Looming US elections has SA investors looking for guarantees in their investments
By: Fareeya Adam, Head of Retail Product Solutions at Momentum Investments Achieving high-risk returns and retaining the certainty of guarantees…
Looming US elections has SA investors looking for guarantees in their investments
By: Fareeya Adam, Head of Retail Product Solutions at Momentum Investments Achieving high-risk returns and retaining the certainty of guarantees is possible Will Trump serve a second term or is this Biden’s race to win? Predicting election results and the market’s reaction to it is a futile exercise, but our…
With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with…
Dealing with offshore estates can be complicated
With more South Africans moving assets offshore, many investors are unaware of the unforeseen tax and fiduciary hurdles associated with ownership of foreign assets, according to Mandy Dix-Peek, Head of Old Mutual Wealth Fiduciary Services. She says that the global COVID-19 pandemic has highlighted this potential hurdle for families at…
By: Chris Potgieter, Managing Director of Old Mutual Wealth Private Client Securities Discounting for a moment the state of the…
The real reason you should be investing offshore
By: Chris Potgieter, Managing Director of Old Mutual Wealth Private Client Securities Discounting for a moment the state of the local economy and one’s particular socio-political view, the key motivation for any investor to invest offshore should be to have appropriately diversified wealth in pursuit of real capital growth at…
Real-time planning tool gives meaning to integrated wealth planning
According to the EY Future Consumer Index, 42% of respondents believe that the way they purchase goods and services will fundamentally change…
Real-time planning tool gives meaning to integrated wealth planning
According to the EY Future Consumer Index, 42% of respondents believe that the way they purchase goods and services will fundamentally change as a result of the COVID-19 pandemic. The report revealed that 34% of consumers would be prepared to pay more for local products, 25% more for trusted brands and 23%…
By: Justin Floor, fund manager at PSG Asset Management Over the past few months, the epicentre of the COVID-19 outbreak…
Looking beyond the COVID-19 crisis
By: Justin Floor, fund manager at PSG Asset Management Over the past few months, the epicentre of the COVID-19 outbreak has shifted. In the early days, governments around the world hoped that by acting decisively, the outbreak could be put behind us swiftly. This has not proven to be the…
By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Running a successful business takes a sizeable financial investment. However,…
Building a business legacy takes planning
By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Running a successful business takes a sizeable financial investment. However, many business owners fail to plan for what happens should they die, become disabled or lose one of their key employees because of these very reasons. If you are a…
Why you should avoid raiding your retirement fund in a crisis
By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Most of us will experience some unforeseeable crisis during our…
Why you should avoid raiding your retirement fund in a crisis
By: Gerhardt Meyer CFP®, Head of Technical Support, PSG Wealth Most of us will experience some unforeseeable crisis during our lifetimes. Life is, after all, riddled with uncertainties, as is evident from the current pandemic. If you should lose your job or have your income reduced considerably, how do you…
Cardiovascular disease, cancer and accidents remain the leading causes of claims
In 2019, Sanlam paid out over 99% of death claims. The insurer predicts a rise in claims for death, funeral,…
Cardiovascular disease, cancer and accidents remain the leading causes of claims
In 2019, Sanlam paid out over 99% of death claims. The insurer predicts a rise in claims for death, funeral, sickness and income protection in 2020, due to the coronavirus pandemic. Petrie Marx, Product Actuary at Sanlam Individual Life, says that this year is a testament to how easily one’s…
SA businesses look offshore to ease COVID-19 pain, open new markets
The COVID-19 lockdown left a trail of devastation across entire industries – but it has also forced many South African…
SA businesses look offshore to ease COVID-19 pain, open new markets
The COVID-19 lockdown left a trail of devastation across entire industries – but it has also forced many South African businesses to look for new approaches and markets, with a growing number looking to establish offshore operations to create a greater range of options and opportunities. While numerous South Africans…
Updating your beneficiaries is ever-more important in uncertain times
Independent financial services provider, Fedgroup, has seen an increase in the number of people taking the time to understand and…
Updating your beneficiaries is ever-more important in uncertain times
Independent financial services provider, Fedgroup, has seen an increase in the number of people taking the time to understand and update their policies and beneficiaries since the start of lockdown. But for those who haven’t done so yet, keeping your beneficiaries updated is one of the most important things you…
