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Financial Planning

  • Preparing for retirement: How to attain financial freedom by saving R1,900
  • Your financial aspirations may differ from your friends or family. But one thing you'll no doubt have in common is you want to build a solid financial backing, especially by the time you reach retirement. Having a solid financial backing gives you independence and peace of mind. So how can you achieve financial freedom by the time you retire? Read on to find out… How much you need... ››› more
  • [06 August 2015]
  • Why high charges erode the benefits of tax-free savings accounts
  • In March this year, the National Treasury introduced tax-free savings accounts. The main reason behind the treasury introducing these accounts was to encourage South Africans to save, especially those on lower incomes. Saving is something many South Africans aren't good at. So what exactly are tax-free savings accounts? And what should you need to watch out for? Read on to find out… ... ››› more
  • [05 August 2015]
  • How to teach your children about money
  • One of the most useful and rewarding things you can do with your children is teach them about money. This will help them make informed decisions about their finances from an early age and help grow their wealth into the future. So what's the best way to teach them the basics of personal finance and investing? Read on to find out… Give your children a solid grounding about money ... ››› more
  • [31 July 2015]
  • Financial planning 101: Putting your money to work
  • From the moment you begin working, you should start to implement a plan for your money over the long-term. This can include money in the bank, cash to trade with over the short-term, long-term investments and retirement savings. Let's take a closer look at what you need to think about when it comes to putting your money to work… Start financial planning as early as you can With th... ››› more
  • [30 July 2015]
  • Secure your financial future by creating multiple income streams
  • Financial security isn't something to take for granted. If you've got a full-time job, you may think you have security. But don't be fooled. Things can change very quickly. Imagine what would happen if you lost your job. Your current financial situation would change, immediately. That's why it's crucial that you create multiple income streams. By doing this you can ensure your financial secu... ››› more
  • [29 July 2015]
  • Estate planning 101: What type of Inter Vivos Trust is best for you?
  • One way to protect your assets from creditors and to easily pass on your assets to your beneficiaries is to set up a living Trust, otherwise known as an Inter Vivos Trust. There are two different types of Inter Vivos Trusts. So what are the differences between the two? And which one is your best option? Read on to find out… What is an Inter Vivos Trust? An Inter Vivos Trust is... ››› more
  • [16 July 2015]
  • Why you should consider setting up an Inter Vivos Trust
  • If you're looking for a way to protect your assets, setting up an Inter Vivos Trust is well worth considering. An Inter Vivos Trust has a number of benefits. Read on to find out what these are… What is an Inter Vivos Trust? An Inter Vivos Trust is a Trust you set up while you’re alive. This type of Trust is different to a Testamentary Trust, which is a Trust that comes into effe... ››› more
  • [15 July 2015]
  • Personal finance 101: Three easy ways to protect your savings
  • For nearly two weeks, Greeks haven't been able to withdraw more than €60 (R832) a day from their bank accounts. Banks have remained closed since last Monday as the Greek government tries to come to a resolution over a bailout with its European partners. The country is on the verge of bankruptcy. So what if a similar thing ended up happening here? How can you prepare for a financial crisis... ››› more
  • [10 July 2015]
  • Financing planning 101: How to name and register your Trust
  • If you've decided to hold and protect your assets in a Trust, there are two important things you need to do. Firstly, you need to give your Trust a name. And secondly, you need to register your Trust. So how can you go about this? Read on to find out… How to pick a name for your Trust You can name your Trust whatever you want to. Whilst you may want to give it your family name,... ››› more
  • [10 July 2015]
  • Four risks you need to be aware of with your retirement investments
  • When you put money to work for your retirement, you face investment risk. This investment risk will depend on what assets you invest in. It's easy to ignore risk and focus on how much your investments for retirement could return. For example, if you invest in a unit trusts that's shown good performance over the years, there's no guarantee this will continue. So what risks face your retire... ››› more
  • [01 July 2015]
  • How to use asset allocation with your retirement investments
  • Investing for retirement isn't easy. There are so many aspects that can bring you worry. The biggest is seeing a good enough return from your investments. One way to tackle this is to apply asset allocation to your investments for retirement. So how does this work? Read on to find out… What is asset allocation? Asset allocation is how you split your investment cash across diffe... ››› more
  • [26 June 2015]
  • Four tips to help you create wealth
  • If you're determined to create wealth and financial independence, that's half the battle. The rest you have to make happen for you. So what's the best way to create wealth? Read on to uncover four top tips to help you achieve your wealth goals… Creating wealth tip #1: How to divide your income You can’t start to create wealth until you know how to divide your income into savi... ››› more
  • [18 June 2015]
  • Are you on track to meet your retirement savings goals?
  • Once you know how much money you need in your retirement savings when you stop work, have you checked if you're going to achieve it? And what is the best way of checking? Read on to find out… Are you saving enough for retirement? Once you know how much money you need in your retirement savings (read this article if you don’t), it’s vital to check you’ll achieve this goal. ... ››› more
  • [17 June 2015]
  • How to calculate how much money you need in your retirement savings pot
  • If you don't spend time now calculating how much money you'll need when you retire, you may end up living a poorer retirement than you thought. It's worth taking the time now to see how much you need so you can work towards having enough money when you get to retirement age. The longer you leave it, the harder it will be to achieve. So how can you calculate how much money you need in your... ››› more
  • [15 June 2015]
  • Struggling to get on top of your debt? Here's how to get on top of it
  • In an ideal world, you'd have enough money to pay for everything you need in cash, including your home. But for many people, debt ends up becoming part of their everyday lives. Yes, the majority of people need to borrow from the bank to buy a property, but you should be wary about other debt you take on. So what if you're struggling with the debt you already have? Read on to find out how ... ››› more
  • [09 June 2015]

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