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Industry News

15 Mar 2019

How to cope financially if you’re facing retrenchment

By Rita Cool, Alexander Forbes Certified Financial Planner at Alexander Forbes Financial Planning Consultants. Faced with the possibility of losing your job, it is easy for panic to set in as you consider your mounting monthly expenses and dwindling bank balance.
15 Mar 2019

Planning for power outages and load shedding these Easter Holidays?

Load shedding is once again an inconvenient reality across South Africa, and unreliable power supply looks set to be part of our home and work lives at least for the short to medium term.
14 Mar 2019

Here’s how to ensure your staff know and use their benefits

By Sylvia Schutte, Managing Director, Stratitude Companies offer amazing benefits. We know this because we help several blue chip clients market these benefits to their employees. Discounted entertainment, concierge services, legal and medical advice, tutor services for their kids, delivery services… the list is endless. And with the current state of the job market and the...
14 Mar 2019

A first for holistic financial planning

Many South African consumers have not yet embraced the idea of holistic financial planning. They tend to avoid paying for financial advice and end up with a suite of financial products that do not match their long term needs and goals. Due to their lack of knowledge in financial planning they are not aware of...
14 Mar 2019

Rethinking retirement: A new approach for millennials

By Ronald King, Head of Public Policy and Regulatory Affairs, PSG Wealth. Our financial life develops in three stages. First is the ‘starting out phase’ where you start working, pay down student debt and consider big-ticket purchases like buying a home, or starting a family, a business or growing a career.
14 Mar 2019

Simplifying your wealth structure 

In a global regulatory environment that is increasing in intensity and demand, the days of overly complex wealth structures are numbered, according to Stonehage Fleming in South Africa. The international multi-family office urges wealthy South African residents faced with growing financial scrutiny to modernise their existing wealth structures to remove unnecessary complexity, while still meeting...
13 Mar 2019

Electing an investment strategy for the coming election

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist), Old Mutual Multi-Managers.  It is less than two months before the general election and temperatures are rising as campaigning goes into full swing. Many investors and business people have expressed apprehension about the election and its possible outcome. This seems unnecessary for a number...
13 Mar 2019

How to manage your debt effectively

By Tango Gatya, Head of Finance and People at PPS Financial Advisory.
13 Mar 2019

Nuggets of investing wisdom: Sanlam Private Wealth

Most investors have a preferred quote or two from an investment great they admire. Who doesn’t draw inspiration from the gems contained in Warren Buffett’s annual letters to shareholders, for example? Or the words of wisdom of Buffett’s own mentor, the legendary Benjamin Graham?
12 Mar 2019

Is your financial advisor compliant? Questions to ask

An avalanche of regulations governing the wealth management arena in South Africa means that wealth managers have had to adapt their business models to remain compliant.

Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za