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Tuesday, November 19, 2024

Financial Planning

5 things women would advise their younger selves

5 things women would advise their younger selves

By Supplied | Published Aug 16, 2023

We chatted with women across South Africa from all ages and walks of life to determine the invaluable wisdom they would share with their younger selves about money and investments. Here are the top five recommendations. By Nicole van den Munckhof

SA’s wealthy are leaving ‒ here’s where they are going

By Staff Reporter | Published Aug 16, 2023

Wealthy South Africans are leaving the country, and there doesn’t seem to be any stopping the trend. The numbers suggest one in every five high-net-worth individuals (HNWIs) has sought greener pastures over the past decade, with around 1 500 heading for the exit in 2022 alone.

SA’s wealthy are leaving ‒ here’s where they are going

SA’s wealthy are leaving ‒ here’s where they are going

How wealthy families can prevent wealth loss over time

By Supplied | Published Aug 8, 2023

How wealthy families can prevent wealth loss over time

10 tips for women and their finances this Women’s Month

By Supplied | Published Aug 8, 2023

10 tips for women and their finances this Women’s Month

The evolution of marriage laws and its impact on estate planning

By Opinion | Published Jul 9, 2023

The evolution of marriage laws and its impact on estate planning

Planning points: The importance of having personal life insurance cover

By Opinion | Published Jul 9, 2023

Planning points: The importance of having personal life insurance cover

Investors should ignore the noise

By Opinion | Published Jul 4, 2023

Investors should ignore the noise

Navigating the transition phase of retirement in South Africa

By Opinion | Published Jun 30, 2023

Navigating the transition phase of retirement in South Africa

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Words on Wealth: Compelling reasons to consider a life annuity

By Martin Hesse | Published Jun 27, 2023

Words on Wealth: Compelling reasons to consider a life annuity

Words on Wealth: Compelling reasons to consider a life annuity

Ruan Jooste’s Rants and Cents: If there is something strange in your bank, credit or insurance hood, who are you going to call?

By Ruan Jooste | Published Jun 25, 2023

Ruan Jooste’s Rants and Cents: If there is something strange in your bank, credit or insurance hood, who are you going to call?

Ruan Jooste’s Rants and Cents: If there is something strange in your bank, credit or insurance hood, who are you going to call?

TRUST TO TRUST: A problematic case for trustee decision-making which needs fixing

By Phia van der Spuy | Published Jun 23, 2023

TRUST TO TRUST: A problematic case for trustee decision-making which needs fixing

TRUST TO TRUST: A problematic case for trustee decision-making which needs fixing

Using a Dry Trust to safeguard your children’s future outside South Africa

By Opinion | Published Jun 16, 2023

Using a Dry Trust to safeguard your children’s future outside South Africa

Using a Dry Trust to safeguard your children’s future outside South Africa

Trust-worthy: Trustees, trust administrators, and accountants brace yourselves

By Phia van der Spuy | Published Jun 11, 2023

Trust-worthy: Trustees, trust administrators, and accountants brace yourselves

Trust-worthy: Trustees, trust administrators, and accountants brace yourselves

Meet SA’s Financial Planner of the Year

By Ruan Jooste | Published Jun 4, 2023

Meet SA’s Financial Planner of the Year

Meet SA’s Financial Planner of the Year

SARS hits 690 000 taxpayers with penalties for outstanding returns

By Supplied | Published Jun 3, 2023

SARS hits 690 000 taxpayers with penalties for outstanding returns

SARS hits 690 000 taxpayers with penalties for outstanding returns

Trust-worthy: Don’t allow your ‘so-called’ adviser to deregister the trust

By Phia van der Spuy | Published May 21, 2023

Trust-worthy: Don’t allow your ‘so-called’ adviser to deregister the trust

Trust-worthy: Don’t allow your ‘so-called’ adviser to deregister the trust