Tag Archivesfinancial planning

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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Financial tips for planning a wedding

The biggest anticipated wedding of the year is finally upon us – Saturday, 19 May – where Prince Harry will be tying the knot and saying ‘I do’, to former Suits star Meghan Markle. If you’re planning to walk down the aisle anytime soon or involved in an upcoming wedding planning process – maybe having […]

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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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newbabysmall

It’s never too late to financially plan for your bundle of joy

By Viwe Diyasi, certified financial planner and general manager at Absa. Whether you’ve just found out you’re expecting a bundle of joy, or whether you are already starting to show, it’s never too late to financially plan for your bundle of joy. In fact, this is true whether you are married, single or divorced when you […]

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What to consider when building a model portfolio

Financial planners with a FAIS (Financial Advisory and Intermediary Services) Category 1 licence have a duty to recommend suitable investment options to each investor on their books. (more…)

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Willie-Fourie1

Building a robust estate plan

Investment managers go to great lengths to plan ahead so that investment portfolios will withstand market volatility and unforeseen events. But how do you construct a robust estate plan that will withstand the onslaught of the many legislative changes and punitive taxes introduced in recent years? (more…)

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Save Vs Spend Two Way Street Signs Point to Fiscal Responsibility

Say hello to automation – and financial freedom

It’s hard to develop good money habits. It’s especially hard when those habits include delaying gratification and cutting back on impulse purchases. When it comes to money, too many of us opt to satisfy all today’s wants instead of securing tomorrow’s financial freedom. (more…)

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