Financial Planning

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28 Sep 2020
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…

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…

03 Sep 2020
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%…

26 Aug 2020
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…

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…

29 Jul 2020
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,…

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…

22 Jul 2020
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…

22 Jul 2020
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…

22 Jul 2020
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…

09 Jul 2020
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…

01 Jul 2020
Fiduciary update with Louis van Vuren, CEO of FISA

Q:        The Fiduciary Institute of Southern Africa (FISA) is well known by now to professionals in various fields, including…

Fiduciary update with Louis van Vuren, CEO of FISA

Q:        The Fiduciary Institute of Southern Africa (FISA) is well known by now to professionals in various fields, including fiduciary practitioners, financial planners, accountants and lawyers., Are there any ‘new stand-out’ benefits of FISA membership? A:        At FISA we believe that one of our best kept secrets is…

24 Jun 2020
Ruling from the grave a bad idea

Most of us want our possessions to be distributed very specifically when we die – the family home to one…

Ruling from the grave a bad idea

Most of us want our possessions to be distributed very specifically when we die – the family home to one child, the holiday home to the other, a share portfolio to the surviving spouse, cash to a favoured charity – and on it goes.  Having our wishes carried out after…


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