B2B Central

Financial Planning

13 Feb 2018

Essential financial planning for couples

By Janice Roberts

Moving in together is a big step, but it’s more involved than just picking up your partners clothes from where they left them on the floor.  Talking about how you’ll manage your finances as a couple is integral.
13 Feb 2018

Money, love and happiness: The best time to start the money conversation is right now

By Janice Roberts

By Thami Cele, Head of Savings and Investments at Absa Retail and Business Banking. When it comes to matters of the heart, people often say that “opposites attract.”  If this is indeed the case, it may also hold true that two individuals in a romantic relationship deal with money matters in very different ways. 
07 Feb 2018

How to plan effectively for your child’s education  

By Janice Roberts

Providing your children with the education they need to build a successful future is something most parents strive for. But with the cost of education increasing annually at a higher rate than inflation[1], and average salaries barely keeping pace, putting your kids through school needs to be part of a considered financial plan.
07 Feb 2018

Three ways holistic financial planning can enhance your share portfolio

By Janice Roberts

By Grant Meintjes, Head of Securities, PSG Wealth. You may have started out with a small amount of money which seems unimportant to include in your plan, or perhaps it is one area of your financial plan you want to retain control over. Perhaps you are motivated by those weekend conversations around the braai, and simply...
06 Feb 2018

The lowdown on getting great financial advice

By Janice Roberts

“Finding a financial adviser you can trust often feels like a daunting task, with many not even knowing where to begin,” says Lizl Budhram of Old Mutual Personal Finance.
05 Feb 2018

Unpacking financial emigration

By Janice Roberts

Financial emigration, also known as formal emigration, is the process whereby a South African resident changes their status with the Reserve bank to that of a non-resident. One of the most important benefits of this is that retirement savings and annuities can be withdrawn and transferred offshore, even if the person is still under the...
02 Feb 2018

Global Financial Planning Organisation Appoints Gerhardt Meyer as Chairperson-Elect

By Janice Roberts

Gerhardt Meyer, CFP®, Head of Governance for the Wealth Division of Old Mutual South Africa has been appointed chairperson-elect of Financial Planning Standards Board (FPSB) effective, April 2018. Meyer will then serve another year as Chairperson to FPSB’s Board of Directors in 2019.
03 Jan 2018

Education – Planning for the New Year

By Janice Roberts

Ensuring that you give your child a quality education costs money – and it is often the kind of money that most of us simply do not have.
04 Dec 2017

What taxes do I pay when I invest offshore?

By Janice Roberts

By Carla Rossouw, tax manager, Allan Gray. Investing offshore allows you to diversify and benefit from a broader universe of investment ideas, but what about the tax you may have to pay? As with any other investment, it is important to get the full picture before you make any decisions. When you invest offshore, the...
15 Nov 2017

How countries ensure the success of Citizenship by Investment programmes

By Janice Roberts

CEO of Monarch&Co, James Bowling says there are various measures that countries implement to ensure the future sustainability of their Citizenship by Investment (CBI) programmes.
15 Nov 2017

Key considerations when investing offshore

By Janice Roberts

By Grant Meintjes, Head of Securities, PSG Wealth. It’s 10 years since the beginning of the global financial crisis, and investors are more aware than ever of how portfolio diversification can help protect their investments. These days, a diversified investment portfolio should include both local and international shares.
14 Nov 2017

Local investors not deterred by turbulent investment climate

By Janice Roberts

The local Collective Investment Schemes (CIS) industry continues to attract steady net quarterly inflows as local investors seem undeterred by the current turbulent political and economic environment.