B2B Central

Financial Planning

04 Jul 2019

Investing globally with Nedgroup Investments' Global Diversified Equity Fund

By Janice Roberts

Nedgroup Investments has announced the launch of the Global Diversified Equity Fund (GDE). Rob Johnson, Head of Investments at Nedgroup Investments says the new fund is ideal for investors looking for long-term capital growth through investment in a global equity portfolio that is broadly diversified across investment style, region, country, sector and individual securities. The...
02 Jul 2019

Do accountants need help with their own financial planning?

By Janice Roberts

The demanding nature of the CA profession means that time is often a commodity. While the pressurised environment can start from as early as undergraduate level, this does pay off, with CAs earning an average salary of close to R500 000 pa once fully qualified. However, full-earning potential is only realised later in life, which can...
02 Jul 2019

The FPI announces the shortlist for the Financial Planner of the Year award

By Janice Roberts

Hardi Swart, Craig Turton and Johan Swart would all be worthy recipients of the accolade – but only one can prevail when the winner is announced on 17 July.  The Financial Planner of the Year award is the highest accolade bestowed on financial planners in South Africa, and it represents the very pinnacle of the...
01 Jul 2019

How to be prepared for financial surprises

By Janice Roberts

By Lethabo Ngale, Alexander Forbes Operations Manager for Financial Well-being. Financial surprises can affect you and your family, potentially causing emotional distress. If you have not planned properly by putting emergency funding in place, you run the risk of getting into debt, which will slow down your financial progress and set you back from achieving...
25 Jun 2019

SA tax implications of emigration

By Janice Roberts

South Africa has recently gone through the perfect storm of political uncertainty.                                                            
24 Jun 2019

56% of home buyers are single, says FNB

By Janice Roberts

FNB Home Finance has revealed that the number of single applicants who bought residential property through the Bank increased from 48% to 56% between 2016 and 2018.
19 Jun 2019

Three reasons why YOU must attend the FPI Convention

By Janice Roberts

With less than two months to go until the 30th FPI Convention on 17 & 18 July, here are three GREAT reasons for YOU to book your spot.
12 Jun 2019

Taxpayers urged to know their tax obligations

By Janice Roberts

In light of the recent announcement that the tax return threshold will be lifted from R350,000 to R500,000, it is crucial for South Africans to fully educate themselves on their filing obligations, or risk incurring possible fines by the South African Revenue service (SARS).
11 Jun 2019

Black Tax: What to look out for

By Janice Roberts

Wealth creation is elusive when one earner supports many – this is the current dilemma faced by many young black South Africans when it comes to Black Tax, a term coined by many to define financial support to extended family within black communities.
05 Jun 2019

Umbrella funds to disclose costs at individual member level from next year

By Janice Roberts

Members of umbrella retirement fund solutions will be able to assess the total impact of charges on their individual retirement benefits from next year October, when members of the Association for Savings and Investments South Africa (ASISA) implement the new Retirement Fund Standard: Effective Annual Cost (EAC) for Individual Fund Members.
05 Jun 2019

Raising financially empowered children

By Janice Roberts

Educating children on the value and consequences of money as early as possible can go a long way to preparing them for the real world. In a country with a poor savings record like South Africa, instilling early lessons about how to handle money and investing can make all the difference to the financial outcomes...
04 Jun 2019

Young professionals prefer face-to-face when buying financial products

By Janice Roberts

By: Pierre Coetzee, Graduate Marketing Specialist at PPS. PPS has recently completed a study which substantiates that the process and finesse of building a personal or physical face-to-face relationship with clients is important to ensure that clients fully understand the products and services offered to them. This kind of interaction builds considerable and meaningful trust...