B2B Central

Financial Planning

15 Mar 2023

This health business not only survived Covid19 - it came out stronger

By Staff Writer

Read about how Nuhuman health and fitness gyms pivoted to online classes during Covid-19, expanded with health supplements, and plans to grow with 50 franchises with the help of Business Partners.
17 Feb 2023

Why optimising tax incentives is a great way to create wealth

By Staff Writer

Every tax year a person can claim a tax deduction for the money invested in a retirement fund. Pierre Jean Marais, Retail Marketing at Momentum Investments, discusses some of the tax incentives available to investors.
10 Feb 2023

How to tackle tax season like a pro

By Staff Writer

This is the perfect time to get financial affairs in order and review tax filing checklists, says Phillip Joubert, Manager at SAIPA Centre of Tax Excellence.
30 Jan 2023

Living annuitants don’t need to become a burden on their children

By Staff Writer

Just SA CEO, Deane Moore, illustrates how living annuitants should not need to take risks that could lead them to becoming a burden on their children later on in life.
20 Jan 2023

How to do tax-free saving right in 2023

By Staff Writer

The first thing every financial adviser should do is to make sure clients are taking advantage of tax-free saving investment portfolios.
28 Nov 2022

How to protect clients’ annuities during market downturns

By Staff Writer

Old Mutual Wealth has dedicated significant resources to crafting winning investment strategies for the living annuity product segment, with a particular focus on protecting clients’ assets during market downturns.

25 Nov 2022

Offshore investments: Is there a magic number?

By Staff Writer

Offshore investing has become a key financial planning requirement for all investors seeking to protect and grow their wealth.

10 Nov 2022

Brokers shed light on common questions about gap cover

By Staff Writer

For many South Africans, gap cover remains somewhat a mystery. Three brokers with experience in dealing with many clients reveal what common concerns are – and what consumers should understand about the role that they play.   One of the biggest issues is that people confuse gap cover with the self-payment gap. Gap cover is designed...
20 Oct 2022

Rethinking retirement for the new generation is a must

By Staff Writer

The traditional concept of retirement planning is no longer relevant to young people, and needs a complete re-think.
19 Aug 2022

Gender pay gap contributes to underinsurance in women

By Staff Writer

35% of women cite income as their greatest asset (versus 22% of men), yet only 16% have income protection compared to 20% of men.
18 Aug 2022

Why the relationship between women and money may not be what you think

By Staff Writer

Understanding the fundamental differences between women and men in terms of their relationship with money is key to building more inclusive economies and tailoring financial services to women’s unique needs.
18 Aug 2022

Managing short-term insurance adverse trends

By Staff Writer

Wilma van der Walt from PPS outlines short-term insurance risks that will require careful consideration by insurers and policyholders.