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Jun 26, 20223 min read
Minister urges South Africans to build their houses on rock - Why this has a profound meaning for yo
In his recent budget speech, Finance Minister Tito Mboweni warned South Africans that “the storm is not over”. Although lockdown...
Jun 26, 20225 min read
Is the annuity debate shifting back to life, from living?
It would serve South Africa’s financial advisers and financial planners well to walk some miles in their client’s shoes. In so doing they...
Jun 26, 20222 min read
A flexible way to ensure your retirement income lasts for the rest of your life
Living annuities remain a popular option for investors at the point of retirement. However, with the income flexibility and the...
Jun 26, 20224 min read
Supplementary budget lays bare the challenges ahead
Momentum economist and head of financial advice weigh up the holes in the budget, look at the challenges ahead and share insight on how...
Jun 26, 20228 min read
About to retire: Plan for the future
Many people in retirement simply neglect to continue planning. They see their retirement date as an end to planning for their future. It...
Jun 26, 20225 min read
How to manage your living annuity in uncertain times
Presenting via Zoom webinar, Shaun Duddy discusses the “Rule Book” for managing your living annuity over the long term and interrogates...
Jun 26, 20222 min read
Drafting a Will during the COVID-19 Lockdown
Life in lockdown during the Covid-19 pandemic has given people time to reflect on their personal affairs, leading to an increase in...
Jun 26, 20223 min read
A post-budget guide - what to talk to your financial adviser about
Three P’s you need to discuss with your financial adviser after the recent emergency budget speech. Although the supplementary Budget...