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5 Top Tips to Staying Rich

There is no formula for instant wealth – but for some, it can become a reality overnight and, if not managed correctly, this dream can easily turn into a nightmare. If you happen to inherit an astronomical sum, receive a massive bonus, or fortuitously sell a property for a lot more than you paid for it, then follow these useful tips that we found in an article published by Fin24 that will help you to successfully […]

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5 things to do before going away

The school holidays are coming and it’s easy to feel overwhelmed with so many things to remember to do before you go away. But here are five quick and easy pointers that will make your holiday as carefree as possible – and even save you money in the long run – so that you can focus on enjoying time with your loved ones. 1. Service your vehicle If you’re planning to set off on an overland […]

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Financial Flu

It’s that time of year again in the southern hemisphere. The days are shorter, the nights are long and cold; dressing gowns and woolly jumpers have replaced sunblock and shorts. Another thing that is common in winter is the flu, so this article published on MoneyWeb seemed particularly apt for the season. According to the article, a recent financial wellness survey carried out by Sanlam highlighted that 73% of middle-class South Africans experience financial stress. This […]

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How to Create Wealth in an Uncertain World

Creating wealth is a long-term process that requires patience, resilience and a strong strategy that can weather the global investment storm that has been raging in recent times. As you embark, or continue, upon your journey to financial independence, it is important to wholly understand the investment landscape, or have an advisor you trust, in order to successfully navigate the ups and downs of a stormy market and exploit the nuances of profit-yielding opportunities. What exactly, […]

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Keep Calm and Carry On

When it comes to investments, it’s important to stay focused on the bigger picture – even though the effect of recent political events in South Africa may have you itching to move your investments out of the market and into cash. The instinct to do this arises from the fact that cash investments are readily available for use and are free of most investment risk. The low risk of a bank failing is essentially the only […]

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Keep your Retirement Options Open

It’s never too early to start planning for your retirement, and help is at hand if saving for the future ever feels confusing or overwhelming. The key is to think like a wilderness explorer and always be prepared! Be open to what could happen in your autumn years. For example, if you live to the impressive age of 95, you may very well want to buy two new cars and move home at least once during […]

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Rich for distress

In the aftermath of South Africa’s downgrade to junk status by two major ratings agencies, it is feared that the country will begin a self-reinforcing downward spiral. Until the end of 2016, Azar Jammine, the director and chief economist of Econometrix, felt that the nation was experiencing a “slow erosion, not a huge slump.” However, in an article published in October last year by the Mail & Guardian, Stanlib’s chief economist, Kevin Lings, warned that the […]

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How to Reduce Estate Costs

A death is often a traumatic enough event, without the added burden of dealing with estate matters. Unfortunately, many people underestimate the costs related to death, especially the smaller fees that quickly add up. Consequently, loved ones sometimes find themselves in situations where they have to sell valuable assets in order to settle the outstanding debts of the deceased. In an article recently published on Moneyweb, the chairperson of FISA, Ronel Williams, offers advice on how […]

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The Value of Good Advice

Positive steps to regulate and improve the conduct and professionalism of the financial planning industry have been made over the past months and are now coming to a point where it will impact our clients. These steps have been called the Retail Distribution Review (RDR). On the surface, RDR is looking to turn the commission-based world of financial advice on its head and render it a fee-charging service – just like any other professional service, such […]

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