B2B Central

Saving

18 Jul 2024

Old-school stokvel traditions meet new-school thinking

By Staff Writer

By: Rapule Mahlangu, Head of Associations & Affinity Groups at Metropolitan South Africans seem to have a unique way of doing just about anything. From the way we associate sports with national identity, to our proudly South African sense of humour that allows us to laugh off woes like loadshedding, ours is a country of...
30 Aug 2023

An alternative view on saving

By Staff Writer

The most basic definition of saving is the delayed consumption of financial means to meet some future financial obligation, says Bennie Crous, Senior Portfolio Manager at Equilibrium. However, what does that mean? And what if I have no future financial obligations? Or if I’m planning to meet financial needs as they arise using credit? Firstly,...
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.
29 Apr 2022

Work is more than just making ends meet – it is about building a legacy

By Staff Writer

Work can and should be more. With the proper focus and financial education, work can be the tool that leads you to make good financial decisions about money and the road to building positive futures.
14 Apr 2022

Early access to retirement savings provides a dual challenge for the retirement fund industry

By Staff Writer

CEO at Momentum Corporate Dumo Mbethe posits the pros and cons of early access to retirement, emphasising that retirement funds will play a critical role in facilitating its success.
01 Apr 2022

Choosing an annuity for retirement – which one is ‘just right’?

By Staff Writer

Ryan Hultzer, Actuary at Just SA, discusses various options for retirement annuities on the market.
22 Mar 2022

You can’t avoid tax, but you can make it work to your advantage

By Staff Writer

There are ways to be tax-smart in an ailing economic landscape. Leonie O' Connell, Financial Adviser at Momentum, shares numerous avenues a taxpayer can pursue
11 Mar 2022

Why tying up your capital isn't always the best idea

By Staff Writer

When asked about investing in a 60-month (or five-year) fixed deposit account, Portfolio Manager and Strategist at PSG Wealth, Schalk Louw advises that you need to look at where you are with the interest rate.
08 Mar 2022

Decades of saving: Women should prioritise themselves

By Staff Writer

M&G Investments share helpful financial tips for women, for every decade.
28 Feb 2022

How to make the 2022 budget work for you?

By Staff Writer

With the economy improving, many people now need to start looking at how they will recover financially and get their savings back on track.
25 Feb 2022

Budget 2022: What it means for your financial planning

By Staff Writer

South Africans will have more money in their pockets not only through an adjustment of the personal tax brackets in line with inflation, but also, as a result of no increases in the fuel levy.
25 Feb 2022

Budget 2022: SA takes a step back from the fiscal cliff but risks remain

By Staff Writer

There is cautious optimism that South Africa’s fiscal picture is improving after Finance Minister Enoch Godongwana delivered his maiden Budget Speech.