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#Knowledge Library

Spoilt for investment choice

  • 10 May 2021
  • 12:43
  • Travis McClure CFP®
Being Proudly South African of “My Octopus Teacher’s” Oscar win doesn’t limit viewing to only homegrown content. The savvy investor likewise looks beyond local investments to long-term offshore opportunities for significant growth.

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Investor confidence before economic recovery

  • 29 April 2021
  • 11:41
  • Andrew Duvenage CFP®
In order for South Africa to achieve any degree of economic recovery it will need to restore investor confidence in the country as an investment destination. That is a tall order in the existing environment.

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Why offshore investments continue to be an attractive option

  • 29 April 2021
  • 11:30
  • Stephen Katzenellenbogen CFP®
In the current investment environment offshore investments are an enticing option.

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Don’t get caught out by crafty financial advisors

  • 27 April 2021
  • 23:51
  • Thuli Nkomo CFP®
The Financial Sector Conduct Authority (FSCA) often warns of unscrupulous firms masquerading as legitimate advisory firms with the ill intention of scamming people out of their hard-earned money.

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What is the best tax-free investment account I should be considering?

  • 27 April 2021
  • 22:30
  • Thuli Nkomo CFP®
If you are looking for a low-cost tax-free investment account, you should consider the one in the form of an ETF (exchange-traded fund).

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Rising yields, increasing opportunities?

  • 14 April 2021
  • 06:15
  • Paul Marais
Rising bond yields are one of the investment risks we’re currently seeing, largely as a result of fears that inflation turns out to be higher than investors expect, however, there are still opportunities in the South African bond market.

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New rules for provident funds

  • 13 April 2021
  • 09:50
  • Jaco van Zyl CFP
The amendments aim to simplify legislation governing retirement products and analyse benefits at retirement, for example, how much can you withdraw at retirement and what are the tax implications?

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Finding your Financial Advisor Match

  • 13 April 2021
  • 09:48
  • Zukiswa Sonjica CFP®
Choosing a financial advisor to help you develop a robust financial plan is a decision not to be taken lightly.

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View from the Chair – Proficio Apr / May 2021

  • 13 April 2021
  • 09:38
  • Mike Estment CFP®
Mike encourages clients to chat to their wealth managers about their hopes for a contented retirement – it is your advisor’s pleasure and responsibility to help you plan to fulfil your dreams.

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Can I get a monthly income of R5 000 after drawing my funds from my RA?

  • 16 March 2021
  • 09:35
  • Co-authored by Jonathan Braans and Stephen Katzenellenbogen CFP®
With interest rates as low as they are, what are my alternatives to allocating the cash to a bank savings account?

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The impact of rising oil prices on South African’s pockets

  • 15 March 2021
  • 05:03
  • Amy Degenhardt CFP®
Looking at some of the factors impacting the price of fuel for South Africans, including the cost of oil, exchange rates, taxes, and inflation.

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Day 340 of Lockdown | Market Update

  • 1 March 2021
  • 14:49
  • Paul Marais
The latest in a weekly series of alert level 3 lockdown-inspired market commentaries

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Budget 2021: SA running out of time to implement structural reforms

  • 1 March 2021
  • 07:31
  • Andrew Duvenage CFP®
Seismic shifts are required in terms of government ideology to implement the necessary structural reforms

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Tax and the deficit

  • 26 February 2021
  • 08:35
  • Jonathan Braans CFP®
SA’s fiscal debt looks set to peak in 2027 and there’s little room to increase tax revenue through rate hikes.

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Budget Speech 2021: No surprises but a few good reasons to be hopeful

  • 24 February 2021
  • 23:47
  • NFB Private Wealth Management
Our Private Wealth Managers unpack the detail of the 2021 Budget Speech and its implications for you.

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Budget Speech 2021 Outcomes & Impact : Infographic

  • 24 February 2021
  • 14:50
  • NFB Private Wealth Management
Finance Minister Tito Mboweni delivers a somber #BudgetSpeech2021. Here are the highlights in pictures and enclosed the full speech for more detail.

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Time to abandon policies and ideologies that have not worked

  • 22 February 2021
  • 08:16
  • Andrew Duvenage CFP®
The budget speech is on its way. Andrew Duvenage gives his take on what government should do.

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Taking a balanced view of retirement products

  • 18 February 2021
  • 12:10
  • Stephen Katzenellenbogen CFP®
At retirement investors are faced with critical decisions on how best to utilise their life’s savings to secure a regular income after retirement.

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Day 326 of Lockdown | Market Update

  • 15 February 2021
  • 15:20
  • Paul Marais
The latest in a weekly series of alert level 3 lockdown-inspired market commentaries

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How much capital do I need to retire early?

  • 15 February 2021
  • 08:35
  • Stephen Katzenellenbogen CFP®
The answer depends on your financial situation. Here are some things you need to consider:

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