INVESTING IN ETF’S FOR KIDS

If you are interested in investing for your children’s future education, a good way to achieve this is with exchange-traded funds (ETF). It is best advised to have a balanced portfolio spread over multiple asset classes so as to reduce volatility and enhance performance potential. You should consider the following points when setting up education […]

10 TIPS FOR FINANCIAL PLANNING

Do you want to begin your 2015 financial year on a good note? Then what better time to review your financial plan! A financial plan provides you with the financial security to overcome unforeseen events and map out a financial future for yourself. When creating a financial plan you need to identify key achievable goals […]

THE TOP 3 REASONS THAT SOUTH AFRICANS SAVE

FNB recently did a study of the top reasons why South Africans choose to save their money in a culture with a penchant to spend, spend, spend. The results of the study show three main outcomes for which people save, prioritized differently depending on the income bracket of the person. The three main reasons for […]

REVISING YOUR RETIREMENT ANNUITY

Retirement annuities form a staple for many people’s financial saving diet. Seeing that it is such an important investment it would be wise to not let it stagnate and lose. The fees charged on RA’s have undergone significant change over the past years, if you have been investing into your RA for more than five […]

PLANNING FOR FINANCIAL SUCCESS | PART THREE

HINDSIGHT IS ALWAYS 20:20 If a person has perfect vision in both eyes, they are considered to have 20:20 vision. Whilst we can not always predict what will happen in the future, it always seems easy to see the things that have happened in the past with great clarity. Hence, when we look back, events […]

PLANNING FOR FINANCIAL SUCCESS | PART TWO

DON’T PUT ALL YOUR EGGS IN ONE BASKET Whilst you may not be investing in eggs, this centuries-old wisdom applies wholeheartedly to modern day investments. As part two of last week’s article, let us quickly remind you that whatever your goals, unless you win the lotto, you will not move passed average unless you fully […]

PLANNING FOR FINANCIAL SUCCESS | PART ONE

LOOK BEFORE YOU LEAP. It’s a phrase spoken often to the young and exuberant, but one that we forget still applies as we get older… It is reasonable to assume that you desire financial success for yourself and your family and you may even have your sights set on becoming fabulously wealthy. Some of us […]