All

Explore the Category

Even experienced financial planners occasionally forget

04 September 2023

Financial planning, including wills and estate planning, are an integral part of building financial resilience across female society. This sentiment emerged during a recent Discovery Life Women’s Month Virtual Media Roundtable, during which the insurer drew attention to the role that South Africa’s financial planning community plays in creating financial plans that protect clients and clients’ families from death and disability events.

Trusts remain an effective family financial planning tool, despite stricter tax controls

28 August 2023

Despite having fallen out of favour in recent years due to the implementation of stricter measures to prevent tax avoidance, trusts are still one of the most effective estate planning tools for families, even more so when you take family pricing into consideration.

Achieving succession planning success: The importance of a holistic succession strategy

28 August 2023

Business succession planning is often an overlooked aspect of leadership for many business owners, most of whom tend to consider it only when retirement is imminent and the need to hand over the reins becomes apparent.

Take a second look at your finances to end the year on a positive note!

21 August 2023

During times of economic uncertainty, staying on top of personal finances becomes more critical than ever. Some people kickstart positive changes for the year ahead during January and others know that resolutions can be made anytime.

quick poll

Question

As an adviser reading this article, which discipline do you find most important for retirement planning?

Answer

Improving preservation decisions Managing debt before retirement Ongoing member-fund engagement Setting a target pension

View the Results

Empowering South African women through financial independence

15 August 2023

5 Things women wish they could tell their younger selves about money and investments

03 August 2023

SA’s millionaires head for the exits – and here’s where they are going

02 August 2023

Mind over money matters: Take these steps to nurture your financial mindset

01 August 2023

Wealthy families at risk of losing their wealth in 2nd and 3rd generations - Considerations for creating a successful intergenerational wealth

28 July 2023

RSA’s multi-millionaires caught off-guard at death

19 July 2023

Drawing up a South African financial plan made easier for planners and students

23 June 2023

Leaving a legacy, intergenerational wealth, or succession planning? Is there a difference and why you should care

22 June 2023

« ‹ 19 20 21

23 24 25 › »

Financial Planning / All