Financial Planning

  • 20 questions every financial adviser should answer
  • 20 questions every financial adviser should answer
    Financial advisers are a dime a dozen in South Africa. Walk into any investment firm and you'll find them, sitting behind their fancy desks in their tailor-made suites and large offices crunching numbers. They come across as bold and confident and in some cases; their knowledge of the investment environment can be intimidating. But just because a financial adviser looks like he knows what he's... ››› more
  • [13 June 2016]
  • Everything you MUST know about tax and your investments
  • Everything you MUST know about tax and your investments
    If you've been acting on the share recommendations the FSPInvest team delivers every month in publications like The South African Investor, Real Wealth and Red Hot Penny Shares, then you're probably making handsome investment returns right now. Soon, these investment returns will spark interest from SARS, and soon they'll come knocking asking for their share of your profits. Your broker is... ››› more
  • [09 June 2016]
  • Could a “ban of cash” by Government and Central Banks ever hit South Africa?
  • Could a “ban of cash” by Government and Central Banks ever hit South Africa?
    On my trip to London last year, my international colleagues from the MoneyWeek offices discussed an interesting concept that was secretly emerging throughout the world. They called it “The War on Cash”. Simply, it's a sinister scheme already being actioned throughout the global financial system, which allows governments and Central Banks to keep borrowing, and transfer your wealth into the... ››› more
  • [02 June 2016]
  • Five ways to get started saving up to invest your money today
  • Five ways to get started saving up to invest your money today
    If you want to start investing but you don't know where to start. I want to show you five ways to save enough money so that you can start investing your money as soon as possible. Most people believe that it's difficult to save your money but this isn't true. You just need to take a good look at your financial situation and the services at your disposal to find the money you need. Sometim... ››› more
  • [02 June 2016]
  • How to avoid the 20 most common retirement planning mistakes
  • How to avoid the 20 most common retirement planning mistakes
    There are so many things you need to consider when planning for your retirement. Of course, there's the obvious retirement planning concerns, like how much you earn and how much debt you have but there are other factors that could leave you scrambling around trying desperately to build up your retirement savings. To help you prepare for your retirement, I've found 20 of the most common ret... ››› more
  • [02 June 2016]
  • Revealed: FSPInvest's five golden rules of investing
  • Revealed: FSPInvest's five golden rules of investing
    The investment environment in South Africa is leaving many investors confused. Nobody seems to know what to do anymore. It's not always easy to figure out what to invest in when rumours of a looming recession and a falling rand are circulating the markets. That's why the FSPInvest team of investment experts spend hundreds of hours a month researching the best opportunities and shares to add to... ››› more
  • [27 May 2016]
  • This one simple change can knock six years off your bond and save you R302,084.63
  • This one simple change can knock six years off your bond and save you R302,084.63
    What if I told you there's a simple way to knock six years off your bond repayments and save R302,084.63. in the process? Would you believe me if I told you that you can pay your bond off faster, without increasing the amount you pay each month? In fact, you won't have to make any drastic changes to your lifestyle at all. I've found a special solution to help you do just that. Just wait un... ››› more
  • [26 May 2016]
  • The “do it yourself” retirement plan - Beat the market and save R1,198,087 in fees
  • The “do it yourself” retirement plan - Beat the market and save R1,198,087 in fees
    For decades, retirement investors handed over control of their finances to someone else to squeeze as much as they can out of their retirement annuities (RA). If you're doing that, then you know it means accepting mediocre returns and paying high management fees. But there's a little-known ‘new generation' RA that lets you customise your investments. In fact, you now have full control over ... ››› more
  • [24 May 2016]
  • Take care of your health today to reduce long-term financial difficulties
  • Take care of your health today to reduce long-term financial difficulties
    Are you so focused on our day-to-day life that you totally forget to look after your health? If this sounds like you, you're at constant risk of contracting a serious lifestyle illness. Statistics from the heart and Stroke Foundation of South Africa show: • 130 heart attacks and 240 strokes occur daily in South Africa • 10 people suffer a stroke and five people will have a heart attac... ››› more
  • [23 May 2016]
  • Two pitfalls that most retirees never see coming
  • Two pitfalls that most retirees never see coming
    Have you ever asked yourself, “Will you live as well as your parents did when you retire?” That's a question thousands of South Africans ask themselves everyday when they reach retirement. The sad truth is, the answer is probably always, “No, I won't” And, it's no surprise... You know the statistics that say, only a quarter of South Africans will retire comfortably. The rest wi... ››› more
  • [23 May 2016]
  • Why you should use this interest rate pause to boost your financial situation
  • Why you should use this interest rate pause to boost your financial situation
    Since the South African reserve bank decided not to increase interest rates again, you have a brief moment of relief to make sure that you get your financial house in order before the next rate hike. Now is the time to be more frugal with your money. It's not the time to make more debt or increase your spending. The challenges for consumers in 2016 are far from over. No one know if the reserve... ››› more
  • [20 May 2016]
  • The underdog that could save you up to 30% in tax every year
  • The underdog that could save you up to 30% in tax every year
    Rich South Africans pay expensive lawyers, accounts, tax planners and investment managers to ensure they legally pay as little tax as possible. Now I know what you're thinking: “That's great, but not everyone can afford these expensive advisors.” Well I've got good news for you: You don't need the help of expensive accountants, tax advisors or investment managers. Because all the tax inc... ››› more
  • [19 May 2016]


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