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Financial Planning

 

Financial Planning / 24-11-22 / Duty Editor

Save every day, not just for Black Friday

Eddie Brandt, National Manager: Group Brand Ambassadors at iMasFinance shares tips on how to make good financial decisions to ensure you can save for the future, and not just for Black Friday.

Financial Planning / 23-11-22 / Shelly Nxumalo

Managing financial uncertainty through risk cover

It is so important to speak to an accredited Financial Adviser to structure a comprehensive cover suited specifically to you and your needs and review your cover often in accordance with your evolving lifestyle and financial goals," says Kedibone…

Financial Planning / 21-11-22 / Bantu Bam

Bantu Bam | What to consider when choosing a financial planner

"The financial journey is a long and important one. You might face many obstacles such as a divorce, troubled children, unexpected illnesses or the death of a family member. You might not have the necessary knowledge and skills to navigate these…

Financial Planning / 14-11-22 / Mariska Comins

Mariska Comins | Will your legacy help your loved ones reach financial freedom?

Intergenerational wealth refers to assets passed by one generation of a family to the next, and how families use their collective wealth to support each other during their lifetimes, says Mariska Comins, Head of Technical Support, PSG Wealth.

Financial Planning / 20-10-22 / Sisanda Ndlovu

Preparing for cancer in your client's financial plan

"Aynjil Cancer Insurance is similar to critical illness cover, however it is more specialised and solely focused on cancer. This means we're able to offer a lower monthly premium as we remove the costs that come with insuring a much broader…

Financial Planning / 18-10-22 / Shelly Nxumalo

Financial Literacy Speech Competition winners crowned: FSCA

"One of the most encouraging outcomes we have seen over the years is how learners are taking the financial knowledge they’ve gained, to their homes and communities. This means that it’s not just the young people that are becoming financially…

Financial Planning / 14-10-22 / Sisanda Ndlovu

Intermediaries, do plan for your future as a professional too

"I think intermediaries tend to forget this 'professional' narrative applies to them as well. They often have substantive future earning potential. However, their risk is also quite immense as they can only earn an income if they're actively…

Financial Planning / 27-09-22 / Shelley van der Westhuizen

Shelley van der Westhuizen | Kickstart your savings with these tips

Financial Planning Month in October reminds us of the need to have financial goals and to work towards achieving them over time, and while many of us are battling to afford our expenses, it can seem quite daunting to also think about saving,…

Financial Planning / 21-09-22 / Tau kaVodloza

Estate Planning - Caring for those who may not be able to care for themselves

For parents who have children with serious disabilities, estate planning is even more crucial as these children may not ever be able to work and provide for themselves. As such, it is imperative that everyone, especially those caring for people…

Financial Planning / 21-09-22 / Sisanda Ndlovu

About 75% of black South Africans do not have a will: Sanlam

"The general rule is that only blood relations of the deceased and their descendants may inherit should someone die without a will. This includes children, grandchildren, parents, brothers, sisters, grandparents, uncles, and aunts. The surviving…

Financial Planning / 15-09-22 / Tau kaVodloza

Wills Week | Estate planning for the benefit of your child(ren)

"If one dies without a will, the Intestate Succession Act ("the Act") takes effect. In terms of the Act, only blood relatives and spouses may inherit from the estate; foster children, stepchildren, foster parents, stepparents, and possibly your…

Financial Planning / 06-09-22 / Jaco Prinsloo

Jaco Prinsloo | What happens to your investments after your death

What actually happens to one’s investments in the event of death? Jaco Prinsloo, a CFP at Alexforbes takes us through such investments and the succession planning of investments, specifically discretionary investments, compulsory investments…

Financial Planning / 30-08-22 / Tommy Jackson

Top four financial management tips for Gen Zs

Any conversation with Gen Zs around healthy financial habits must therefore be based on empathy and a keen understanding of the unique pressures that young South Africans face,” says Sam Beckbessinger, the author of the bestselling title, Manage…

Financial Planning / 29-08-22 / Buhle Langa

Your partner shouldn't be your retirement plan

While a life partner can be wonderful, they should not be considered as a part of your retirement plan as they may not even have saved sufficiently to meet their own requirements, says Buhle Langa, financial planner at Alexforbes.