Welcome to Personal Finance 101. Our commitment to innovation lead us to start a podcast with the purpose of providing financial education to our audience. For our first episode, we cover the topic of Tax Efficient investments.
If a global pandemic reminds us anything, it’s that our mortality is vulnerable and that life is short and precious. Perhaps you have already planned for the possibility of an untimely death, but what about if you were unable to work because of an illness or injury?
94% of South Africans cannot afford to maintain their standard of living once they retire. To have a comfortable, secure and fun retirement, you need to build the retirement plan that will fund it all.
Investing in offshore markets is an important consideration for South Africans looking to secure their financial future through investment solutions. With local markets providing historically low returns, there has been an increased interest in investing offshore.
There are many important considerations when investing offshore, but investors often tend to focus their attention exclusively on the Exchange Rate. Many are reluctant to invest when the Rand has weakened. The benefits of investing offshore often tend to outweigh potential gains made by trying to time the investment decision.
‘Asset classes’ is a term that describes groups of securities that act similarly in the marketplace. There are several different asset classes, but for individual investors, the most important are equities, bonds, cash and alternative.
Why should you talk to your financial adviser regularly? Here we provide 9 reasons to engage with your financial adviser. Financial Freedom starts here…
