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Financial Planning

 

Financial Planning / 27-10-21 / By Nowana Sobopha

Key financial lessons you sometimes only learn over time

Nowana Sobopha, Investment Analyst at Momentum Investments, shares four key lessons she’s learned on her personal financial wellness journey

Financial Planning / 26-10-21 / By Adriaan Pask

The true test of successful wealth creation

The concept of wealth is something that needs to be taught and nurtured. "Too often, a lack of financial education can cause money to be misspent or capital to be poorly allocated,'' says Chief Investment Officer of PSG Wealth, Adriaan Pask,…

Financial Planning / 21-10-21 / By Lynn Bolin

What you should know before investing in cryptocurrencies

Cryptocurrencies (cryptos) such as Bitcoin, Ethereum, Dogecoin and Binance Coin, have become more than just buzzwords in the investment world, but remain somewhat shrouded in mystery compared to traditional investments.

Financial Planning / 19-10-21 / By Jan van der Merwe

The basic features and key benefits of an endowment

Creating a financial legacy for your children requires you to start early. It also requires investment discipline. A product that may help increase the level of discipline in your investment process is an endowment. Jan van der Merwe, Head of…

Financial Planning / 13-10-21 / By Anet Ahern

A reassessment of South African investors' 'love-affair' with cash

Anet Ahern, Chief Executive Officer of PSG Asset Management says that "South African investors have had something of a love-affair with money market funds over the last few years, and for some good reasons." She explores these reasons further…

Financial Planning / 13-10-21 / By Duty Editor

Here’s how to safely rent out your home or property

Looking to rent out a room, a flatlet or even your whole home? Be sure to talk to your insurance company first to ensure that you're covered for any additional risks. That's the advice from King Price Insurance's client experience partner, Wynand…

Financial Planning / 06-10-21 / Staff Writer

Questions to ask your financial adviser

With World Financial Planning Day approaching, it is the ideal reminder to meet with your financial adviser and review your financial position. To help you prepare, Jaco Prinsloo, certified financial planner at Alexander Forbes, outlines some…

Financial Planning / 05-10-21 / Staff Writer

Industry Alert: Criminals develop new ways to steal cars in SA

SAIA has been advised by some of its motor members of a new modus operandi that criminals use to steal cars from unsuspecting consumers in South Africa.

Financial Planning / 30-09-21 / Staff Writer

Creating financial resilience to become money savvy

Covid-19 and the global financial crisis highlighted how vulnerable some households were to the financial shocks that followed. These events have led people and firms to rethink how prepared they are to weather financial shocks and has resulted…

Financial Planning / 29-09-21 / Staff Writer

Why trusts remain relevant for estate planning

There is still good reason to use trusts in estate planning, often for reasons which are not purely financial. When you divest your assets to a trust, you are changing ownership of the assets to the trust beneficiaries.

Financial Planning / 16-09-21 / Staff Writer

Investing offshore - how much?

So, how do you decide how much of your funds to invest offshore and how much to invest locally? Adriaan Pask, CIO at PSG Wealth shares his insights around the variables that one should take into account.

Financial Planning / 08-09-21 / Staff Writer

How to talk to your partner about money

Neli Mbara, Certified Financial Planner at Alexander Forbes says a healthy and successful relationship requires consistent effort from both parties.

Financial Planning / 01-09-21 / Staff Writer

Give your finances a 'spring clean' this September

As many South Africans continue to battle against the economic fallout of the pandemic, this September might be slightly more difficult to get into the spirit of springtime.

Financial Planning / 01-09-21 / Staff Writer

Six ways to maintain your your car - and save big on insurance

With ever-changing lockdown restrictions and many people still working from home, your trusty vehicle may not be in use all that much.