In a case where the person left behind inherits money or receives policy pay-outs, it is also necessary to have someone knowledgeable to help you invest for your future – which is extremely difficult to do at a time of loss,” says Ray Mhere,…
Lynn Bolin, Head of Communications at Prudential Investment Managers says investors can sometimes make mistakes that can be avoided, for example, selling an investment out of fear, or switching between different funds too often.
Teaching one’s children positive money habits should start from a young age, says Nelisiwe Mbara, CFP at Alexander Forbes, who has some tips to help impart good money habits to youngsters.
Nowana Sobopha, Investment Analyst at Momentum Investments, shares four key lessons she’s learned on her personal financial wellness journey
The concept of wealth is something that needs to be taught and nurtured. "Too often, a lack of financial education can cause money to be misspent or capital to be poorly allocated,'' says Chief Investment Officer of PSG Wealth, Adriaan Pask,…
Cryptocurrencies (cryptos) such as Bitcoin, Ethereum, Dogecoin and Binance Coin, have become more than just buzzwords in the investment world, but remain somewhat shrouded in mystery compared to traditional investments.
Creating a financial legacy for your children requires you to start early. It also requires investment discipline. A product that may help increase the level of discipline in your investment process is an endowment. Jan van der Merwe, Head of…
Anet Ahern, Chief Executive Officer of PSG Asset Management says that "South African investors have had something of a love-affair with money market funds over the last few years, and for some good reasons." She explores these reasons further…
Looking to rent out a room, a flatlet or even your whole home? Be sure to talk to your insurance company first to ensure that you're covered for any additional risks. That's the advice from King Price Insurance's client experience partner, Wynand…
With World Financial Planning Day approaching, it is the ideal reminder to meet with your financial adviser and review your financial position. To help you prepare, Jaco Prinsloo, certified financial planner at Alexander Forbes, outlines some…
SAIA has been advised by some of its motor members of a new modus operandi that criminals use to steal cars from unsuspecting consumers in South Africa.
Covid-19 and the global financial crisis highlighted how vulnerable some households were to the financial shocks that followed. These events have led people and firms to rethink how prepared they are to weather financial shocks and has resulted…
There is still good reason to use trusts in estate planning, often for reasons which are not purely financial. When you divest your assets to a trust, you are changing ownership of the assets to the trust beneficiaries.
So, how do you decide how much of your funds to invest offshore and how much to invest locally? Adriaan Pask, CIO at PSG Wealth shares his insights around the variables that one should take into account.
Insurance Biz is a New Africa Busines News Services (NABNS) publication launched in 2013 to focus on the insurance industry, investments, financial planning, employee benefits etc. It remains a great resource of news for industry professionals, and for those who seek to learn about the financial sector developments.
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