Articles tagged as "Financial Advice"
Trends shaping the future of investment management
The commonly accepted wisdom is that if we want a glimpse into the future of South Africa’s financial services sector, we should take a look at the United...
How staying the course gives you the long-term edge
In a world where instant gratification is king, it can be hard not to get distracted by the lure of short-term gains. But taking a long-term view of your...
Five ways to build a solid financial foundation
Most of us start our careers in our early twenties and plan to earn an income for about four decades before reaching retirement age. Along the way we will...
How to spring clean your financial habits
Whether you celebrate spring on the first of September or on the 22 nd of the month to coincide with the September Equinox – the official start of the new...
When the reality of saving for retirement sets in
As you approach your peak earning years and start to reap the rewards of the time and effort you have invested in your career, saving for retirement takes on...
What I wish I knew about personal finance and investing when I started working
A first pay cheque tends to mark the start of adulthood and, with a bit of discipline, can mark your first tentative step towards financial independence. Phi...
Investment challenges older investors face
Older investors face a host of challenges entirely different to those faced by their young selves. Sandy McGregor offers a wise perspective for those of this...
What advice would I give to the 30-year-old me?
Your 40s are known to be a challenging decade financially, typically balancing the demands of lifestyle costs, children and their education, ageing parents a...
Personal finance mistakes to avoid in your 20s
Nomi Bodlani reflects on common personal finance and investment mistakes investors tend to make in their 20s. If you can avoid these, you can better position...
Managing clients’ living annuities in uncertain times
Presenting via Zoom webinar, Shaun Duddy discusses the “Rule Book” for managing your clients’ living annuities over the long term and interrogates whether...
Part 5: Why every investor needs an independent adviser right now
Investors are panicked and who can blame them? The market volatility has persuaded some to run for the hills and never look back, while others may be tempted...
A new wave of financial advice
As the world moves into the next phase of technological disruption, independent financial advisers will have to rethink their current offering, focusing on t...
Q&A: Advice in a changing landscape
Advisers are facing a number of challenges at present, including how best to respond in a low return environment and a spike in emigration and queries about...
Manage the investor not the investment
In the spirit of World Financial Planning Day on 2 October and Financial Planning Week, which takes place from 7 to 11 October, is it time to review the way...
The benefits of independent financial advice
Many investors underplay the importance of financial advice to the detriment of the performance of their portfolios over time. A good financial adviser can...
PART 5: The role of financial advice in your investment success
You wouldn’t gamble with your health by not seeing a professional, why do it with your financial future? Consult an independent financial adviser to help you...
Get advice to be more money savvy
Reports show that as a millennial investor you have a savvy attitude towards cash and you want to be in-the-know about how to grow your money. The value of...
Should you see a financial adviser?
With World Financial Planning Day happening on 4 October, there is no better time to get your financial house in order. If you have never sought the help of ...
The role of financial advice in your investment success
You wouldn’t gamble with your health by not seeing a professional, why do it with your financial future? Consult an independent financial adviser to help you...
The pitfalls of investing, and the role of financial advice
Many investors lack the time, knowledge and experience to invest successfully, often encountering difficulties that could have been avoided had they taken...
What are the merits of good independent advice?
Many investors lack the time, knowledge and experience to invest successfully, often encountering difficulties that could have been avoided had they taken...
