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The essentials of a sound financial plan

25 April 2022

At the beginning of 2020, who could ever have imagined how different the year would turn out, compared with how it started? Recent years have proven one thing – being adaptable, flexible, responding quickly to change and being resilient are traits that we need if we are to survive, and thrive, in a world that’s constantly changing. Sithu Ngcobo, Business Development Manager at Glacier by Sanlam, stresses the importance of financial planning, and ongoing review of your retirement plan, in order to be able to retire with confidence and dignity when the time comes.

Advice differs between jurisdictions

07 March 2022

There are issues facing trustees and advisers in dealing with beneficiaries and clients across the globe.

Budget 2022 - what it means for your financial planning

24 February 2022

A “good news” budget was delivered by the minister of finance yesterday, with a large revenue overrun shielding South African taxpayers from tax increases in the next financial year. The minister was, however, at pains to stress that the revenue overrun was as a result of the current levels of commodity prices and not as a result of our economy faring better from a structural point of view.

Instant gratification label a misnomer with millennials, as they do think about investing for the future

11 February 2022

Old Mutual Unit Trusts is launching a five-part digital investment education series, named Generation Now: Investing for the future, in a quest to demystify investing for young South Africans.

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

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