Savings & Investments

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3 ways a tax-free savings account can help you build wealth

30 January 2024

Building wealth involves a combination of strategic financial planning, personal discipline and maintaining a long-term perspective. Unlike chasing short-term gains or ‘quick’ returns, building wealth is a process that takes many years and requires consistent action.

How to help Gen Zs soft save today for a confident tomorrow

28 November 2023

Like all generations, Gen Zs view the world through a particular set of lenses and their unique financial lens is no exception.

Plugging retirement funding GAPs with hybrid solutions

14 November 2023

Hybrid solutions made up of an innovative mix of life and living annuities are rewriting how financial planners can help their clients navigate longevity and market risks. Although a bit of a product shop, the recent Momentum Investment Retirement Reimagined 2.0 webinar offered some valuable insights into the long-term benefit of including guaranteed annuities in a client’s living annuity portfolio. The asset manager supported its views with extensive data from its own customer base, illustrating how to side-step the so-called living annuity risk spiral.

4 Ways to automate your savings for a secure future

03 November 2023

World Savings Day, which was recently observed on October 31, is aimed at promoting good savings habits to secure a better future for individuals and countries like South Africa where the savings rate is among the lowest in the world.

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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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