Savings & Investments

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Savings are not Investments

23 April 2015

All investments are not equally important. Basic investment needs must be fulfilled before others.

Why we don't save enough

22 April 2015

Among the biggest concerns of most investors is the adequacy of savings earmarked to sustain a financially successful retirement. Amplifying this worry are increases in the cost of living and increased longevity.

The difference between saving and investing

24 March 2015

This post was inspired by recent conversations with clients who came to me for financial advice. Most of them used ‘saving’ and ‘investing’ interchangeably. After these conversations I found myself thinking about one of my favourite chapters in Alice in Wonderland, “A Mad Tea Party” and the part that always makes me laugh when I read it despite having read the book countless times.

Tax-free savings accounts can help South Africans achieve their financial goals as part of a holistic financial plan

06 March 2015

South Africa has a poor and fast deteriorating savings culture and decisive action is required from government, industry and the private sector to address the challenge.

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Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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