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Financial Planning

 

Financial Planning / 27-07-22 / Kondi Nkosi

Rising interest rates: What do they mean for my finances?

Interest rates have been rising all over the world and it’s anticipated that rates will continue to rise. But why do they keep rising and what does this mean for your investments? Kondi Nkosi - Country Head for Schroders South Africa explains.

Financial Planning / 14-07-22 / Duty Editor

Savings month: 5 ways to save on your insurance premiums

And often, insurance premiums are one of the first line items targeted when it comes to cutting back on a budget – but when finances are tight, removing your cover is the worst thing you could do warns Wynand van Vuuren, client experience partner…

Financial Planning / 12-07-22 / Duty Editor

Busting the myths around Income Protection

Income Protection solves for what really matters: protecting yourself, your business, and your family against unexpected expenses incurred due to illness, injury, disability or death, says Zanele Ntulini, Chief Marketing Officer at life insurer…

Financial Planning / 11-07-22 / Staff Writer

South Africans only think about retirement saving later in life

Having a comfortable retirement or being in a position to live life the way you want, at a certain age should rate as an important life goal, but somehow, many South Africans are not getting this until they are older, says Nosipho Nhleko, Lead…

Financial Planning / 08-07-22 / Belinda Sullivan

Belinda Sullivan | How to win at saving for retirement

Belinda Sullivan, head of corporate consulting strategy at Alexforbes explains how to increase retirement savings by taking advantage of tax benefits.

Financial Planning / 13-06-22 / Mariska Comins

Mariska Comins | Creating a legacy for your beneficiaries

The last thing you want to do is to leave your dependants with an estate that does not have enough liquidity when you pass away, says Head of Technical Support at PSG Wealth, Mariska Comins.

Financial Planning / 10-06-22 / Duty Editor

Power and influence: Retirement funds are uniquely positioned to drive ESG

We are hoping that the findings of the 2022 survey encourage more meaningful and widespread discussions and coordinated action around the impact of ESG and climate change on the environment, and retirement funds in particular, says Darryl Moodley,…

Financial Planning / 09-06-22 / Duty Editor

Who will manage your money upon incapacitation?

Medical conditions like aphasia – or any other primary conditions that have complications like executive function impairments, impacting memory and reasoning – can mean you lose your legal capacity to act – aka, make rational financial decisions…

Financial Planning / 09-06-22 / Staff Writer

It's time to adapt to the new world of risk

The accelerated digital transformation was felt overnight, with changes in client behaviour, including the way people want to engage with product providers and intermediaries, says Karin Muller, Executive Head: Sanlam Individual Life, Retail…

Financial Planning / 26-05-22 / Staff Writer

Natasha Fletcher | My spouse has died: what happens to our home?

Losing one’s spouse can be, besides a sad time, a confusing and stressful time, and that’s why it’s crucial to understand what will happen to the marital property in the event of your spouse’s death, explains Natasha Fletcher, Senior Associate…

Financial Planning / 25-05-22 / Staff Writer

Q & A | iMasFinance celebrates Africa Day reflecting on business in Africa

Eddie Brandt, National Manager: Group Brand Ambassador at iMasFinace shares his views on the future of business in Africa as well as the many challenges local businesses face and how they manage to overcome these challenges and even thrive despite…

Financial Planning / 24-05-22 / Rita Cool

Rita Cool | Death claim submission: what you need to know

The death of a loved one leads to much confusing paperwork, and in this article Rita Cool, a CFP at Alexforbes, pens an article about the process which nominees must attend to to submit death claims for loved ones who were members of retirement…

Financial Planning / 18-05-22 / Staff Writer

How shares can be used to boost your investment plan

When considering investing in shares, it is important to determine whether you are a growth or value investor. Your risk appetite and time horizon will influence this decision”, says Wendy Myers, Head of Securities at PSG Wealth

Financial Planning / 09-05-22 / Nirdev Desai

Nirdev Desai | Financial security requires discipline and time

"A financial plan needs to be flexible enough to continuously evolve as life circumstances change. As an individual goes through life, and financial milestones are achieved, the financial planning journey will need to be restructured," says…