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Tuesday, November 19, 2024

Financial Planning

Selecting the right investment manager is critical

Selecting the right investment manager is critical

By Opinion | Published Oct 24, 2023

Finance Minister Enoch Godongwana amended the maximum offshore investment limit for Regulation 28 retirement funds from 30% of assets to 45%. But data shows that most funds haven’t maximised their exposure to the new limit, begging the question: why?

Words on Wealth: How your investments fared in the past quarter

By Martin Hesse | Published Oct 22, 2023

Locally, investment performance echoed the subdued sentiment on the state of the South African economy.

Words on Wealth: How your investments fared in the past quarter

Words on Wealth: How your investments fared in the past quarter

Planning Points: Continuation Options: The Smart Way to Preserve Your Insurance Benefits

By Opinion | Published Oct 22, 2023

Planning Points: Continuation Options: The Smart Way to Preserve Your Insurance Benefits

High interest rates might affect Black Friday and Christmas

By Dieketseng Maleke | Published Oct 20, 2023

High interest rates might affect Black Friday and Christmas

Ruan Jooste Rants and Cents: Be careful when planning your legacy

By Ruan Jooste | Published Oct 17, 2023

Ruan Jooste Rants and Cents: Be careful when planning your legacy

Trustworthy: Which beneficiaries to include as ‘beneficial owners’

By Phia van der Spuy | Published Oct 16, 2023

Trustworthy: Which beneficiaries to include as ‘beneficial owners’

Trust-to-Trust: Advisers and accountants cannot look the other way

By Phia van der Spuy | Published Oct 13, 2023

Trust-to-Trust: Advisers and accountants cannot look the other way

A penny advised is a penny earned

By Ruan Jooste | Published Oct 9, 2023

A penny advised is a penny earned

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Words on Wealth: The challenges of comparing products on price

By Martin Hesse | Published Oct 8, 2023

Words on Wealth: The challenges of comparing products on price

Words on Wealth: The challenges of comparing products on price

Sound financial advice pays more than just dividends

By Opinion | Published Oct 8, 2023

Sound financial advice pays more than just dividends

Sound financial advice pays more than just dividends

Survey highlights pressures on the Sandwich Generation

By Martin Hesse | Published Sep 23, 2023

Survey highlights pressures on the Sandwich Generation

Survey highlights pressures on the Sandwich Generation

Planning Points: Plan your money, plant your future

By Opinion | Published Sep 10, 2023

Planning Points: Plan your money, plant your future

Planning Points: Plan your money, plant your future

Women struggle to retire as early or as securely as men

By Staff Reporter | Published Aug 22, 2023

Women struggle to retire as early or as securely as men

Women struggle to retire as early or as securely as men

Financial sector shows progress in winning over consumers - report

By Martin Hesse | Published Aug 20, 2023

Financial sector shows progress in winning over consumers - report

Financial sector shows progress in winning over consumers - report

Trust to Trust: Is the trust still serving a purpose?

By Phia van der Spuy | Published Aug 18, 2023

Trust to Trust: Is the trust still serving a purpose?

Trust to Trust: Is the trust still serving a purpose?

5 things women would advise their younger selves

By Supplied | Published Aug 16, 2023

5 things women would advise their younger selves

5 things women would advise their younger selves