Karen Rimmer, Head: Distribution at PSG Insure In previous years, insurance advisers may have been seen as the ‘middleman’. Often, they were regarded as a form of salesman, primarily selling...
Financial Planning
How to reward yourself wisely
Marius Du Toit, Managing Director - Efficient Benefit Consulting TOP FINANCIAL DOS AND DON’TS During these strenuous economic times, “rewards” have different meanings for each of us. Many...
4 Ways we Fool Ourselves when investing
Sumayya Davenhill, Head of Marketing, M&G Investments While we may enjoy fooling our family and friends on April Fool’s Day every year, nobody ever likes to think that that they fool...
Investing to generate an income
Lynn Bolin, Head of Communication at M&G Investments At one point or another in your investment journey you may want to draw an income from the capital you’re accumulating. Ideally, this...
How Thoughtful Pension Reform Can Help Ensure Economic Stability
Blessing Utete, Managing Executive of Old Mutual Corporate Consultants Lessons France can learn from SA following France’s Violent Pension Fund Reform Protests As the two countries...
Pandemic shock shines a spotlight on the value of long-term insurance cover
Johan Minnie, Sales Director and Zandile Makhoba, Lead Specialist for Research & Insights at Liberty The local economy may have clawed itself back to its pre-pandemic levels in 2022, but...
Living annuity income comparison
Lehan Kruger, Portfolio Manager at Glacier Invest A practical comparison of an average medium equity portfolio and the 4% Real Income Solution The Glacier Invest Real Income and Real...
Reading the fine print of the solar incentives, loadshedding’s silver lining
Hannes van den Berg, CA(SA) and CEO at Consult by Momentum At first, the response to government’s power moves, announced at last month’s Budget Speech, was overwhelmingly positive. ...
Households must adapt their finances in the face of rising interest rates
Bertie Nel, Head of Financial Planning and Advice at Momentum In a move to curb inflation and maintain economic stability, the world has been thrust into a significant interest rate increase...
Understanding the cost of dying
Christel Botha, Fiduciary Service Manager at Alexforbes Leaving an inheritance after your death is something many people aspire to. However, the cost of dying and winding up your estate will...
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