Henri Le Grange - Certified Financial Planner at Old Mutual 2024 holds significant promise for advisers who can navigate the Two-Pot Retirement System, advises Henri le Grange Old...
Financial Planning
The math behind the millions – understanding the power of compound interest over time
Nirdev Desai, Head of Sales at PSG Wealth It was Albert Einstein who called compound interest the ‘eighth wonder of the world,’ saying that ‘he who understands it, earns it. He who...
Work smarter as well as harder when it comes to building wealth
Rita Cool, Head: Individual Consulting Strategy at Alexforbes South Africans are facing one of the toughest economic environments in modern history. High interest rates are not only...
Secure your future this retirement season
Bonolo Mosoane, Just SA Business Development Manager Achieving a comfortable retirement requires careful consideration, financial planning, and informed decision-making. And there’s no...
Do you lie to your financial adviser?
Andile Jonas, Marketing Head at Momentum Investo Andile Jonas, Head of Marketing at Momentum Investo, makes the case for playing open cards with your financial adviser. I’m in...
3 ways a tax-free savings account can help you build wealth
Mariska Comins, Head of Technical Support, at PSG Wealth Building wealth involves a combination of strategic financial planning, personal discipline and maintaining a long-term perspective....
Monthly resolutions for a prosperous 2024
Lynn Bolin, Head of Communications at M&G Investments New beginnings often give us extra motivation to tackle goals and ambitions, largely because they make us feel we can ‘turn the page’...
Comprehensive industry update – several topics
Adél Gräbe, Legal and Technical Specialist at Simeka Consultants and Actuaries Tax laws The 2023 Taxation Laws Amendment Act has been promulgated on 22 December 2023. The changes...
A quick guide: How to make the most of tax allowances on your retirement savings each year
Robyn Laubscher, Advice and Product Specialist, PSG Wealth Securing a comfortable retirement remains one of the biggest challenges faced by South African investors. ...
Ensuring your retirement plan will succeed in volatile markets
Lourens Coetzee - Investment Professional at Marriott The last few years have been particularly disappointing for investors due to below average market returns. As such, many savers are...
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