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Reconciling the National Budget with your own

How the upcoming Budget Policy Statement can provide relief and what you can do to stay afloat.  High unemployment and rising fuel, electricity and water costs are just some of the reasons we’re having a tough time financially, says Kenosi Magosha, Head of Client Solutions Savings at Sanlam Personal Finance. Further to that, she cites […]

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Eric Streso

Eight questions you should be asking your financial planner

By Eric Streso, Certified Financial Planner. Mismanagement of money can be devastating to your current financial status and your future. Financial advisors offer investors a holistic approach to their money matters that will see long-term financial stability with return on investment. However, seeking out the assistance of a financial planner to manage your wealth can be […]

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Suran Moodley, Ariston Global

Using your financial year end as a planning tool

The trick, according to Suran Moodley, Ariston Global’s group managing director, strategy and organisational capacity, is not to see your financial year end as a looming tax burden, but rather as an opportune time to plan for the new business year. (more…)

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Lizl Budhram

The rise of customer centricity and lifestyle financial planning

Financial advisers and intermediaries continue to face mounting pressure from regulators, industry disrupters and new-age consumers to define their value proposition better and prove that this proposition can be successfully delivered. (more…)

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SA’s take-home pay was ‘okay’ in 2018

SA’s take-home pay was ‘okay’ in 2018 BankservAfrica’s December data gives 12-month view of take-home pay and private pensions  Take-home pay in 2018 was neither good or bad however the year did prove the most difficult for salary adjustments in the last five years, according to BankservAfrica’s data. Banked private pensions, however, continued to reflect […]

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What’s the value of a financial adviser?

By Pieter Hugo, MD, Prudential Unit Trusts Let’s face it: many of us are reluctant to use a financial adviser to help us with our investments because we are worried about how much they will charge. We wonder if their input is really worth the fees we’re paying them – we want to know what their true […]

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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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