Upcoming features in MoneyMarketing

Read about our November issue

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Use unit trusts and endowments for savings

South Africans do not save much and therefor rely on credit instead of on savings during tough financial times. The problem is that credit cost money or interest, which could be avoided if there was enough savings. So, is there a solution? According to PSG Wealth Technical Sales Analyst, Jabez Serfontein, there is a solution. […]

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Weigh up your investment options – what is best for you?

There is such a plethora of investment vehicles available on the market these days that it is often difficult to know what the best option is for you. As with any investment, you want the best returns with the lowest risk. Beata Carstens, a Certified Financial Planner from Veritas Wealth explains that deciding on the […]

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Leaving a lasting legacy: charitable bequests

In addition to leaving their estates to loved ones, many people these days also want to leave a lasting legacy by benefitting a favourite charity. A charitable bequest – which is simply a distribution from your deceased estate to a charitable organisation by a bequest in your will – is an easy and effective way […]

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Seven questions to ask when choosing a financial adviser

By Greg Stockton, Africa Divisional Manager of deVere Group It’s almost universally recognised that the best way for most people to secure financial freedom is to devise, implement and manage a sound, tailor-made strategy with an independent financial adviser (IFA). But choosing the right IFA, a professional who will manage your money and help you […]

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Why women should have greater control of their finances

According to statistics from the Actuarial Society of South Africa, women on average are living longer than men – with the data revealing that the average life expectancy of a 65 year old South African (who has an annuity) is 85.9 years for females and 81.5 years for males. Michele Ongley, Head of Institutional Business […]

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Check your medical to-do list this Women’s month

This Women’s Month, Liberty Medical Scheme highlights five essential medical tests women should be aware of and have to assist in managing their health. Andrew Edwards, Executive Principal Officer for Liberty Medical Scheme advises that it is important for you to check your medical scheme’s preventative benefits. “The early detection of serious medical conditions helps […]

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Five tips for investing offshore

Offshore investing refers to a variety of investment tactics that exploit advantages accessible outside of an investor’s home country. There are both advantages and disadvantages of offshore investing. Mabyanine Phiri, Portfolio Associate at ACM Gold, shares some guidelines to keep in mind when investing offshore: 1. Investing offshore is a good way to gain part […]

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Top tips for drafting a divorce order

Sally is a divorced mother of four living in Cape Town. Since she had been a stay-at-home mom during their 20-year marriage, her ex-husband Jake had agreed to pay monthly spousal maintenance after their divorce. When Jake died unexpectedly Sally found herself in severe financial straits – the payments stopped and, as an ex-spouse, she […]

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How to provide the most appropriate financial advice in tough economic times

Being a financial planner in tough economic times is a big responsibility. Clients are often under extreme stress – with bad news, hiking prices and declining spending power having a big impact on their sentiment and finances. According to Jacques Coetzer, general manager of Broker Distribution at Sanlam Personal Finance, a financial planner can play […]

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