Financial Planning

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03 Sep 2020
Real-time planning tool gives meaning to integrated wealth planning

According to the EY Future Consumer Index, 42% of respondents believe that the way they purchase goods and services will fundamentally change…

Real-time planning tool gives meaning to integrated wealth planning

According to the EY Future Consumer Index, 42% of respondents believe that the way they purchase goods and services will fundamentally change as a result of the COVID-19 pandemic. The report revealed that 34% of consumers would be prepared to pay more for local products, 25% more for trusted brands and 23%…

26 Aug 2020
Looking beyond the COVID-19 crisis

By: Justin Floor, fund manager at PSG Asset Management Over the past few months, the epicentre of the COVID-19 outbreak…

Looking beyond the COVID-19 crisis

By: Justin Floor, fund manager at PSG Asset Management Over the past few months, the epicentre of the COVID-19 outbreak has shifted. In the early days, governments around the world hoped that by acting decisively, the outbreak could be put behind us swiftly. This has not proven to be the…

19 Aug 2020
Living by design: How to give purpose to your money

By: John Kennedy, Director and Regional Head: Claremont, Citadel At its essence, a financial plan is about giving purpose to…

Living by design: How to give purpose to your money

By: John Kennedy, Director and Regional Head: Claremont, Citadel At its essence, a financial plan is about giving purpose to your money: it works as a personalised roadmap to ensure that you target and reach your financial goals along your journey. Crucially, living without a financial plan risks failing to…

06 Aug 2020
Old Mutual Wealth expands tax-free options with tailored fund portfolios

Investors targeting a specific investment goal or wanting to diversify their investments offshore will be pleased to know that Old…

Old Mutual Wealth expands tax-free options with tailored fund portfolios

Investors targeting a specific investment goal or wanting to diversify their investments offshore will be pleased to know that Old Mutual Wealth Tailored Fund Portfolios (TFPs) can now be used for tax-free savings. TFPs are the Discretionary Fund Management offering by Old Mutual Wealth that creates and manages a range…

29 Jul 2020
Building a business legacy takes planning

By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Running a successful business takes a sizeable financial investment. However,…

Building a business legacy takes planning

By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Running a successful business takes a sizeable financial investment. However, many business owners fail to plan for what happens should they die, become disabled or lose one of their key employees because of these very reasons. If you are a…

22 Jul 2020
Why you should avoid raiding your retirement fund in a crisis

By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Most of us will experience some unforeseeable crisis during our…

Why you should avoid raiding your retirement fund in a crisis

By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Most of us will experience some unforeseeable crisis during our lifetimes. Life is, after all, riddled with uncertainties, as is evident from the current pandemic. If you should lose your job or have your income reduced considerably, how do you…

22 Jul 2020
Cardiovascular disease, cancer and accidents remain the leading causes of claims

In 2019, Sanlam paid out over 99% of death claims. The insurer predicts a rise in claims for death, funeral,…

Cardiovascular disease, cancer and accidents remain the leading causes of claims

In 2019, Sanlam paid out over 99% of death claims. The insurer predicts a rise in claims for death, funeral, sickness and income protection in 2020, due to the coronavirus pandemic. Petrie Marx, Product Actuary at Sanlam Individual Life, says that this year is a testament to how easily one’s…

22 Jul 2020
SA businesses look offshore to ease COVID-19 pain, open new markets

The COVID-19 lockdown left a trail of devastation across entire industries – but it has also forced many South African…

SA businesses look offshore to ease COVID-19 pain, open new markets

The COVID-19 lockdown left a trail of devastation across entire industries – but it has also forced many South African businesses to look for new approaches and markets, with a growing number looking to establish offshore operations to create a greater range of options and opportunities. While numerous South Africans…

09 Jul 2020
Updating your beneficiaries is ever-more important in uncertain times

Independent financial services provider, Fedgroup, has seen an increase in the number of people taking the time to understand and…

Updating your beneficiaries is ever-more important in uncertain times

Independent financial services provider, Fedgroup, has seen an increase in the number of people taking the time to understand and update their policies and beneficiaries since the start of lockdown. But for those who haven’t done so yet, keeping your beneficiaries updated is one of the most important things you…

01 Jul 2020
DFMs key to helping planners meet post-COVID-19 client demands

Meeting client expectations will become increasingly difficult for planners who will face ever-more informed, risk-averse clients post the pandemic. It…

DFMs key to helping planners meet post-COVID-19 client demands

Meeting client expectations will become increasingly difficult for planners who will face ever-more informed, risk-averse clients post the pandemic. It may be too early to paint a clear picture of life post-COVID-19, but there’s an overwhelming expectation that this ‘black swan event’ will result in fundamental changes to the economy.…

01 Jul 2020
Fiduciary update with Louis van Vuren, CEO of FISA

Q:        The Fiduciary Institute of Southern Africa (FISA) is well known by now to professionals in various fields, including…

Fiduciary update with Louis van Vuren, CEO of FISA

Q:        The Fiduciary Institute of Southern Africa (FISA) is well known by now to professionals in various fields, including fiduciary practitioners, financial planners, accountants and lawyers., Are there any ‘new stand-out’ benefits of FISA membership? A:        At FISA we believe that one of our best kept secrets is…

24 Jun 2020
Ruling from the grave a bad idea

Most of us want our possessions to be distributed very specifically when we die – the family home to one…

Ruling from the grave a bad idea

Most of us want our possessions to be distributed very specifically when we die – the family home to one child, the holiday home to the other, a share portfolio to the surviving spouse, cash to a favoured charity – and on it goes.  Having our wishes carried out after…

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