Henri Le Grange - Certified Financial Planner at Old Mutual South Africa's move to implement the Two-Pot Retirement System in September 2024 places financial advisers at the forefront...
Financial Planning
The two-pot retirement system: what’s really cooking?
Sheldon Friedericksen, GM: Group Benefits at Fedgroup The much-anticipated two-pot retirement system is set to debut on 1 September and seeks to tackle the notorious lackadaisical...
No major debts when you die? You still need life insurance – and here’s why
Yaaseen Albertyn, Executive Head of Business and Client Solutions at Metropolitan If insurance is considered a grudge purchase, then life insurance – insurance that is meant to cover...
Strategies to build wealth despite volatile and unpredictable markets
Wendy Myers, Head of Securities at PSG Wealth Amid escalating volatility in global equity markets due to numerous factors, an understanding of the concept of volatility and how it can...
Pension funds and emigration: Tax could be the make-or-break factor
Siphamandla Buthelezi, head of platforms at NMG Benefits Investing in an offshore retirement fund is one way of growing your wealth in a stable economy over the longer term, or even...
Putting people first: an innovative approach to retirement fund solutions
Jeanetta Hendricks, GM: Care at Fedgroup It may seem odd to suggest that putting people first could be a novel concept for retirement funds. Especially since their core function is to...
Don’t be greedy: The pursuit of Real Returns through Fixed Income
Tlhoni Komako, Fixed Income Portfolio Manager at Ashburton Investments Why it makes sense to opt for more conservative fixed income funds in the pursuit of risk-managed,...
Silence is not golden, especially for your golden years
Heather Bell, Business Development Manager at Just SA Gone are the days of silently trying to keep up with the Joneses. ‘Loud budgeting’ is taking centre stage highlighting that the...
Play a winning hand in the employee benefits space
Sheldon Friedericksen, GM: Group Benefits at Fedgroup In the wild world of finance, where the stock market can be as unpredictable as a toddler on a sugar rush, one must navigate with the...
Moving or Working offshore – beware of the tax man
Carla Rossouw, Head of Tax at Allan Gray If you are considering relocating or working abroad, it is important to understand the tax implications that come with these decisions. Failure...
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