30 Jun Protection of Personal Information Act (POPIA)
Posted at 17:05h in Press
At Netto we have always taken the security and confidentiality of your data seriously. The introduction of POPIA has been necessary with the way our...
Press
15 Dec Boutiques are better – right?
In this Blue Chip article, Netto’s Investment Manager James Downie dives into the debate about the benefits of a boutique asset manager vs those of...
10 Dec Offshore investing from your SA armchair
Netto Invest Wealth Manager Gareth Leonard joins Jackie Cameron and Magnus Heystek in this BizNews Finance Friday webinar - Offshore investing from your SA armchair....
18 Nov Wealth Manager Michael Maré on Good Hope Radio
Michael Maré, a wealth manager at Netto Invest, gives his take on investing in this Good Hope Radio interview. Michael explains the difference between saving...
14 Apr Plan to preserve the value of your estate
Plan to preserve the value of your estate by making sure you nominate beneficiaries. But understanding how your beneficiaries will be affected is the first...
08 Apr How to limit the effects of emotion on your investment
Morné Bezuidenhout, director and wealth manager at Netto Invest, explains how to limit the effects of emotion on your investment. ...
05 Nov Unit trusts 101: the distribution of income and tax implications
Investors in a collective investment share the risks and benefits in proportion to their holdings. Morné Bezuidenhout discusses this in Business Day. ...
15 Sep Investment vehicle guidelines
Setting your financial goals and understanding which investment vehicles are appropriate to help you reach them, will make your choices easier. ...
28 Aug How to stop your living annuity coming to an end before you do
Morné Bezuidenhout discusses how retirees make the mistake of adjusting income drawdowns to inflation instead of to investment returns. ...
25 Jun Updating financial exit strategy key after tax changes in budget
Ask your financial planner or advisor for a review after Treasury’s increase in estate duty and the VAT rate. Morné Bezuidenhout explains why. ...
23 Apr Solid strategy key to staying the course and avoiding bad choices
Many investors jump into the market when they should be getting out and vice-versa. Morné Bezuidenhout explains why. ...
12 Feb Strategising for drawing an income in your retirement years
Research shows that a diversified portfolio targeting a specific rate of return gives the best results. Morné Bezuidenhout explains why. ...
20 Nov Concentrated market makes it risky to track JSE indices exactly
The large weighting of Naspers defeats passive strategy’s aim of limiting exposure to any stock. Morné Bezuidenhout explains why. ...
11 Sep What you need to know and do if you are facing retrenchment
Getting professional financial advice to help you sift through your options will pay off. Morné Bezuidenhout explains why. ...
24 Jul How to invest offshore to reduce risk and expand opportunities
Morné Bezuidenhout explains why the choice of a rand-denominated unit trust fund or a direct investment depends on the investor’s needs. ...
25 Jun Well-chosen endowments can reduce tax on your investments
With the trend to higher taxes, planning your finances effectively is key. Morné Bezuidenhout talks tax advantages for endowments. ...
01 Dec Facing death planning
Too few South Africans draft a will or ensure that sufficient assets and policies are in place to care for their loved ones, explains Richard...
23 Mar Make the most of your money
Managing money: it’s something we all do, and often on a daily basis, but how can ordinary folks maximise their cash to create lasting wealth?...
17 Mar Small business, big challenge
Owning your own small business may be your dream, but the loss of a predictable salary isn't the only challenge of going it alone. ...
23 Jan Personal budget balancing act
Have you gone over budget this festive season? You are not alone. Try these tips to help get you through January. ...
17 Dec The rands of time: invest your year-end bonus
Wondering whether to invest your year-end bonus? Well, what if there was a way it could start generating bonuses of its own? ...
18 Sep How to invest R500 per month risk-free
In this Good Housekeeping article (October 2014), Debbie Netto advises on how best to invest R500 per month. ...
20 Feb Hi Mom & Dad, I’m back! The boomerang generation
Unemployment is the decisive factor causing young adults to move back home and rising property prices aren't helping the situation. ...
15 Jan Moving assets to a family trust – South Africa
What are the important considerations when moving assets into trust? Netto Invest partner Ian Beere was asked to advise....
14 Jan Come-back kids cause a boomerang-generation headache for parents
Meet the ‘boomerang generation’ – young adults in their 20s and early 30s living with their parents. There might even be one on your couch....
13 Feb Personal Finance Boot Camp
Morné Bezuidenhout gives financial advice on the steps to take to achieve specific retirement goals in Personal Finance's Boot Camp. ...
17 Nov About donations tax – would you give an investment as a gift?
In SA we are subject to donations tax, so giving your money away may create a tax liability. Just giving investment gifts may create paperwork....
17 Nov Six-step financial planning process
The globally accepted six-step financial planning process must be followed to ensure that you receive sound financial planning advice....
17 Nov Joint financial planning
Joint financial planning creates an ideal opportunity to focus on turning short term hardships into long term successes. ...
29 Jun Financial planning annual review – 6 items to cover
Your annual check-up with the GP covers certain areas and so should your financial health check with your financial planner. ...
19 Jan How to reduce investment risk
The need to reduce investment risk varies from one individual to another depending on your circumstances and goals. ...
24 Jul Annual review of your company retirement fund
In the light of changes in the legislative framework surrounding retirement funds and lump-sum benefits, it is important to review the structure and benefits of...
29 Apr Avoiding the pitfalls of small business shareholdings
Many people's ownership interest in a business is usually in the form of a shareholding in a private company, or a member’s interest in a...
22 Jan Your annual investment stock-take
You and your financial planner should do a stock-take of your portfolio of assets, liabilities and investments every year. ...
23 Oct Help your financial planner to help you
Successful investors understand that financial planning is a life-long process achieved in close partnership with their financial planner. ...
17 Oct How to tame the wild within and invest your money wisely
Human beings may be the only species that invests money, but the way we conduct our financial affairs often bears close resemblance to animal behaviour....
28 Aug Hedge fund tactics: Hedging your bets against volatility
Hedge funds offer protection when the market moves down and may be used in your investment portfolio to increase and improve diversification. ...
19 Jun Investment in property: Not just bricks and mortar
History has shown us that in the medium to long term, investment in property and equities offers the best returns of all the asset classes....
21 May Beware the pitfalls of signing personal surety
When it comes to personal surety, the biggest danger to your finances can be your wealth. Here’s how the paradox works. ...
09 Apr Getting Married – Beware the Pitfalls of the Nuptials
Getting married is way more than just the ceremony. It is critical that the un-romantic financial issues are discussed before the wedding arrangements. ...