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Five steps to being investment-savvy newlyweds

Typical millennial couples seem to prefer receiving cash in place of tangible wedding presents. While agreeing that this makes sense, Lisa Airey, Strategy Analyst at Old Mutual Unit Trusts, urges millennial newlyweds to consider investing their monetary contributions into building a financially secure future together.  (more…)

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retirementsavingsmall

New regulations will help to improve your retirement outcomes

Regular reviews of the South African financial services sector’s regulatory framework is essential to ensure the system remains resilient and problem areas are addressed. A good example of review with the intention to improve is the recently approved Retirement Funds Default Regulations. Teboho Tlooko, Principal Officer for the PPS New Generation Retirement Fund, says that […]

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Channel Head at FNB Financial Advisory, Ester Ochse

Tips for managing an inheritance

An inheritance can be a great financial bonus; but if not managed correctly will also pose a few challenges. Receiving a windfall is great and the urge to just spend it quickly is quite tempting. (more…)

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How to save for the home of your dreams

Thami Cele, Absa’s Head of Savings and Investments, talks savings strategies for home improvements, and how to reduce overall spending to create your ultimate abode. (more…)

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retirementsavingsmall

SA Households Richer in 2017: Momentum Unisa Household Net Wealth Index

Despite all the negativities surrounding them, South African households have something to cheer about – collectively they managed to end 2017 in a richer state compared to 2016. This is good news as the financial purpose of households is to build their wealth and in so doing, improve their chances of being Financially Well. (more…)

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Ester Ochse

Have a Personal Finance Day every month

Just as we all enjoy a day to ourselves; be it for shopping or a day at the spa – everyone should have a Personal Finance Day. (more…)

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Stanley-Tordiffe--Certified-Financial-Planner®-at-Old-Mutual-Private-Wealth-Management1

Invest offshore to finance your children’s international qualification

Since the beginning of the #FeesMustFall campaign in 2015, issues surrounding university fees and affordability have been under intense scrutiny by decision makers, prospective students and parents – who are more often than not, faced with the financial responsibility. Among other factors, the uncertainty created by this movement has contributed to a growing trend among […]

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Elize Botha MD of Old Mutual Unit Trusts.

Now’s the time for savers to become investors

A key take-out for investors from last month’s National Budget is the significant reduction in the debt-to-GDP ratio forecasts; the percentage of state debt in relation to thegross domestic product.  Government will generate the most revenue to offset the deficit through the 1% increase in VAT. This focus on fiscal consolidation will see the country […]

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