by Phil Meyer | 23 Oct 2017 | Articles
Retirement reforms that come into effect on 1 March (T-Day) could hold several important benefits for South Africans.The Government is updating the 2013 Taxation Laws Amendment Act, specifically now the 2015 Tax Amendment Acts 23 and 25.It is simplifying and...
by wesley | 14 Aug 2017 | Articles, Financial Choices, Latest News, News
NASTASSIA ARENDSE: We’re going to be looking at investing in Krugerrands as part of our Investment Unusual features on Tuesdays. The Krugerrand has actually been dubbed the world’s first successful and widely-traded golf bullion coin. It has this year celebrated 50...
by wesley | 7 Aug 2017 | Articles, Financial Choices, Latest News, News
In the current environment, many investors are worried about their portfolios. Returns have been low for more than two years, and local risks seem high. Many are thinking about taking all that risk off the table and moving into cash. To them this just seems like the...
by wesley | 26 Jul 2017 | Articles, Latest News, News
Rockfin Wealth Management have entered into a definitive transaction with Infinity Strategic Solutions a leading Cape Town Financial Planning practice that originally started in Gauteng some 14 years ago. The acquisition of the clients and books of business from...
by wesley | 26 Jul 2017 | Articles, Latest News, News
Rockfin Wealth Management subsidiary of Transformation Capital Group are pleased to launch their own model portfolios managed by Momentum Investments on their behalf. Model portfolios provide a simple, cost effective means of appointing an expert investment manager to...
by wesley | 10 Jul 2017 | Articles, Financial Choices, Latest News, News
Johannesburg – The extent to which you are able to save depends largely on your attitude towards money and not how much you earn, according to Ester Ochse, product specialist at FNB Advisory. “Some people don’t earn much, but are able to build a solid savings...
by wesley | 23 Jun 2017 | Articles, Financial Choices, Latest News, News
People often believe that if you gather significant assets during your lifetime and put enough into your retirement or pension fund during your career, you don’t have to worry about living comfortably in your later years. But in an environment where medical...
by wesley | 13 Jun 2017 | Articles, Financial Choices, Latest News, News
Cape Town – Despite increasing awareness about the importance of having life insurance, some consumers remain confused and undecided due to myths that uninformed people spread through the grapevine. Lee Bromfield, CEO of FNB Life, says death is usually the last...
by wesley | 4 May 2017 | Articles, Financial Choices, Latest News, News
Cape Town – If you are one of the lucky ones who gets a December bonus, you will know how great the temptation is to splash out and spoil yourself. While some splashing of a small part of the bonus is definitely in order – after all, you have worked hard for the...
by wesley | 29 Mar 2017 | Articles, Financial Choices, Latest News, News
Cape Town – The ripple effects from South Africa’s weak economic position will reduce your disposable income in 2016, says an actuarial expert. Public Policy Actuary at the Actuarial Society of South Africa (ASSA) Niel Fourie says several sectors are...
by wesley | 24 Jan 2017 | Articles, Financial Choices, Latest News, News
Johannesburg – At various stages of one’s life, financial needs may differ. For this reason it is important to change financial strategies and instruments used to fulfil those needs. The investment behaviour of women differs to that of men. Women often feel...
by wesley | 23 Dec 2016 | Articles, Financial Choices, Latest News, News
Cape Town – The world is seeing a move away from “business as usual”, but ultimately, as much as things change, they have a way of staying the same, according to Danie Venter (CFP®), advisory partner at Citadel. “Set those goals for 2017 and plan...
