How to ‘Jingle’ Your Christmas Day Budget

Decorations are up, festive season ‘specials’ are mostly everywhere and Josh Groban is doing the shopping centre carol rounds. Face it: you either dread...

New law will stop abuse of South African home owners who...

There are few things as devastating as losing your home because you cannot pay your debt. But if this cannot be avoided, you’d certainly...

You have to save for retirement

Louis van Vuren of FISA on the following: How should people evaluate the question of whether they are on track to retire comfortably? Will...

Focus needs to be on the income

Divisional director for product development at Liberty, Mark Lapedus, talks about the following: How do you shift investor behaviour to rather focus on the...
Tax season deadline looms

Tax season deadline looms

With one week left until the 2017 tax season deadline, the South African Revenue Service (SARS) has received over five million tax returns. “Non-provisional individual...
Do renovations increase the house price?

Do renovations increase the house price?

Whether you are renovating your house to create more space, rejuvenate or to put it in the market, getting to grips with how renovations...

Ep 17: Diversification and how it improves a client’s expected return

Lisa Hudson-Peacock, CFP® of Southwood Financial Planning on diversification, and what it means to diversify. - What is diversification? - Why diversify? - How do you diversify? https://www.youtube.com/watch?v=Gsjx8P2No1E source Read...

Ep 19: Why women need to take charge of their finances...

Watch Janet Hugo, CFP® of Sterling Private Wealth answer these questions: - Why do women need to take charge of their financial future? - Why are...

Ep 16: How GEPF works regarding pay outs and early retirement

Cheryl van Rooyen, CFP® of Efficient Financial Services shares her knowledge in this quick video. - When can one take early retirement from Government Employees...

Ep 14: Why do people fail at financial planning?

Natasja Hart, CFP® of GCI Wealth answers these questions: - Where should you start when doing your financial plan? - What is the next step in...

Bonus or Tax Refund Anyone?

Are you one of the lucky South African consumers expecting to receive a 13th cheque or tax refund soon? It can bring some financial...

Ep 10: What to look for when choosing a financial planner

Dirk Groenewald, CFP® of Client Care provides clarity in answering these questions: What should one look for when choosing a financial planner? How does...