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12 of the most common questions investors ask about the Section 12J tax incentive

By Jonti Osher and Dino Zuccollo, founder members of the Section 12J Association of South Africa and fund managers at Westbrooke Alternative Asset Management. As South Africans return to work in 2019, many will be considering whether to reduce their February tax liability by taking advantage of the Section 12J tax deduction. For every R100 […]

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Danie Esterhuyse

Managing your budget is key to surviving tough economic times

By Danie Esterhuyse, Senior Financial Adviser at PPS. The New Year brings in new hope and resolutions to achieve. For many professionals, one of the most common resolution is better management of their finances. (more…)

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Are financial advisers the new life coaches?

By Jacques Coetzer, General Manager at Sanlam Personal Finance: Broker Distribution. Financial – and maybe even life – coaching seems to be emerging as a trend amongst intermediaries abroad, to differentiate themselves in a competitive and digitally driven environment. (more…)

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UK financial assets and pound will rally if PM gets her way on Brexit

  UK financial assets and the pound will rally if Theresa May’s Brexit deal is passed today (Tuesday), affirms Nigel Green, deVere Group’s founder and chief executive. (more…)

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Africa needs a new infrastructure strategy to combat jobless growth

By Taona Kokera, Associate Director Infrastructure Finance at Mazars. One of the most concerning observations made in the recently released 2018 Ibrahim Index of African Governance (IIAG), was that almost no progress has been made to grow sustainable economic opportunity for the African continent’s working age population, with employment having increased by only 0.2% over […]

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SME insurance checklist for the New Year

Business owners who are planning for the year ahead should not overlook the importance of reviewing their insurance policies to ensure they are adequately covered against insurable risks. (more…)

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Anet Ahern

7 resolutions for the long-term investor

By Anet Ahern, CEO, PSG Asset Management. Last year was a particularly trying one for investors. While no one can guarantee what the year ahead will bring in the markets, what we do know for sure is that investor behaviour is the biggest factor that makes or breaks long-term investment outcomes. A few resolutions can […]

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Jaco Prinsloo, Financial Planner

10 New Year’s resolutions to help grow your bank balance

  Alexander Forbes Financial Planning Consultant, Jaco Prinsloo, suggests 10 easy ways to help you save money in 2019. 1)            New Year, new me Some of your New Year resolutions might require some new equipment such as a bicycle, trainers or a set of golf clubs. This should not be seen as a shopping opportunity and […]

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