Tag Archivesfinancial planning

Morgan-Website

Getting a mid-sized business ready for sale

Morgan Jones, Principal in the Corporate Finance team at Bravura, an independent investment banking firm specialising in corporate finance and structured solutions, outlines the imperative of exit strategy planning for owner-operators. (more…)

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Motshabi Nomvethe of PPS

Financial planning for the sandwich generation

Many South Africans are increasingly experiencing the effects of the sandwich generation where young working professionals, usually in their late twenties to early forties, have to financially support their own children and their parents with their monthly income. (more…)

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LexisNexis financial books

Your source for updated and relevant financial books

The LexisNexis portfolio of trusted Financial Services titles has been updated for 2017. (more…)

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valentine

Valentine money tips for a happy and successful union

February is the month of love, and for many a time to celebrate with their significant other. With so much romance in the air, now is also the perfect time to make plans with your partner to ensure a brighter financial future together. (more…)

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LexisNexis updates guides to financial planning for 2017

LexisNexis updates annual Financial Services titles

Make knowledge your best investment of 2017. The LexisNexis trusted portfolio of annual Financial Services titles has been updated. These latest releases offer the most comprehensive and up-to-date content, designed and formatted to provide easy access to all the information you need to make accurate, inspired decisions. (more…)

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holidaytipsf

Planning and saving for your holiday

Having a holiday to look forward to is one of life’s many pleasures. Who doesn’t look forward to their summer holiday – or any holiday, for that matter? Alexander Forbes Financial Planning Consultant Mark Hawes says people often start thinking about the next holiday within the first week of getting back – if not on the […]

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In times of crisis, a personal loan could be a sensible option

Life happens, like when you are involved in a car accident, your entrepreneurial venture goes south or a loved one loses their job. Piet van der Walt, head of Sanlam Personal Loans, says the reality is that clients aren’t always well prepared for the financial fall-outs of these big events! But even in their daily […]

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Divorce Agreement

Preparing for divorce – ensure you are independently financially secure

Unfortunately divorce is an all too common reality in our current times, says Lisa Griffiths, Associate Director of BDO Wealth Advisers. (more…)

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