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#Knowledge Library

How to save on home loan insurance

  • 17 June 2021
  • 18:58
  • Evelyn Doubell CFP®
It’s usually cheaper to take out your own home loan insurance, rather than accepting the cover offered by your bank.

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Raising your child to be financially educated

  • 17 June 2021
  • 16:24
  • Stephen Katzenellenbogen CFP®
You don’t have to wait to leave a monetary legacy for your children, instead, help them develop healthy savings and spending habits now that will set them up for future financial freedom.

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The outlook for inflation

  • 14 June 2021
  • 17:06
  • Andrew Duvenage CFP®
What is driving higher local consumer prices?

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Uncertainty impacts local banking stocks

  • 31 May 2021
  • 07:58
  • Co-authored by Paul Marais and Mosa Manqindi
The jury is out on whether shares in South African lenders are a good bet in the current economic climate

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What impact do strikes have on investor sentiment?

  • 24 May 2021
  • 18:27
  • Andrew Duvenage CFP®
The possible effect of strikes on investor sentiment towards SA.

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Protecting your most valuable asset

  • 24 May 2021
  • 18:27
  • Evelyn Doubell CFP®
When employees are asked what their most valuable asset is they typically list their house, car and other material possessions, forgetting that without an income they would not be able to afford these assets.

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Is making a withdrawal from my preservation funds the best option for me?

  • 24 May 2021
  • 15:10
  • Stephen Katzenellenbogen CFP®
The overall liquidity of your investment portfolio should be considered when deciding whether to withdraw from a fund and purchase a living annuity.

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How long can South Africa maintain its current account surplus?

  • 21 May 2021
  • 18:31
  • Paul Marais
In SA’s case, it is due to a collapse in consumer demand that has resulted in lower imports, coupled with a big increase in the price of the commodities SA exports.

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Three tips to improve your financial footing

  • 11 May 2021
  • 06:27
  • Marco van Zyl CFP®
It’s easy to get caught up in spending too much to the detriment of your savings potential. We provide three steps you can take today to put yourself in a better financial position for the future.

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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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