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Financial Planning

 

Financial Planning / 14-02-22 / Lynn Bolin

Pair up on your finances this Valentine’s Day

It’s probably best to start by agreeing on an amount each of you could commit towards investing every month, says Lynn Bolin, Head of Communications at M&G Investments.

Financial Planning / 02-02-22 / Jaco Prinsloo

Be frugal this February by spending less and doing more

For everyone that experienced a 65-day January, ‘Frugal February’ has arrived! It is the perfect month to boost your savings with a few easy tips from Jaco Prinsloo, certified financial planner at Alexander Forbes.

Financial Planning / 01-02-22 / Nirdev Desai

Three biggest roadblocks to savings in SA

Many people may find the prospect of saving to be overwhelming, but small actions taken in the present can catalyse big changes in the future, says Nirdev Desai, Head of Sales at PSG Wealth.

Financial Planning / 24-01-22 / By Duty Editor

Investment tips to keep you on track for a healthy retirement

Planning for 30 years of retirement income necessitates ensuring that other priorities don’t detract from meeting savings and investment objectives (during the accumulation phase), or impact retirement investing and income drawdown management…

Financial Planning / 09-12-21 / Shelley van der Westhuizen

Eight easy steps to check your retirement picture

Being prepared for retirement should start as soon as one is employed in their first job. Shelley van der Westhuizen, head of financial well-being strategy and applied research at Alexander Forbes, walks us through the steps of checking your…

Financial Planning / 07-12-21 / By Victoria Reuvers

Victoria Reuvers | Looking into 2022? - Get the best quality financial advice!

Households across the globe are increasingly expected to be responsible for more financial decisions, such as determining how much to save for retirement, how to invest savings, how to be tax-savvy and when to retire, says Victoria Reuvers,…

Financial Planning / 29-11-21 / By Rita Cool

Your pre-holiday personal affairs checklist

The end of the year is around the corner, and as you daydream about your summer holiday, take some time to put your personal affairs in order before you pack your suitcase, says Rita Cool, certified financial planner at Alexander Forbes.

Financial Planning / 25-11-21 / By Lynn Bolin

How to boost your willpower this Black Friday

Another Black Friday beckons and there’s little escape from the sales that have been popping up all month, as stores work towards their greatest discounts of the year. It’s an exciting time and you may pick up a bargain, but there is also the…

Financial Planning / 24-11-21 / By Bongani Khulu

The value of human advice in a digital world

Bongani Khulu, Senior Executive at the Liberty Group says it is not a controversial thing to say that the future of advice is digital using all the best advantages offered by emerging technologies which are continuing to evolve at an astonishing…

Financial Planning / 23-11-21 / Staff Writer

Liberty's Stash Tax-Free Investment now open for kids

"Users of the Stash by Liberty app increased by more than 180% since the onset of the COVID-19 lockdown in April last year. Along with this, the amount of money stashed per month has increased by over 350% when compared to the same time last…

Financial Planning / 17-11-21 / By Richard Rattue

Social influence should not be reason to invest in cryptocurrencies

Richard Rattue, MD of Compli-Serve SA looks at being extra cautious when it comes to investing in cryptocurrencies and how social influence (from social media to family or your neighbours) shouldn’t sway you from doing the required due diligence…

Financial Planning / 16-11-21 / By Mariska Comins

Charting the path to a comfortable retirement

"An increase in longevity, rising health costs and general way of life will mean that we increasingly place our retirement lifestyle at risk', says Mariska Comins, Head of Technical Support at PSG Wealth.

Financial Planning / 09-11-21 / By Ali Simpkins

Ladies, take charge of your finances, says Ali Simpkins

Our time is now, ladies, says Ali Simpkins, a Chartered Financial Analyst & MCI Specialist at Momentum Investments, who advises that women take charge of their finances if they want to secure both the future and independence many crave.

Financial Planning / 09-11-21 / By Lynn Bolin

Five money matters to manage before you buy a house

Lynn Bolin, Head of Communications, Prudential Investment Managers says buying a property shouldn’t be based solely on a good deal – your personal financial position is essential to factor into your decision to buy. Below, she gives us five…