financial Planning / 16-02-23 / Sisanda Ndlovu

Relationships & Money: What does being in a ‘Vat en Sit’ mean for your finances?

"Without a formal cohabitation agreement, individuals in a Vat en Sit relationship run the risk of facing a number of financial snags including the joint management of assets and liabilities and how retirement income is saved and distributed…

Financial Planning / 14-02-23 / Shelly Nxumalo

FNB launches Wills on App for clients to easily draft their Wills for free

"The launch of FNB’s Wills on App solution addresses this need and empowers our customers to draft and set up their Will efficiently. We believe that a Will is the first step in generational wealth creation and the necessary building block that…

Financial Planning / 08-02-23 / Sisanda Ndlovu

How to do tax-free saving right in 2023

Duma Mxenge, Business Development Manager at Satrix, says the first thing every financial adviser should do is to make sure clients are taking advantage of tax-free saving investment portfolios.

Financial Planning / 06-02-23 / Chris Smit

Gig workers need financial solutions that address income volatility

With this economy growing so rapidly, asset managers and financial advisers need to think smart when developing and recommending financial solutions to this growing market segment.

Financial Planning / 26-01-23 / Shelly Nxumalo

Difference between specified and unspecified insurance

“Choosing to not commit to insurance premiums on items you might not lose or might not damage, can hurt. Believe me that when such items are indeed lost or stolen, the pain of that financial loss is much bigger,” says Lize Badenhorst, iMas Insurance…

Financial Planning / 23-01-23 / Chris Smit

Importance of making informed decisions about your finances in the new year

“Loans are there to help and not drown you in debt, however when you commit to taking up a loan you need to make sure you can manage your debt responsibly”, cautions Hesta Vermeulen, Digital Channels Manager at iMasFinance.

Financial Planning / 19-12-22 / Shelly Nxumalo

Zanele Ntulini | New year, new financially savvy you

According to Zanele Ntulini, Chief Marketing Officer at life insurer Bidvest Life, the first step is to understand why you might be feeling anxious about your finances , and once you know, you can start planning to fix the problem.

Financial Planning / 14-12-22 / Anet Ahern

Anet Ahern | Why a new mindset is a non-negotiable in 2023

According to Anet Ahern, CEO at PSG Asset Management, for many, the most pressing question is even more specific – mega-cap tech stocks are so ‘cheap’, is now the right time to buy them?

Financial Planning / 24-11-22 / Duty Editor

Save every day, not just for Black Friday

Eddie Brandt, National Manager: Group Brand Ambassadors at iMasFinance shares tips on how to make good financial decisions to ensure you can save for the future, and not just for Black Friday.

Financial Planning / 23-11-22 / Shelly Nxumalo

Managing financial uncertainty through risk cover

It is so important to speak to an accredited Financial Adviser to structure a comprehensive cover suited specifically to you and your needs and review your cover often in accordance with your evolving lifestyle and financial goals," says Kedibone…

Financial Planning / 21-11-22 / Bantu Bam

Bantu Bam | What to consider when choosing a financial planner

"The financial journey is a long and important one. You might face many obstacles such as a divorce, troubled children, unexpected illnesses or the death of a family member. You might not have the necessary knowledge and skills to navigate these…