B2B Central

Financial Planning

15 Mar 2018

From the outside, looking in: A global investment perspective on SA investors’ state of affairs

By Janice Roberts

South Africa has seen a flurry of political change in recent weeks, resulting in an air of investor optimism and strengthening of the rand, proving that markets don’t wait for change to happen on the ground; they react to changes in direction and outlook. Given this “new dawn”, how should local investors be shifting their...
15 Mar 2018

How to deal with an overspending spouse

By Janice Roberts

How to deal with an overspending spouse Most married couples take a “divide and conquer” approach to household tasks and chores. One spouse might handle weekly shopping, the other the garbage and recycling, one might drive the kids to school while the other handles pickup and extracurricular activities.
13 Mar 2018

Investing is the new fountain of youth

By Janice Roberts

Investing when you’re young sounds like an expensive and daunting task, especially when you have just started your first job but the best time to start is with your first pay cheque.
13 Mar 2018

Raising Money-Smart Children is Every Parent’s Responsibility

By Janice Roberts

Global Money Week takes place from 12 – 18 March 2018 #MoneyMattersMatter to drive conversations about financial literacy for young people South African parents encouraged to take action to raise money-smart children
08 Mar 2018

Make sure that you and your financial planner are executing the same financial game plan

By Janice Roberts

The relationship that you have with your financial planner is comparable to the one that exists between a professional sportsperson and his or her coach. It takes the form of an unbiased and objective collaboration through which you and your financial planner continuously evaluate and implement the strategies that will deliver your desired long term...
08 Mar 2018

How women can keep their financial goals on track

By Janice Roberts

Numerous demands on your time and pockets mean that as a woman it’s easy to stray from the path to achieving your financial goals. Christelle Louw, an Advisory Partner at Citadel, offers some practical tips for avoiding common slip-ups and getting your own finances back on track.
07 Mar 2018

Fit and proper requirements aim to professionalise financial services

By Janice Roberts

By Barbara Mundell, CFP® Technical Specialist at the Financial Planning Institute of Southern Africa. With effect from 1 January the new fit and proper requirements, as set out in board notice 194 of 2017, for Financial Service Provider’s (FSP), key Individuals and representatives became effective. The key areas of the requirements focus on the individual,...
07 Mar 2018

International Women’s Day: Old Mutual urges women to secure their future 

By Janice Roberts

International Women’s Day on 8 March a reminder to #PressForProgress Only 35% of metropolitan working women hold life or disability insurance With only 5.9 out of 10 women satisfied with their current financial situation, women are challenged to take charge and press for financial progress Equal pay for equal work: South African women paid 15%...
07 Mar 2018

Understanding your credit for major life events

By Janice Roberts

The first months of the year bring both the promise of new beginnings and the potential for self-improvement. This time of the year is also the perfect time to take control of your finances by setting tangible and realistic financial goals.
27 Feb 2018

Should Treasury have implemented more provisions to boost SA’s economic growth?

By Janice Roberts

South Africans are the worst savers globally, an enduring fact that has just been confirmed by the latest figures from the Investec GIBS Savings Index, which measures the country’s savings rate and savings behaviour. Clocking in at a 27-year low, the lack of household savings has a direct impact on small and medium-sized businesses (SMMEs)...
15 Feb 2018

Investors take 'wait and see approach' in interest bearing portfolios while equities reward resilience

By Janice Roberts

The local Collective Investment Schemes (CIS) industry attracted healthy net inflows of R134.5 billion in 2017, ending the year with assets under management of R2.25 trillion.
14 Feb 2018

Sophisticated tax app launches in SA

By Janice Roberts

An advanced tax app named hApp-e-tax has launched, offering everything accountants, auditors, tax practitioners, lawyers, those in business and students need to know about South African income tax legislation. It offers the core information related to the legislation and makes tax information easily accessible.