Financial Planning

  • How to achieve your financial goals investing on the stock market
  • Whilst you may dream of investing in a share on the stock market that goes on to hit make you a 1,000% gain in a matter of months, chances are it's not going to happen. Instead you should plan achievable financial goals and map out how you're going to get there. This is key to careful financial planning. Let's take a closer look at how you can do this… Draw up your financial goals ... ››› more
  • [08 October 2015]
  • Retirement planning: Dealing with annuities once you retire
  • When you decide to retire, you need to sort out what you're going to do with your pension. You can take a third of your retirement savings in a lump sum, the remainder must go towards an annuity. So what is an annuity? And what are your options picking one? Read on to find out… What is an annuity? An annuity refers to a payment you receive on an annual basis. When it comes t... ››› more
  • [07 October 2015]
  • Preparing for retirement: Is a retirement annuity for you?
  • A retirement annuity is a popular way to save for your retirement. Since their launch in 1960, many people use them as a way to save for their later years as retirement annuities come with tax benefits. So how does a retirement annuity work? Who are retirement annuities for? And what are the benefits of using a retirement annuity for saving for retirement? Read on to find out... How... ››› more
  • [06 October 2015]
  • Secure your future by following these three top financial planning tips
  • It's never too early to look at financial planning. Whether you've just left school or already been slogging away for years, if you haven't taken the time to plan for the long-term, start today. So how can you build wealth for the long-term? You can achieve it by sticking to these three top financial planning tips… Make financial planning a priority It’s not just your retire... ››› more
  • [06 October 2015]
  • Delving into pensions: The pros and cons of a provident fund
  • Making decisions about your retirement and pension isn't easy. If you're young, it's hard to think about your needs when you reach retirement age. And as you get older, you'll start to worry you don't have enough money to last you through retirement. One option you have is to save for retirement through a provident fund. So what exactly is a provident fund? And what are the advantages an... ››› more
  • [05 October 2015]
  • How to begin planning your pension
  • It's never too early to start planning for retirement. And this means thinking about a pension or another way of investing for your later years. So what should you consider when it comes to finding the best pension solution for you? Read on to find out… The earlier you start planning for retirement, the better Read anything about retirement planning and you’ll no doubt come acro... ››› more
  • [01 October 2015]
  • If you're still paying tax on your investments you're losing out big-time!
  • Do you own unit trusts, ETFs or shares? If you do, you're paying 15% tax on all the dividends you receive. You also pay 13.33% capital gains tax once you sell any of these. In fact, if you held them for less than three years you will end up paying up to 40% in income tax on them… But you don't have to. Stop paying tax on your investments today The National Treasury introduced Tax... ››› more
  • [23 September 2015]
  • Why you should set up an Inter Vivos Trust
  • Estate planning is an aspect of life that many people don't make time for. But by ensuring you plan your estate well, it can make things a whole lot easier for you and your family. One essential estate planning tool is an Inter Vivos Trust. So what is an Inter Vivos Trust? And why should you consider setting one up? Read on to find out… What is an Inter Vivos Trust? An Inter Vi... ››› more
  • [21 September 2015]
  • Ensure you have these bases covered in your estate planning
  • Over the years, you'll likely build up the assets you hold. This could be property, investments in shares, jewellery and other items of worth. Whatever you have, it's important you think about estate planning. Estate planning is about sorting out what will happen to your assets when you pass on. So what are the major things you need to consider with estate planning? Read on to find out…... ››› more
  • [10 September 2015]
  • What investment strategy should you follow for retirement?
  • If you're investing for your retirement, you may want to take bigger risks when you're younger and move into safer investments the older you get. The idea here is that you can make up for any losses as you age. But this perhaps isn't the best way to approach your retirement investments. Let's take a closer look… Investing for retirement When you’re younger, retirement seems ligh... ››› more
  • [08 September 2015]
  • How to manage your cash
  • It's prudent to have a cash emergency fund to tide you over if something unexpected happens. It's also a good idea to hold some cash as part of your investment portfolio. So where should you keep your cash? You need to weigh up the returns… Keeping your cash in the bank Keeping your cash in the bank is one of the safest ways to store it, but it’s also likely to give you the poo... ››› more
  • [08 September 2015]
  • How best to prepare for retirement
  • It's probably not a surprise to learn that many South Africans haven't adequately prepared for retirement and have little or no savings. Saving for retirement is something that you need to do. How else are you going to support yourself when you're older? You may think you don't have enough money to save towards retirement, but chances are you do. Read on to find out more… Stop was... ››› more
  • [03 September 2015]
  • Uncover your step-by-step guide to generating wealth
  • You may think the only way to grow substantial wealth is to invest on the stock market or trade futures and other risky instruments. It's not. You just need to invest some of your time, and you can generate and grow wealth. Here's how you can do it… All you need is to invest your time to kick-start your wealth building journey You can generate an income which grows your wealth in... ››› more
  • [02 September 2015]


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