Beplanning onderwerpe
As the festive season approaches, many families are gearing up for the holiday rush—but the excitement of giving and celebrating can often bring financial stress. To ensure you enjoy the holidays without sacrificing your long-term financial health, Velmah Nzembela, Head of Group Corporate Affairs…
By: Sanan PillayAs the investment landscape evolves, alternative investments have proved to be a key strategy for mitigating risk, enhancing returns, and accessing opportunities beyond traditional asset classes. Whether through private equity, infrastructure, or private credit, these assets offer…
As Valentine’s Day draws near, a time for expressing love and appreciation, it might be worth considering a different approach to gift-giving this year. While jewellery and flowers are traditional favourites, gifts that offer lasting value and contribute to a brighter financial future can be even…
RAGING BULL AWARDS 2025NOMINATED FUNDSCERTIFICATES: FOR STRAIGHT PERFORMANCEOVER THREE YEARS TO 31 DECEMBER, 2024(16 CATEGORIES)1nvest Global REIT Index Feeder Fund1nvest S&P500 Index Feeder FundAbax Balanced Prescient FundAbsa Sanlam Multi Managed Passive Accumulation FundAllan Gray-Orbis…
Alexforbes has unveiled pivotal insights from the implementation of the two-pot retirement system, a transformative change in South Africa’s retirement fund sector introduced on 1 September 2024. The system is designed to balance long-term savings with immediate financial needs, ultimately…
What’s Your Investing Love Language?By: Lauren Jacobs Knowing your ‘investing love language’ is an important part of your investing journey, giving you insight into what matters most regarding your money and milestones. The Five Love Languages are well known. Knowing the love language that you…
As Valentine's Day approaches, the Southern African Fraud Prevention Service (SAFPS) urges South Africans to remain vigilant against fraudsters and scammers who are increasingly targeting social media and dating apps to perpetrate romance scams and social engineering fraud.What is social…
As university students across the country prepare for the 2025 academic year to kick off, tuition fees, living expenses, and study materials are likely top of mind. However, Karen Rimmer, Head of Distribution at PSG Insure, says short-term insurance for students and their families should not be…
By: Ernest NorthThe start of a new year is the perfect opportunity to revisit your budget and reassess key expenses — including your home contents and building insurance. Neglecting to update your insurance can leave you underinsured, with outdated coverage that doesn’t account for changes in your…
By: Lee HancoxJust when you thought you could finally enjoy your own money, they move back! Globally, many young people are either waiting to move out of their parents’ homes or ‘boomeranging’ back to live with their families, for economic or lifestyle reasons. How to navigate the financial…
As we welcome a new year, many South Africans are re-evaluating their priorities and seeking meaningful ways to support their loved ones. While traditional gift-giving often focuses on material items, this is the perfect time to think beyond the ordinary. In an era of financial uncertainty, gifting…
By: Jashwin Baijoo and Micaela PaschiniThe South African Revenue Services (Sars) has unearthed a new source of tax revenue collection – cryptocurrency trading and investing!With their purview unlimited, Sars has confirmed their ability to receive information directly from local crypto…
Traders around the world have braced for volatility following President Trump’s aggressive new tariffs on Mexico, Canada, and China. Canada has already announced retaliatory measures, while Mexico and China have signalled their intent to retaliate, heightening fears of a trade war.While the tariffs…
By: Nicola MawsonSouth Africans went through some very turbulent times last year. According to the latest available statistics from the National Credit Regulator, as of September 2024, there were 28.2 million credit active consumers with a total of 96 million accounts between them. Of these, a full…
By Asavela GweleThe economic reality in South Africa today leaves many middle-class households grappling with mounting expenses, dwindling disposable income, and a persistent inability to save for retirement. Insights from 10X Investments’ Retirement Reality Report underscore a troubling truth: a…
By: Hannah Myburgh The strength of any retirement plan lies in the accuracy of its assumptions, with one of the most critical being the calculation of post-retirement income. Consider the following key factors when planning for your retirement years:AccommodationMany retirees aim to downscale their…
The Johannesburg Stock Exchange (JSE) has announced that it has launched its "Claim It" campaign, urging South Africans to check if they are potential shareholders owed a portion of the R4.5 billion in unclaimed dividends.The initiative is a collaborative effort between the JSE and some of the…
As we welcome a new year, many South Africans are re-evaluating their priorities and seeking meaningful ways to support their loved ones. While traditional gift-giving often focuses on material items, this is the perfect time to think beyond the ordinary. In an era of financial uncertainty, gifting…
By: John-Paul Fraser, and Chavaughn PhillipsMeet Peter X. He is living the good life abroad, but only because he works hard for his money. With tax filing season upon him, he will do well to determine what tax relief is available to him on his foreign-earned …
By: Debra Slabber and Praleena MudleyWe all kick off a new year with certain resolutions and goals, whether health, career, family, travel, or financially orientated. Having goals in place is a great way to keep human beings focused, and motivated and it provides a sense of purpose. However, it's…