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Six steps to simplified financial planning

Sep 28 2016 10:45

Trust is a vital ingredient in the relationship between client and financial planner, says an expert who provides guidelines for effective financial advice.


Slow decline for living annuity drawdown rates

Jul 27 2016 20:03

The average income drawdown rate for living annuities continued its slow yet steady decline in 2015, edging a little closer to the recommended 5% of capital.


Adult children can sabotage your retirement

Jul 13 2016 20:09

Supporting adult children can have a devastating effect on your chances of retiring comfortably, a financial planner demonstrates.


Provident fund warning to fraudsters - guilty or not

Jun 12 2016 21:00

The ruling that a provident fund may withhold withdrawals from a member with an outstanding legal case against them holds implications for employees accused of fraud.


Zuma signs law to appease provident fund members

May 24 2016 10:26

President Jacob Zuma has signed the Revenue Laws Amendment Act into law to postpone annuitisation for provident funds, the National Treasury has announced.


Advantages of rolling returns

Apr 28 2016 15:00

With the myriad of data available to investors when selecting which fund best suits their investment profile, it is difficult to know which data point to use.


6 Ps of a successful retirement plan

Apr 27 2016 16:16

If you did not build up sufficient savings, the retirement phase of your life could turn out to be highly stressful, cautions an expert.


Saving not all about tax breaks - expert

Apr 27 2016 15:47

While calling on SA policy makers to provide more tax breaks, South Africans should address their own behaviour as well, cautions an expert.


Investing in your 20s

Apr 22 2016 18:48

Life in your twenties is generally filled with adventure and a sense of reckless abandon as you've been set free from the shackles of school life and are now paying your own way.


Retirement and your medical scheme cover

Apr 21 2016 12:57

For most retired people, this is the stage of life when they most need a decent medical scheme and can least afford one.

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