Category: Wealth management

[PODCAST] Beware the Risks: Relying on ‘Finfluencers’ for Financial Advice

Thuli Nkomo unpacks the Hidden Dangers of Relying on Social Media for Financial Guidance

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The Sandwich Generation – Financial planning tips to consider when supporting both parents and children.

How can the sandwich generation successfully manage financial support for parents and children?

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What options do I have to save for retirement, but not through an RA?

And how much should I be saving percentage wise for retirement?

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Where do you find your certainty amongst market volatility and panic?

By focusing on what you know, you’re more likely to remain calm and make sensible decisions.

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View from the Chair – Proficio 2023 Issue 2

The state of play in the global banking arena has caused a few raised eyebrows of late

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Do you have a valid beneficiary form for your unapproved group life and funeral policy?

Ensuring you have an updated and valid beneficiary form for an unapproved group life or funeral policy is as important as having a valid last will and testament.

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From the MD’s desk – Proficio 2023 Issue 1

While South Africa remains precariously positioned, staying invested to catch the early recovery is vital.

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[PODCAST] How to improve your relationship with money in 2023.

How to ensure our finances help rather than hinder us.

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It’s time for women to harness their financial power

Everything women need to know to take control of their own finances, before you say ‘I do’

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Undressed, a retirement annuity proves attractive

While some may shun retirement annuities, the product stands firm in its offering of significant advantages in tax and estate planning.

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