B2B Central

financial planning

03 Mar 2021

Are warning lights flickering for SA’s wealthy taxpayers?

By Staff Writer

A key takeaway from the Budget was the staggering R213 billion under-collection of tax in 2021 compared to 2020, says Tim Mertens, chairman of Sovereign Trust SA. “This is the largest collection shortfall on record, and comes against a backdrop of a debt burden of R5.2 trillion by 2023/2024.”
26 Feb 2021

Centric Wealth now an FPI Approved Practice

By Staff Writer

The Cape Town-based wealth management specialists are honoured to be one of 15 practices nationwide to have achieved this prestigious accolade and the Financial Planning Institute of Southern Africa (FPI) is thrilled at the prospect of advancing the cause of the Financial Planning profession together with them.
21 Feb 2021

Getting serious about savings in your 30s

By Staff Writer

By age 35, you have probably settled into your career, with 10 or more years’ experience, and if you’re doing well career wise, you are probably earning a reasonable income. In terms of life stages, you may be settling down with a partner, possibly having children, and you may even be financially assisting your parents or other relatives.

02 Feb 2021

Updated financial planning handbooks released

By Staff Writer

Keeping up to date with legislative and policy changes in the highly regulated financial services industry can be challenging.Professionals need to make effective financial decisions for their clients and organisations while ensuring regulatory compliance. The best-selling South African Financial Planning Handbook 2021, published by LexisNexis, is the latest update to the most comprehensive reference work in...
03 Sep 2020

Real-time planning tool gives meaning to integrated wealth planning

By Staff Writer

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% for ethical products. Old Mutual,...
25 Aug 2020

The long and short of longevity: a woman’s perspective

By Staff Writer

Longevity is an accelerating macro trend. World Economic Forum (WEF) research shows that we now live a decade longer than our parents’ generation and two decades longer than our grandparents. Internal statistics from retirement income specialist Just indicates a total life expectancy for a 65-year old to be 87 years for women as opposed to...
19 Aug 2020

Living by design: How to give purpose to your money

By Staff Writer

By: John Kennedy, Director and Regional Head: Claremont, Citadel At its essence, a financial plan is about giving purpose to your money: it works as a personalised roadmap to ensure that you target and reach your financial goals along your journey. Crucially, living without a financial plan risks failing to “set sail” in building your...
06 Aug 2020

Old Mutual Wealth expands tax-free options with tailored fund portfolios

By Staff Writer

Investors targeting a specific investment goal or wanting to diversify their investments offshore will be pleased to know that Old Mutual Wealth Tailored Fund Portfolios (TFPs) can now be used for tax-free savings. TFPs are the Discretionary Fund Management offering by Old Mutual Wealth that creates and manages a range of solutions in order to...
29 Jul 2020

Building a business legacy takes planning

By Staff Writer

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 business owner, estate planning becomes...
24 Jun 2020

Managing a retrenchment package

By Lerato Mareletse

Those who have been retrenched following Covid-19 will likely have received a retirement package

09 Apr 2020

10 tips to (financially) survive retrenchment

By Janice Roberts

It’s arguably one of the worst moments in anybody’s life. Retrenchment is just plain unpleasant, regardless of how much your company or organisation has tried to support you or minimise the emotional blow.

03 Apr 2020

It's time for everybody to review their financial planning

By Janice Roberts

An alarming number of people have still not coronavirus-proofed their financial planning strategies, warns the CEO and founder of one of the world’s largest independent financial advisory organisations.