B2B Central

Financial Planning

18 Oct 2016

No more business as usual for SA employee-benefits

By Janice Roberts

South Africa’s employers and pension funds need to change their employee-benefits engagement models to align and recognize them as a critical ingredient to employee and member value propositions that guide financial planning to create financial freedom.
12 Oct 2016

How auto-enrolment and behavioural finance work together

By Janice Roberts

It is well established that most human beings are not rational in their thinking, which is why behavioural finance experts have had to think of fresh ways to incentivise people whose attitudes towards money and savings work against their best interests.
10 Oct 2016

Pound falls hard as Brexit looms

By Janice Roberts

Dave Mohr & Izak Odendaal, Old Mutual Multi-Managers, give us their opinion on the British pound as well as on US non-farm payrolls.
07 Oct 2016

Window for special voluntary disclosure of offshore assets has opened

By Janice Roberts

The window period for the Special Voluntary Disclosure Programme (SVDP) offered by SARS to South African taxpayers for the disclosure of offshore assets has started and the clock is ticking.
05 Oct 2016

A tax free investment account for your child

By Janice Roberts

Since tax free investments accounts (TFIAs) were introduced in South Africa there has been huge interest in the offering because of the significant tax benefits offered to investors. According to Tandisizwe Mahlutshana, Executive of Marketing at PPS Investments, some parents or legal guardians are also opting to invest in a TFIA on behalf of a...
28 Sep 2016

Insurance implications for divorced couples

By Janice Roberts

It is important that those who are filing for divorce know what the insurance implications will be. (The latest statistics from StatsSA show that the divorce rate in South Africa is up by almost 5% since 2012).
28 Sep 2016

Financial planning for new parents

By Janice Roberts

A new baby is a blessing but the financial responsibilities of raising a baby can be overwhelming for many parents. Medical costs, clothes, toys, nappies and bottles – the list of new born baby supplies is endless!
23 Sep 2016

PSG Wealth appoints new adviser in Sandton

By Janice Roberts

PSG Wealth is pleased to announce the appointment of Colin Morris as a financial adviser in its Hurlingham office in Johannesburg. Colin has a Certificate in Financial Planning from the Millpark Business School and, after 23 years in the industry, he has built up an impressive resume.
23 Sep 2016

New appointment at Cushman & Wakefield

By Janice Roberts

Cushman & Wakefield Excellerate Advisory has received a considerable boost with the appointment of real estate industry veteran Gavin Klarmann, who is committed to continue driving property advisory disciplines forward in South Africa, and delivering the best international standards in the local market.
21 Sep 2016

Are you informed enough to navigate the SA market?

By Janice Roberts

The South African market has been on somewhat of an interesting ride over the past few months. Initially markets continued their July buoyancy on the feel good factor of the election results. However, Standard & Poor’s post-election statement that political contests within the ANC and between it and opposition parties will now distract it from...
21 Sep 2016

How will a ratings downgrade impact your financial legacy?

By Janice Roberts

South Africans have been arguably living with a sword over their heads since the beginning of 2016: the imminent downgrade of the country’s sovereign credit rating to non-investment grade levels by global ratings agencies.
20 Sep 2016

When would taking up a 30 year home loan be in your best interest?

By Janice Roberts

Taking out a 30 year home loan needs to be thought through very carefully. However, there are some instances where it can work for a property owner.