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Category: Financial advice

Creating certainty in an uncertain time

  • 18 November 2020
  • 06:33
  • Phomolo Moreng
COVID-19 has taught us that life is unpredictable and uncertain. How would your family be today if you had died yesterday? Now is the time to put provisions in place to safeguard your loved ones, and give you peace of mind regarding their future.

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Four Places to turn to for cash in times of crisis

  • 28 October 2020
  • 06:12
  • Zukiswa Sonjica CFP®
If the crisis has left you cash-strapped, there are a couple of places you may be able to turn to access funds.

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The impact of the GDP on SA’s Economy

  • 22 October 2020
  • 09:07
  • Andrew Duvenage CFP®
This shocking contraction, although expected, has severely impacted the South African economy – is this irrevocably damaged?

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How viable is a carry trade strategy in the current low interest environment?

  • 22 September 2020
  • 05:05
  • Andrew Duvenage CFP®
As South Africa is currently in a low interest rate environment, are there benefits in utilising a carry trade strategy where the investor borrows money at a low interest rate in order to buy investments at a higher return?

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Should you Invest a Percentage of your Retirement Funds into Public Infrastructure?

  • 17 September 2020
  • 07:51
  • Andrew Duvenage CFP®
We look at what the proposed amendments to the pension funds act means for retirement savers.

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How Divorce Impacts Your Retirement Annuity

  • 7 September 2020
  • 11:49
  • Lonwabo Simbi
If you’re in the process of divorcing, it’s important to know how your retirement annuity will be treated as part of the divorce process. We look into how it works if you’re married in community of property.

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Invest in your health this Cervical Cancer Awareness Month

  • 1 September 2020
  • 14:51
  • Nicky Sass
Make sure you have appropriate medical and gap cover for your individual needs. You never know when you may need it.

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You’ve got three months to change your will

  • 27 August 2020
  • 09:39
  • Phomolo Moreng
If you die within three months of getting divorce, your will is implemented as if your ex-spouse had died before the divorce. Sound complicated? We explain it with the help of a real-life case study.

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Three money issues facing women today and how to overcome them

  • 20 August 2020
  • 10:50
  • Thuli Nkomo CFP®
Women often don’t feel empowered to make the best financial decisions for themselves. We look at how women can shift towards being more in control of their financial matters.

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Section 14 Transfers: Are They in Your Best Interests?

  • 18 August 2020
  • 20:57
  • Xolisa Funani CFP®
We discuss a number of aspects you should consider before undertaking a Section 14 transfer of your retirement funds.

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