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Xmas 2

How to approach your finances this festive season

By Lettie Mzwinila, Business Development Manager at Allan Gray. In the hive of festive activity, it’s easy to forget your financial goals and spend more than you planned. Next thing you know, it’s the New Year and the long month of January, with its all too familiar financial hangover, is stretched out before you. (more…)

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What to do with your year-end bonus

AUTHOR: By Mark Hawes, Alexander Forbes Financial Planning Consultant You’ve worked hard and earned that bonus, but now the internal dialogue between the head and the heart starts. (more…)

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New Approach to savings helps combat financial emergencies

To mark World Savings Day on October 31, Alexander Forbes has identified a novel approach to emergency savings where employers help their employees with short- and long-term financial needs. (more…)

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Hand and money staircase isolated on white

Wealth creation: ‘The real thing’

By Citadel Wealth Management. Understanding each of your options in your journey of wealth creation will set you up well for achieving your goals. Getting the mix right creates the “the real thing”, the ideal wealth creation formula. (more…)

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Justine Wyatt, Legal and Complaince Executive at Just.

Dementia leaves retirees vulnerable

The World Health Organisation recognises dementia as a public health priority that is on the increase with no cure currently in sight. A degenerative condition affecting the brain, dementia primarily affects the elderly, resulting in memory loss, impaired communication skills and an inability to make simple decisions. The increase in dementia highlights the need to […]

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Haul out the checklist – it’s time for a money review

Good intentions can be like rainbows. Clear and bright one minute, faded and forgotten the next. In fact, some surveys suggest that only 20% of people stick to their New Year’s resolutions past February each year. (more…)

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Tim Mertens

Offshore retirement structures offer array of investment options for SA investors

South Africans looking for tax-efficient retirement planning solutions have an array of offshore investment options available to them – but it’s important to choose the right investment vehicles, and to choose reputable financial advisors with a sound track record. (more…)

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Seven financial must-haves for women in retirement

Recent Statistics South Africa figures reveal that, on average, women outlive men by nearly a decade or 9.3 years. And this means that it is absolutely vital for women, if they haven’t already, to take an active role in managing their finances rather than relying on a spouse or partner, because they will need the […]

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