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09 Apr 2020
10 tips to (financially) survive retrenchment

It’s arguably one of the worst moments in anybody’s life. Retrenchment is just plain unpleasant, regardless of how much your…

10 tips to (financially) survive retrenchment

It’s arguably one of the worst moments in anybody’s life. Retrenchment is just plain unpleasant, regardless of how much your company or organisation has tried to support you or minimise the emotional blow.

02 Apr 2020
COVID-19 – Making sure medical aid, savings and risk benefits are covered

The COVID-19 pandemic has placed additional financial pressure on South Africans. If you are being retrenched or having your hours…

COVID-19 – Making sure medical aid, savings and risk benefits are covered

The COVID-19 pandemic has placed additional financial pressure on South Africans. If you are being retrenched or having your hours cut, you might be pondering your options on pausing or cancelling retirement fund or medical aid payments.

17 Mar 2020
Money Smart Week South Africa postponed

Given the accelerated spread of COVID-19 in South Africa, and in support of government’s decision to stop any public gathering…

Money Smart Week South Africa postponed

Given the accelerated spread of COVID-19 in South Africa, and in support of government’s decision to stop any public gathering of more than 100 people; the organizing committee for Money Smart Week South Africa 2020 (MSWSA 2020) has, after much consideration taken the decision to postpone this event until later…

05 Feb 2020
Tax free savings account or retirement annuity?

The TFSA was introduced by the National Treasury to encourage South Africans to save

Tax free savings account or retirement annuity?

The TFSA was introduced by the National Treasury to encourage South Africans to save

18 Dec 2019
Facing the facts around retrenchment

By Carrie Furman, assistant tax manager, Allan Gray. With the latest GDP growth figures showing that the economy contracted 0.6%…

Facing the facts around retrenchment

By Carrie Furman, assistant tax manager, Allan Gray. With the latest GDP growth figures showing that the economy contracted 0.6% in the third quarter, SAA heading into business rescue, and the problems at Eskom persisting, it looks like we are in for a difficult year ahead. This suggests that the…

18 Dec 2019
Don’t get wrapped up in holiday spending

December is a time when people tend to spend more due to the summer holidays, the festive season, travelling, driving…

Don’t get wrapped up in holiday spending

December is a time when people tend to spend more due to the summer holidays, the festive season, travelling, driving long distances and for those who prefer to stay at home, taking the go-slow to do some DIY around the house. Being financially prepared is vital as holiday expenses add…

04 Dec 2019
Finding financial balance

Communication through memes and emojis has become second nature to us and often capture humour and irony so perfectly that…

Finding financial balance

Communication through memes and emojis has become second nature to us and often capture humour and irony so perfectly that everyone can relate. So, this festive season, and during its aftermath, we are sure to be entertained by depictions of people taking financial strain. The reality is that these memes…

27 Nov 2019
The difference between saving and investing

By Jaco Prinsloo, Financial Planner at Alexander Forbes. As the year unwinds and we head into the holiday season, I…

The difference between saving and investing

By Jaco Prinsloo, Financial Planner at Alexander Forbes. As the year unwinds and we head into the holiday season, I know what you are thinking. Now is the time to spend and spoil yourself for a year of hard work – however this time of the year gives you a…

21 Nov 2019
Self-employed? Here’s how you can save for your retirement

“The most common mistake entrepreneurs make is confusing revenue with income,” says Ray Mhere, Johannesburg regional manager of Allan Gray.…

Self-employed? Here’s how you can save for your retirement

“The most common mistake entrepreneurs make is confusing revenue with income,” says Ray Mhere, Johannesburg regional manager of Allan Gray. “Another mistake they make is not paying themselves a regular salary, which can negatively impact their long-term ability to invest.”

12 Nov 2019
Applying big data in retirement funding

What if someone told you that compared to ‘the Joneses’, you’re saving about 20% less for retirement each month. Chances…

Applying big data in retirement funding

What if someone told you that compared to ‘the Joneses’, you’re saving about 20% less for retirement each month. Chances are, that information would be impactful. You’d probably feel the necessity to relook your money management to try and put in a little bit more each month. That’s the potential…

07 Nov 2019
SA retirees prefer secure monthly income: Survey

Retirement income specialist Just, this week launched the 2019 findings from ‘Just Retirement Insights’ – a comprehensive review and commentary…

SA retirees prefer secure monthly income: Survey

Retirement income specialist Just, this week launched the 2019 findings from ‘Just Retirement Insights’ – a comprehensive review and commentary based on face-to-face interviews with over 520 pre-retirees and retirees.

31 Oct 2019
Women should take back their power through financial independence

Financial independence means avoiding a situation where you can’t leave an abusive relationship, a high-risk situation or simply an unhappy…

Women should take back their power through financial independence

Financial independence means avoiding a situation where you can’t leave an abusive relationship, a high-risk situation or simply an unhappy partnership because you don’t have the financial means to support yourself outside of your current situation. That’s the word from Elize Botha, Managing Director of Old Mutual Unit Trusts.