Tag Archivesfinancial planning

Jac de Wet

What exercise and investments have in common

What do investing and getting ‘beach’ ready have in common? More than you may think! “Dedication, perseverance and discipline are as key to investment success as they are to summer confidence,” says Jac de Wet, National Head of Sales at PSG Wealth. “The most important realisation, however, is that it is a lifestyle decision – […]

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Priya-Naicker1

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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Charlene-Prinsloo1

How much will it cost to educate your child offshore?

Increasingly wealth managers are being asked about the costs of offshore education after matric by their high net worth clients due to a perceived decline in educational standards in South Africa. Charlene Prinsloo, Wealth Manager at AlphaWealth explains: “We investigated the costs and they are staggering.” (more…)

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Schalk-Malan---BrightRock1

How to choose the right group risk cover for your clients

It’s no secret that the world of work, as we know it, is changing. In a 2017 employee benefits study, US insurer MetLife found that 58% of employees surveyed “want customised benefit options based on their personal information”. And according to the same study, 73% of employees believe their employers are responsible for their health […]

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Kerry-King1

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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Kieron-Compressed1

Financial advisers and the future: Survival vs sustainability

Phil Knight (Nike Founder and author of Shoedog) said “business is war without bullets”. Great quote, but who goes to war unarmed? Not a great start when sustainability and survival are key! (more…)

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Philip-Faure1

Passion investing won’t provide adequate portfolio diversification

Africa’s wealthy need to plan ahead to ensure their ‘passion investments’ stay in touch with their overall wealth ambitions and goals, says Philip Faure, Head of Cape Regions at Standard Bank Wealth and Investment. (more…)

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Lisa-Airey-Strategy-analyst-at-Old-Mutual-Unit-Trusts-200x300

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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