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What is the right time and where to invest in turbulent...

The stock market can be volatile, but it’s a market that many people will delve into at some point in their lives whether directly buying shares or through their employer retirement saving fund. I believe that investments should form a core part of any financial planning, even during uncertain times.

Sandwich generation: the rule of thumb when it comes to savings

July is savings month in South Africa. This is a month where national savings awareness campaigns are run to look at fostering a culture of savings for South Africans. Historically, post the Global Financial Crisis of 2007-2008, the South African household savings ratio (the income saved by households during a certain period of time), has also mostly remained in negative territory.

How to handle a pay cut: keeping calm in a financial...

The COVID-19 pandemic has brought the global economy to its knees, and inevitably many employers will need to contain costs by cutting salaries. Being hit with a salary cut or a retrenchment is something every employee dreads, but it’s important not to panic and to manage the situation as responsibly as possible.

BOOK REVIEW | Virus-Proof Your Retirement

The COVID-19 pandemic has turned the world upside down and amidst the uncertainty, many of us look ahead and feel a little panicky: What’s going to happen to our savings and to the retirement we were looking forward to?

COVID-19 investment note: the coronavirus shocks

The global economy has been hit by five shocks as the coronavirus spread rapidly. This could not have been predicted, though with hindsight the market was initially much too complacent. The situation is so uncertain now that a strategy based on trying to predict the future is bound to get it wrong.

BOOK REVIEW | South African Financial Planning Handbook

Keeping up to date with legislative and case law changes in the highly regulated financial services industry can be challenging. Professionals need to make effective financial decisions, with a myriad of implications, while ensuring regulatory compliance and keeping current.

Today’s technology: how is it affecting tomorrow’s trading?

Technology is fundamentally changing our relationship with money. Fact. What we do for entertainment, how we get from point A to point B and even the most mundane routines such as grocery shopping are exponentially changing, on a daily basis. We are also seeing substantial changes in our relationship with money, specifically in the way we manage our money.

Consult a professional financial advisor

The investment landscape has changed profoundly over the past decade, making it easier than ever for individuals to take control of their own investment portfolios. It’s a simple matter for nearly anyone to trade shares via their online banking platform, for example, or to access a range of funds and products from an online stockbroker or wealth management firm.

Women and their money – understanding how to take control

On 9 August 1956, over 20,000 women of all races and ages from every corner of South Africa marched together towards the Union Buildings in Pretoria. These brave women were marching in protest against the pass laws that proposed even further restrictions on the movements of women.

Estate planning guidance

Estate planning doesn’t need to be overly complicated, yet there are common mistakes people make that can have devastating outcomes for those left behind. A misunderstanding with wording in your will can result in the opposite of what was intended.


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