Save now or retire never

Life happens, but if you have a flexible plan, with some non-negotiables, you’ll be able to meet your investment dreams. – By Stephen Katzenellenbogen – NFB Private Wealth Management Moneyweb link I have, for quite a while, thought about the importance of...

TFSAs – maximising retirement income, minimising estate duty

Author: Paul Hutchinson Sales Manager | Investec Tax free savings accounts (TFSAs) are a great initiative from government to encourage savings in South Africa. Jaco van Tonder,1 Advisor Services Director at Investec Asset Management, has previously discussed how to...

A woman’s guide to financial freedom

Financial Planning / Amelia Morgenrood CAPE TOWN – Research shows that women lack confidence when it comes to investing their money, and they are mostly risk-averse. About one-third of affluent women say the stock market is “too risky” for them, according to a...

A Case for the Guaranteed Life Annuity

The following article underlines the importance of understanding what you are committing to when choosing between a living annuity and a guaranteed life annuity.  With almost all financial markets currently exhibiting signs of exuberance it may be prudent right now to...

How much do you need to retire?

By : Maya Fisher-French – June 15, 2017    See on-line article: Maya on money At a recent investor roadshow, Richard Carter, head of product development at Allan Gray, provided some figures to illustrate how much you should already have saved for retirement,...