Tag Archivesfinancial planning


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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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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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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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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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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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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