In an article recently published on Moneyweb Today (by Paul Leonard, CFP, Regional Head, Citadel), several points were made that succinctly provided useful insight for those considering the options about investing in a TFSA, and deciding whether or not it would be the most appropriate savings vehicle. Before making any final decisions, itās always best […]
Category Archives: Financial Planning
Valentineās Gift Ideas
The best gifts are the oneās that show deep consideration for the recipient. That means that Valentineās Day is not just about flowers, chocolate, biltong and a cute travel mugā¦ itās about knowing your partner and buying them something that they would truly love! So here are some pointers for this Valentineās day for expressing […]
The Cost of Living in South Africa
Every year we see an internal migration of individuals and families between the major cities of South Africa – mostly for work reasons. These decisions are sometimes thrust upon us due to simple economics, but other times we are able to explore the opportunities and the pros-and-cons of living in a new city. But how […]
Medical Aid vs Dread Disease Cover
If you are paying for both Medical Cover and Dread Disease Coverā¦ you may ask yourself why? The cost of living keeps rising and in the year ahead we can expect more increases that will put pressure on our hard-earned and diligently saved resources. This doesnāt have to be bad news – it can encourage […]
Lessons Learnt from Investing in 2016
Having recently read a report from the CEO of PSG Asset Management, Anet Ahern, here are a few key pointers that our top minds in the investment sector will be carrying with them as we start 2017. 1. The best investment decisions arenāt always the most comfortable During the first two weeks of 2016, a […]
Slow Down. Appreciate.
If youāre anything like me, you may find that after youāve had a holidayā¦ you feel like you need a holiday! Our pace of life is currently so fast that even when weāre on holiday, or trying to take things a little slower, we donāt actually get to relax or rest as much as we […]
What are you paying for?
With the recent announcement of some higher-than-expected increases to medical cover products for 2017, many people are reconsidering their medical cover for the immediate future and re-assessing their financial plans to ensure that they are still working with the best portfolio for their lifestyles, their families and their businesses. Whilst the year-ahead increases will cause […]
Teach your children about financial goals
Preparing your children for their financial future is one of the greatest gifts you can give them. For many parents, talking about money can be an uncomfortable subject and discussing finances with your children can feel both personal and scary, but they need to learn if they are to make wise decisions concerning their own […]
The power of positivity and a good plan
Have you ever told yourself, āWhen I have more money, Iāll be happierā? How about, āIāll never be able to pay off this debtā? These sort of toxic money thoughts are holding you back from financial success – and happiness! A good financial plan needs to be attainable and measurable, those expressions are neither. The […]
Mid-Year Financial Review
When are you most likely to check on your investments? Is it when they are doing well, or is it when the markets are down and youāre feeling anxious? Chances are itās the latter. This isnāt always the ideal time to make investment decisions as emotions are running high. Thatās why taking the time to […]