B2B Central

financial planning

26 Apr 2016

One-in-five Brits expect to retire after their 70th birthday

By Janice Roberts

Most South Africans haven’t saved enough for their retirement years – but neither have many in other countries.  A new study by Willis Towers Watson in the UK highlights how worried British workers are about financial security in old age.
26 Apr 2016

Why taking a long-term view is key to successful investing

By Janice Roberts

Investors may have had sleepless nights over the past year about the ability of so-called growth investments to ever show positive returns again, says Anet Ahern, CEO, PSG Asset Management.
30 Mar 2016

What good multi-managers and good football managers have in common

By Janice Roberts

I’ve never compared multi-managers to football managers – but PPS Investment’s David Crosoer has.  His findings make for an interesting read.
17 Feb 2016

Retirement reforms: How do they affect you?

By Janice Roberts

The new retirement reforms should be viewed positively rather than with suspicion. This is according to David Crossley, BDO Wealth Advisers Practice Manager.
28 Jan 2016

Why it’s a good idea to insure your spouse

By Janice Roberts

“It’s easier to give garlic to a vampire, than to get a husband to apply for life insurance” is, understandably, a well-known adage. After all, no one wants to face their own mortality. And, as Lee Bromfield, CEO of FNB Life says: “Taking life or funeral insurance on your spouse is often seen as a...
22 Jan 2016

Stick to your investment plan despite market noise

By Janice Roberts

In times of market distress such as we are seeing at present, the disconnect between financial planning and asset management industries becomes even more pronounced than usual, says Paul Stewart, Head of Fund Management at Grindrod Asset Management (GrAM).
20 Jan 2016

Get time on your side – start saving today for your child’s future

By Janice Roberts

At the start of every new year, we feel the impact of the rising cost of our children’s education on our household budgets. And with education inflation surpassing general inflation of 4.7% at 9% this year, the future is unlikely to get easier.
13 Jan 2016

Citadel acquires Consolidated Financial Planning

By Janice Roberts

Citadel Investment Services Proprietary Limited, a private client wealth management company with assets under management in excess of R38 billion, is delighted to announce that its holding company, Citadel Holdings Proprietary Limited, has acquired 100% of Consolidated Financial Planning Proprietary Limited, a financial planning and advisory business.
11 Dec 2015

Three companies accredited as FPI Approved Professional Practice™ firms

By Janice Roberts

In a recent announcement by the Financial Planning Institute of Southern Africa (FPI), Independent Wealth Managers, BDO Wealth Advisers and Private Client Holdings have been accredited as the FPI Approved Professional Practice™ firms, for meeting the high professional financial standards set by FPI.
19 Oct 2015

Curating you and your partner’s financial future

By Janice Roberts

Building a life with a partner means bringing to reality the future you imagined for yourselves. But this cannot happen automatically, it takes dedication and planning. Part of this vision is the financial future you want for your family. “Planning your finances together creates areas of opportunity, joint focus and responsibility for your family’s future...
08 Sep 2015

Watch your investment fees

By Janice Roberts

This week marks National Financial Planning Week and offers us all the perfect opportunity to take a look at our financial planning, which includes investing. Like when using any professional service, there is a cost involved when investing your money. By investing and/or using an adviser, you pay for the knowledge and guidance you’ll receive,...
13 Jul 2015

Watch out for lock-ins when rate rises loom

By Janice Roberts

Investors can’t time the market, but some issues in the financial service sector are predictable and one of those issues concerns the marketing of fixed-interest securities.