Financial advisers can now combine the best attributes of both a living and life annuity.
The Credo Group recently announced that veteran analyst Douw Steenekamp joined the firm as part of its investment team.
The transaction sees Absa exchanging its investment management business, Absa Investments, for a stake in Sanlam Investment Holdings.
Entrepreneurs and small businesspeople were the top claiming occupations in 2021, according to Bidvest Life’s latest income protection report.
Given the uncertainty in financial markets, investors should consider defensive funds that provide returns above cash but with an emphasis on low risk.
Old Mutual Wealth has dedicated significant resources to crafting winning investment strategies for the living annuity product segment, with a particular focus on protecting clients’ assets during market downturns.
Gap cover from Netcare acts as a shock absorber for costs not covered by medical aid and unexpected co-payments and softens the blow of an already trying event in someone’s life.
M&G Investments currently view SA equities and bonds as significantly cheaper than their foreign counterparts, and are tactically overweight these local assets versus offshore equity and bonds.
Offshore investing has become a key financial planning requirement for all investors seeking to protect and grow their wealth.
‘This time is different’ has been labelled the most dangerous statement in finance, cautions Albert Botha, Head of Fixed Income at Ashburton Investments.
Visit the official COVID-19 government website to stay informed: sacoronavirus.co.za
