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Category: Wealth management

35 Years in the Making

  • 1 April 2020
  • 00:24
  • Mike Estment CFP®
NFB has turned Knowledge Into Wealth for more than three decades. You’ve been our best investment.

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National Lockdown – Your Short Term Insurance FAQs

  • 31 March 2020
  • 14:01
  • Michelle Wolmarans
Your comprehensive Short Term Insurance guide for national lockdown.

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Moody’s Downgrade – What Does This Mean for South Africa?

  • 30 March 2020
  • 13:46
  • Andrew Duvenage CFP®
Ratings agency Moody’s has downgraded South Africa’s credit rating to junk or sub-investment status. What does this mean for the country, or more importantly, where do we go from here?

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COVID-19 Communique from our Group CEO Anthony Godwin

  • 25 March 2020
  • 08:02
  • Anthony Godwin RFP™
We remain committed to communicating with you on an ongoing basis throughout the lockdown and beyond.

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Global market meltdown calls for cool-minded investment strategies

  • 18 March 2020
  • 14:45
  • Andrew Duvenage CFP®
Amidst this recent market crash, investors are understandably jittery given the recent market crashes and the fact that the economic impact of the Covid-19 pandemic is not yet fully understood.

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COVID-19 Business Continuity Plan

  • 17 March 2020
  • 08:30
  • Andrew Duvenage CFP®
As part of our commitment to our clients and our duty to civil society we share our COVID-19 business continuity plans. We will endeavour to continue providing the high level of service that you are accustomed to.

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Investment trends to watch out for in 2020

  • 12 December 2019
  • 11:20
  • Andrew Duvenage CFP®
Seeking expert advice is imperative in order to avoid value destruction and to ensure that your investment portfolio is optimally structured.

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Personal discretionary allowances: don’t miss December’s deadline

  • 10 December 2019
  • 13:36
  • Philip Bartlett CFP®
Before you start celebrating the New Year, make sure you’ve used your 2019 personal discretionary allowance by 31 December.

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Raise your security bar this festive season

  • 4 December 2019
  • 15:07
  • Michelle Wolmarans
Don’t let your guard down this holiday; prioritise security precautions and ensure your valuables are appropriately insured.

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Put your 13th cheque to work and start 2020 on firm financial footing

  • 2 December 2019
  • 13:23
  • Thulisile Nkomo CFP®
Four ways to use your 13th cheque responsibly

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