26 Oct Put a will in place this National Wills Week!
National Wills Week puts a spotlight on the importance of having a will in place. You could even get a will done for free....
Take a look at our latest articles listed below. If you’re in search of something on a particular topic, click on the category you’re interested in on the right or use the search function on the left.
21 Oct Accessing your retirement funds when you emigrate
Posted at 10:35h in Retirement
If you are planning to move abroad, accessing your retirement funds may prove to be more challenging from next year....
20 Oct Approaching retirement in the time of Covid-19
Posted at 09:08h in Retirement
Heading into retirement during the Covid-19 pandemic may feel like the worst possible timing. But the key is not to panic....
13 Oct South African unit trust investment – does it make sense?
Posted at 02:08h in Investments
There are even more South African unit trusts available than local shares, making selecting the right unit trust quite a task....
05 Oct Your living annuity in the time of Covid-19
If any part of your retirement income is in the form of a living annuity, what are the implications for you during this time of...
07 Sep Doomed by government debt?
Posted at 12:50h in Tax and duties
Governments have scrambled to mitigate the economic effects of the C-19 crisis but, Wealth Manager Richard Sparg CFP® asks, will we have to bear the...
31 Aug SA bond returns – a permanent capital loss?
Posted at 09:11h in Investments
To understand SA bond returns, we need to recognise that bonds are usually used as a hedge for equities when diversifying an investment portfolio....
27 Aug Personal financial planning and female empowerment
Posted at 08:55h in Financial planning and advice
Personal financial planning is essential for men and women alike. But the reality is that women tend to take a backseat when it comes to...
20 Aug Reflect on your money goals this Women’s Month
Posted at 13:54h in Financial planning and advice
This Women's Month making use of various coaching tools can be a great way to get on top of your money goals...
11 Aug So, it’s all back to normal in the markets – or is it?
Posted at 09:07h in Investments
Recovery is firmly in place and the catastrophic behaviour of the world markets earlier in the year is a thing of the past....