B2B Central

financial advice

03 May 2019

Count your winters to, not during, retirement

By Janice Roberts

By Richus Nel, Financial Adviser, PSG Wealth Winter around the world marks different memories for different people. For us in South Africa, we are blessed with a relatively mild chilly season, but we still relish the opportunity to pull on our puffy jackets and sit by the fireside, perhaps sipping on a great glass of...
14 Mar 2019

A first for holistic financial planning

By Janice Roberts

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...
17 Oct 2018

The value of a financial adviser

By Janice Roberts

When people think about financial advisers they often think that only rich people have them. They think that they do not have enough money to invest and that a financial advisers only deals with stock market investments and choosing the best portfolio to invest in. In reality financial advisers add much value than that. Alexander...
28 May 2018

Building a resilient retirement portfolio

By Janice Roberts

By Shreekanth Sing, Technical Legal Adviser, PSG Wealth. Saving for retirement is probably the biggest, most challenging investment goal most people will face. Given that your retirement portfolio needs to sustain you in retirement for 30 years or more, the stakes are high. So, what should you bear in mind when building a robust retirement...
07 Aug 2017

The value of financial advice

By Janice Roberts

A new UK research report has found that those who received financial advice in the 2001-2007 period had accumulated significantly more liquid financial assets and pension wealth than their unadvised equivalent peers by 2012-14.
05 Jun 2017

Family-owned businesses can thrive with the correct guidance

By Janice Roberts

While South Africa is well known for its inherently entrepreneurial culture, too many promising family-owned businesses do not reach their potential due to a lack of objective external input and independent advice.
  • 1
  • 2