#Knowledge Library

Day 298 of Lockdown | Market Update

The latest in a weekly series of alert level 3 lockdown-inspired market commentaries

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Meet Xolisa Funani, one of our esteemed Private Wealth Managers.

Whether it is your first investment or you are ready to retire, Xolisa offers his clients a bespoke financial planning experience, matched to their unique needs.

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Day 291 of Lockdown | Market Update

The latest in a weekly series of alert level 3 lockdown-inspired market commentaries

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I have resigned to start my own business. How do I manage my finances?

As a new business owner, it is important to make the best financial decisions for you and the future of your business.

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Day 284 of Lockdown | Market Update

Our weekly series of lockdown-inspired market commentaries returns.

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3 Investments Products that Can Maximise Your Tax Efficiency

Taking advantage of these investment products can legitimately save tax and enhance your after-tax returns.

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How Saving and Investing can Secure Wealth

Different people save for different reasons, and the earlier you start, the better it is.

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The effects of retrenchment on financial well-being and retirement insecurity

Laurie unpacks South Africa’s numbers and why this puts the country in a very unique position as an emerging market.

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Total Investment Cost: Funds vs Competitors – Q3 2020

How NFB Asset Management’s Total investment Cost stacked up over the third quarter of 2020.

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Emigrating and withdrawing from your retirement fund? Here’s what you need to know.

Regulations regarding taking retirement funds out of the country when you emigrate are set to change; the proposed amendments may dramatically impact your financial planning if you are considering emigrating or are already living abroad.

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What should I consider when looking for a retirement annuity?

Making smart choices about your retirement savings throughout life can help you retire comfortably. Starting with choosing the right company and retirement plan for your savings.

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NFB Asset Management Fund Ratings and Awards

The 2020 Third Quarter Fund Ranks and Ratings for NFB Asset Management

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How the “expat tax” could affect you

As of 1 March 2020, South African residents working abroad may face an increased tax bill. What do the changes really mean and how will they impact you?

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A guide to offshore investments as SA sinks into a debt-trap

While tactical trading of currency movements may work for some, it’s a high-risk strategy

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Medical Aid considerations in the time of a pandemic

The start of a new year brings with it a likely increase in your monthly medical aid contribution. Now is the time to decide whether to upgrade or downgrade your cover in 2021.

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The implications of a no-deal Brexit

As 2020 comes to a close, so does the UK’s withdrawal agreement with the EU. If a new agreement between the EU is not reached before the end of the year, there will be various implications.

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Late Joiner Penalty’? I’ve never been late in my life!

When reviewing your medical aid options, especially when signing up for the first time or changing medical schemes, it’s important to be aware of the Late Joiner Penalty. Here’s why the LJP exists and if you are subject to it.

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Global Balanced Model Portfolio Trades

Manager Selection revised to align asset allocation and improve TER’s

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Manager Selection Changes

Global Cautious GBP Model Portfolio Switch

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Creating certainty in an uncertain time

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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