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Financial Planning

  • 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]
  • Why you must keep your savings separate from your investments
  • When it comes to your finances, from your earnings you need to spend some of it to cover necessities and expenses. You can then put the money you have left into your savings and investments. But what is the difference between your savings and investments? Are they not just the same thing? Read on to find out… The difference between savings and investments Whilst savings and invest... ››› more
  • [28 May 2015]
  • Should you opt for fixed-rate bonds or a fixed deposit accounts?
  • If you're saving up for a specific goal or don't need access to some of your cash for a while, what are your options when it comes to low-risk investments? You could opt to put your cash in the bank in a fixed deposit account or you could buy RSA Retail Savings Bonds. So which is the better option for you? Read on to find out… What are RSA Retail Savings Bonds? RSA Retail Savin... ››› more
  • [15 May 2015]
  • Financial planning: How to check you're on track with your financial goals
  • As soon as you begin working, you need to start planning for your financial future. This includes making provisions for your retirement and for other unexpected events. You can do this through different kinds of investments and insurance. What you should be doing at the moment depends on the stage in your financial life. This should help you determine how your money is working for you. Le... ››› more
  • [08 April 2015]
  • PULL OVER and use this simple technique to “fix” your failing portfolio
  • You're taking your car for a spin on a Sunday afternoon. As you speed up, you feel the power in the engine build up. But without warning, your left wheel hits a pothole. You acknowledge the hit with a single curse word. You start to feel your steering wheel pull towards the left and your car is now losing its balance The fix is simple: Pull safely over on the side or to the nearest pet... ››› more
  • [30 March 2015]

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