ARTICLES RELATING TO FINANCIAL PLANNING

Don't DIY these 6 financial steps

2019-04-06 08:00

DIY is a great choice - but not always for financial planning, says Lee Hancox.

Future generations 'will have to work into their 80s to save for retirement'

2018-12-14 12:47

The financial planning industry faces a challenge: how to factor in ever-increasing life expectancy when it comes to retirement savings.

Smart tips: what to ask your financial advisor

2018-08-26 18:45

It would be wise to "do your homework" before you decide on the financial advisor you will entrust the planning of your future to, suggests an expert.

Rot is killing jobs

2018-08-05 05:45

The Financial Planning Institute will shed staff through a retrenchment process following the shutdown of its exam unit, which is being investigated because of suspected corruption.

What constitutes bad advice

2017-09-03 06:00

Due to the recent poor performance of living annuities, City Press has been receiving complaints from investors who claim they received bad advice and want to cash in the investment.

Major exam fraud uncovered at Financial Planning Institute

2017-06-16 13:35

Major exam fraud was uncovered at the Financial Planning Institute of South Africa which will lead to the prosecution of some of its staff members.

Quick tips! How to use life cover to boost, preserve your pot of assets – Dawn Ridler

2017-02-06 18:51

A money expert explains how life cover works and where disability and dread disease insurance fit into the picture, giving advice on how to choose cover that is right for you.

How to become wealthy: Apply this simple formula – money expert

2016-10-05 19:51

Why did some obvious candidates for the rich league fail while others became wealthy against the odds? A money expert explains the simple formula behind wealth-building.

Want to be financially successful? Here's what the experts have to say

2016-09-18 06:28

Three financial advisers share their motivations, advice, and the rewards of the job.

Wealth depends on how much you save

2016-05-27 07:00

It is a fallacy that only lower-income earners must plan their finances carefully – even the rich can end up struggling after retirement if they spend recklessly.

 

Your partner is not a substitute for financial security - experts

2018-12-31 17:15

Women need to consider that if they are the breadwinner, they also need to take on responsibility to plan for the financial security of their families, say experts.

Warren Ingram on what to ask your financial planner

2018-10-30 06:30

Do financial advisors add value? Yes, if you know how to choose and make use of them, says Warren Ingram.

This is how you can – in 30 seconds - beat the urge to spend, according to one of SA’s top financial planners

2018-08-22 07:36

Promotional emails are created to make it as easy as possible to get between you and your hard-earned money.

Don't wait for lady luck

2018-07-31 08:21

Money does not grow on trees, and it is very unlikely that you will win the lotto. Simply put: Financial success comes down to discipline and living within your means.

Life after fame: When super-rich stars go bankrupt

2017-07-17 05:00

Seventy percent of people who receive a large windfall of money end up going bankrupt a few years later, according to research. Former tennis star Boris Becker is a case in point.

Financial planning losing pale, male domination

2017-03-10 17:08

The number of women holding Certified Financial Planning® professional status was above 30% of the total for the first time in 2016.

Beware of Wayne (Zane) Wilson, warns FSB

2016-12-22 12:53

The Financial Services Board has warned the public not to do business with a man operating under the number belonging to financial service provider Advantage Wealth.

Six steps to simplified financial planning

2016-09-28 10:45

Trust is a vital ingredient in the relationship between client and financial planner, says an expert who provides guidelines for effective financial advice.

Don't lock in permanent losses

2016-06-22 08:00

Anet Ahern, CEO of PSG Asset Management, looks at how you can prevent permanent losses to your investment portfolio

The game plan for possible retrenchment

2016-05-10 10:23

Are you financially prepared for retrenchment? Expert financial planners discuss how you can take action to secure your financial future in case you lose your job.

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