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RA or TFSA? How to maximise your retirement savings

Jan van der Merwe, Head: Actuarial and Product at PSG Wealth If you still want to take advantage of this year’s tax exemptions, the clock is ticking. What is the best way to maximise your savings? Theoretically, the most efficient option is investing in a retirement annuity (RA) before investing any excess amounts in a […]

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Donald Dinnie_NATMED

Is 2019 an opportunity for a new insurance compact?

By Donald Dinnie, CEO of Natmed Medical Defence Spare a thought for Momentum and its Ganas Life claim debacle which occurred towards the end of 2018. Momentum was correct in law in avoiding the insured’s life policy for material non-disclosure, a position affirmed by the relevant ombudsman, but lost in the court of public opinion […]

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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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