Financial Planning

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10 Jun 2020
Borderless banking, for people who think without borders

By: Erik Olwagen, Head: Sales and Distribution, International Personal Banking, Standard Bank One of the many lessons that we can…

Borderless banking, for people who think without borders

By: Erik Olwagen, Head: Sales and Distribution, International Personal Banking, Standard Bank One of the many lessons that we can take away from the COVID-19 pandemic is how easily we, as society, can be shaken up when facing extreme uncertainty. Our freewheeling days may be over for the foreseeable future,…

09 Jun 2020
Investing in sustainability in volatile times

Taking up exposure to equities through a structured product is an option

Investing in sustainability in volatile times

Taking up exposure to equities through a structured product is an option

01 Jun 2020
Why ‘corporate karma’ is crucial for your investment returns

By: Katherine Davidson, Global Sustainable Growth Portfolio Manager, Schroders Sustainability used to be a niche preoccupation but it is now…

Why ‘corporate karma’ is crucial for your investment returns

By: Katherine Davidson, Global Sustainable Growth Portfolio Manager, Schroders Sustainability used to be a niche preoccupation but it is now discussed everywhere. From ‘flight shame’ to the gender pay gap, issues related to sustainability have become part of our everyday conversation. Many of us are trying to do more to…

21 May 2020
A retirement income product opportunity your clients need to consider

Many soon-to-be retirees are understandably worried. Their retirement plans may be in disarray as they face a serious decrease in…

A retirement income product opportunity your clients need to consider

Many soon-to-be retirees are understandably worried. Their retirement plans may be in disarray as they face a serious decrease in the value of their retirement savings, driven by a sharp decline in investment markets due to the impact of the COVID-19 pandemic on the global economy, the oil price shocks…

19 May 2020
Covid-19 shines a spotlight on health and safety in construction

Although the construction industry is known to be at the forefront of risk mitigation, as it follows very strict processes…

Covid-19 shines a spotlight on health and safety in construction

Although the construction industry is known to be at the forefront of risk mitigation, as it follows very strict processes in line with stringent health and safety laws, Covid-19 has highlighted what a critical role safety, health, environment and quality (SHEQ) plays in the sector. As the old adage goes, ignore it…

13 May 2020
Two ways COVID-19 affects financial advisers (and it’s not just income)

By: Hannes van den Berg, Chief Executive Officer of Momentum Consult As financial advisers you’re at the coalface of the…

Two ways COVID-19 affects financial advisers (and it’s not just income)

By: Hannes van den Berg, Chief Executive Officer of Momentum Consult As financial advisers you’re at the coalface of the industry. Even though you project a strong, confident energy when you deal with clients you also have fears and anxiety to deal with. But the good news is, these concerns…

13 May 2020
How much life cover do you need?

When buying life insurance, how do you know how much is enough? Do you spend what you can afford, or…

How much life cover do you need?

When buying life insurance, how do you know how much is enough? Do you spend what you can afford, or do you opt for a nice round figure like one or two million rand? And how do you know whether it’s enough? Marius Botha, MD at life insurer Stangen, says…

13 Apr 2020
Investors should keep a reasonable investment allocation outside of SA

MoneyMarketing asked Roland Gräbe, the head of Tailored Fund Portfolios at Old Mutual Wealth, about offshore investments in the COVID-19…

Investors should keep a reasonable investment allocation outside of SA

MoneyMarketing asked Roland Gräbe, the head of Tailored Fund Portfolios at Old Mutual Wealth, about offshore investments in the COVID-19 environment and what form a global market recovery will take.

11 Apr 2020
Finding investment opportunities among the many COVID-19 risks

With many countries around the world in lockdown as they try to contain the spread of the COVID-19 virus, the…

Finding investment opportunities among the many COVID-19 risks

With many countries around the world in lockdown as they try to contain the spread of the COVID-19 virus, the global economy is facing an unprecedented situation of balancing health against financial livelihoods.

09 Apr 2020
COVID-19 wreaks havoc with advisor books globally

As the Covid-19 pandemic lockdown forces the globe into an immediate and extreme digital age, financial advisors need to urgently…

COVID-19 wreaks havoc with advisor books globally

As the Covid-19 pandemic lockdown forces the globe into an immediate and extreme digital age, financial advisors need to urgently adjust their models if they want to survive.

09 Apr 2020
Financial planning in the time of coronavirus

We’re living in unprecedented times. The coronavirus pandemic has wrought havoc on countless lives and economies. It has taken away…

Financial planning in the time of coronavirus

We’re living in unprecedented times. The coronavirus pandemic has wrought havoc on countless lives and economies. It has taken away our freedom and limited our ability to engage in normal activities.

Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za