Tag: Financial Planning


  • Bite-Sized Q3 2023 Economic Analysis: A Brief Overview

    Bite-Sized Q3 2023 Economic Analysis: A Brief Overview

    Persistent inflation in Q3 2023 compelled central banks to extend higher interest rates.
  • The TVC Economic Review for Quarter 2, 2023

    The TVC Economic Review for Quarter 2, 2023

    In Q2 2023, a notable challenge was the persistence of inflation, leading to central banks, such as the U.S. Federal Reserve, navigating the delicate task of addressing rising prices while maintaining economic stability.
  • Why you should offer group benefits at your business

    Why you should offer group benefits at your business

    Besides offering a good salary, there are other ways that you can make your business a competitive place to work, such as offering group employee benefits. But what are group benefits?
  • How to save on your short term insurance

    How to save on your short term insurance

    Short-term insurance, generally speaking, refers to the cover for possessions; such as your car, your home and its content (furniture, televisions, appliances, etc.) as well as portable possessions (laptops, jewelry, cellphones, clothing, etc.). This cover applies to either the loss of a specific item or against a particular event over a period of time.
  • Preparing for the worst is the best for you and your family

    Preparing for the worst is the best for you and your family

    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?
  • SASRIA Cover Explained

    SASRIA Cover Explained

    After the recent unrest which saw widespread looting and vandalism suffered in areas of Gauteng and KwaZulu-Natal between 9 and 19 July 2021, the loss count has revealed the true impact as devastating. In instances such as this, businesses might typically turn to their insurance provider to compensate for the losses. However, the catch is that most insurers do not cover political unrest and looting.
  • Understanding Your Retirement Plan – Will You Make It?

    Understanding Your Retirement Plan – Will You Make It?

    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.
  • Asset Classes Explained

    Asset Classes Explained

    ‘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?

    Why should you talk to your financial adviser regularly?

    Why should you talk to your financial adviser regularly? Here we provide 9 reasons to engage with your financial adviser. Financial Freedom starts here…
  • What does it mean to invest in an investment fund?

    What does it mean to invest in an investment fund?

    Too often financial advisers jump straight into portfolio construction and risk profiling without explaining the fundamental investment principles. Therefore I have decided to write this article to explain the basics of investing in an Investment Fund.