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Herschel-Alpert1

Sophisticated tax app launches in SA

An advanced tax app named hApp-e-tax has launched, offering everything accountants, auditors, tax practitioners, lawyers, those in business and students need to know about South African income tax legislation. It offers the core information related to the legislation and makes tax information easily accessible. (more…)

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Essential financial planning for couples

Moving in together is a big step, but it’s more involved than just picking up your partners clothes from where they left them on the floor.  Talking about how you’ll manage your finances as a couple is integral. (more…)

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valentine

Money, love and happiness: The best time to start the money conversation is right now

By Thami Cele, Head of Savings and Investments at Absa Retail and Business Banking. When it comes to matters of the heart, people often say that “opposites attract.”  If this is indeed the case, it may also hold true that two individuals in a romantic relationship deal with money matters in very different ways.  (more…)

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second effort

How to plan effectively for your child’s education  

Providing your children with the education they need to build a successful future is something most parents strive for. But with the cost of education increasing annually at a higher rate than inflation[1], and average salaries barely keeping pace, putting your kids through school needs to be part of a considered financial plan. (more…)

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Grant Meintjes, head of PSG Securities

Three ways holistic financial planning can enhance your share portfolio

By Grant Meintjes, Head of Securities, PSG Wealth. You may have started out with a small amount of money which seems unimportant to include in your plan, or perhaps it is one area of your financial plan you want to retain control over. Perhaps you are motivated by those weekend conversations around the braai, and simply […]

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Gerhardt Meyer

Global Financial Planning Organisation Appoints Gerhardt Meyer as Chairperson-Elect

Gerhardt Meyer, CFP®, Head of Governance for the Wealth Division of Old Mutual South Africa has been appointed chairperson-elect of Financial Planning Standards Board (FPSB) effective, April 2018. Meyer will then serve another year as Chairperson to FPSB’s Board of Directors in 2019. (more…)

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Mellony Ramalho

Education – Planning for the New Year

Ensuring that you give your child a quality education costs money – and it is often the kind of money that most of us simply do not have. (more…)

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Local investors not deterred by turbulent investment climate

The local Collective Investment Schemes (CIS) industry continues to attract steady net quarterly inflows as local investors seem undeterred by the current turbulent political and economic environment. (more…)

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