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Irlon Terblanche

Triple vote of confidence in Sanlam Umbrella Fund

The Institute of Retirement Funds Africa (IRFA) has awarded the Sanlam Umbrella Fund the Best in Class Trophy for Investment Practice, the Best in Class Trophy for Governance, the Gold Standard Certificate for Excellence in a Communication Project and a Special Merit Award in the 2017 IRFA Best Practices Industry Awards. (more…)

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finliteracy1

FPI launches Financial Planning Week

The Financial Planning Institute (FPI) launched its Financial Planning Week, a Big Drive 4 Financial Freedom initiative, on Thursday, 21 September 2017. (more…)

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coupleplanningsmall

Finances should be a joint effort in a household

Who manages your household finances? The management of finances should not be seen as the job for a man or woman in a household, but a joint effort between partners. (more…)

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lastwilltestamentsmall

Wills drafted free of charge during national wills week

During National Wills Week, 11 September to 15 September, people across the country have the chance to have their Wills drafted free of charge. With this in mind, individuals should take the time to learn more about the drafting of valid and legally enforceable wills, to make the most of this opportunity. (more…)

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Words relating to the US market selloff and worldwide fiscal problems are displayed in a word cloud on an LCD computer monitor.

Securing your income in shaky times

Losing your source of income due to retrenchment is a daunting reality that many of us face. The retrenchment process can often be long and drawn out, taking both an emotional and financial toll. “Unfortunately, due to the current tough economic environment South African businesses find themselves in, retrenchment is a possibility that managers and […]

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financialadvisertcf

A roadmap for the advisory process

In the current low growth environment, financial advisers have a key role to play in terms of guiding their clients to make the right financial choices so that they can achieve their investment goals. (more…)

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Riaan Strydom

Five steps to put spring back into your finances

By Riaan Strydom, Financial Adviser, PSG Wealth, Mill Park, Port Elizabeth September ushers in spring and often represents a time for spring cleaning, in anticipation of a fresh start. Why not assess your financial plan as part of your spring cleaning efforts? Below are five steps to take. (more…)

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Global Finance

Is there still value in global equities?

While the appetite for global exposure among South African retail investors is undoubtedly on the upswing – fuelled by a combination of rand weakness and a greater need for diversification – many are concerned that several global asset classes currently appear overvalued. The question then begs, where are the pockets of value in the global […]

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