Tag Archivesfinancial planning


Finance professionals have to tech-up within the next three years

Most finance teams and professionals are not evolving their skills fast enough to account for the impact of artificial intelligence, robotic process automation and other technologies according to Re-inventing finance for a digital world, a study released by the Chartered Institute of Management Accountants (CIMA). (more…)

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Danie Esterhuyse

Managing your budget is key to surviving tough economic times

By Danie Esterhuyse, Senior Financial Adviser at PPS. The New Year brings in new hope and resolutions to achieve. For many professionals, one of the most common resolution is better management of their finances. (more…)

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Jaco Prinsloo, Financial Planner

10 New Year’s resolutions to help grow your bank balance

  Alexander Forbes Financial Planning Consultant, Jaco Prinsloo, suggests 10 easy ways to help you save money in 2019. 1)            New Year, new me Some of your New Year resolutions might require some new equipment such as a bicycle, trainers or a set of golf clubs. This should not be seen as a shopping opportunity and […]

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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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Make sure divorce doesn’t cost your savings

Getting divorced is a relatively straightforward process, although the emotional and financial implications are often enormous. Because a marriage must be dissolved by a court, it can take a long time before the matter is settled – and many estranged couples may find they are already out of pocket by then. (more…)

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Opportunities for financial advisers in a turbulent economy

South Africans continue to feel the pinch due to the rising cost of living, but this does not mean that there aren’t opportunities for independent financial advisers (IFAs) to grow their businesses and flourish in a turbulent economy. That’s the word from Etienne Gouws, CEO of Momentum Intermediary Solutions. (more…)

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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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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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