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Financial planning is a must-have

03 March 2020

South Africans are indebted as they consistently depend on credit cards to pay for day-to-day expenses.

Sound financial planning boosts small businesses – and you

05 October 2017

It takes sound financial awareness, advice and planning to grow a small business into a company that can afford to employ others and make a positive contribution to South Africa’s economy, says John Manyike, head of financial education at Old Mutual.

Financial advice for my teen self

13 July 2017

Money is a wonderful thing and in a world of PlayStation and “in-app purchases” it is so easy to spend money and have very little to show for it. When I think back to my teen years, it is fair to say that I had very little spare cash, if any. And while I was “in the moment” it was even harder to imagine that the few cents that I did have could be stretched far enough to be anything but frivolous with it.

Financial planning: a business reinventing itself

12 July 2017

The world is currently poised at a very interesting point and we’re facing significant challenges economically and politically. These challenges are not new, but we need to prepare our clients for a few rough years ahead.

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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