How to retire in a volatile market
Lourens Coetzee writes about how Marriott Investment Managers endeavors to bring more certainty to retirement planning with an income focused investment style.
How to support your ageing parents financially
Financially preparing for ageing parents is an important responsibility that requires proactive planning and open communication, says Stian De Witt, CFP®, executive head of financial planning at NMG Benefits.
The future of retirement planning: two-pot system insights
According to Matthew Marrian, Chief Operating Officer at InvestSense, the preservation of retirement savings has become an increasingly pressing concern.
Consider paying off debt prior to retirement
Coming to the end of your working career requires a step up in terms of financial planning, says Florbela Yates, Head of Equilibrium.
A new horizon
The Three Piggy Bank system and the future of retirement planning in South Africa, Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth
Annuities: choose wisely
Financial advisors have the critical challenge of helping their clients convert retirement capital into an income stream to see them through their retirement years, says Dr Jeannie de Villiers-Strijdom, CFP®, Senior Lecturer and Postdoctoral Fellow, Department of Business Management, Faculty Economic and Management Sciences, Stellenbosch University.
Retirement Planning – Round Table Discussion
Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on
retirement planning and guiding clients to financial independence.
Retirement coaching: adding value to your practice
When the prospect of full-time retirement looms, your clients will suddenly have many hours of free time to do all those things that they dreamed of during their working life., says Stephan le Roux, CFP®, Financial Planning Coach, Old Mutual Wealth
A comprehensive guide to retirement planning in South Africa
The concept of retirement has evolved dramatically over the past few decades. Traditionally, it signified the end of an individual’s professional journey. However, in today’s dynamic economic climate, retirement is considered a new beginning, says Kobus Kleyn, CFP®, Tax and Fiduciary Practitioner, Kainos Wealth
A catalyst for positive change
The Institute of Retirement Funds Africa is an association that represents and promotes the interests of the retirement industry in South Africa and across the continent to the ultimate benefit of the members of retirement funds. Blue Chip spoke to chairperson, Geraldine Fowler.
- Advertisement -
Most Popular
Why are more South Africans returning to their retirement savings?
Why are more South Africans returning to their retirement savings?
Therese Grobler, Head of Wealth Management at Momentum Financial Planning (MFP) takes a closer look at the emerging patterns behind withdrawals and what they reveal about how people are navigating financial pressure today.
Modern portfolio thinking: How diversification is evolving for today’s markets
In today’s evolving investment landscape, diversification remains central to building resilient portfolios. While traditional portfolios, anchored in equities and bonds, still matter, recent shifts have encouraged investors to broaden their approach.
Listening: the financial planner’s “tape measure”
The key to ensuring the financial plan fits the client’s life, not just their wallet.
ABSA: Putting client needs at the centre of portfolio decisions
Investors and their advisors must first undertake a needs analysis in order to determine the investor’s investment objectives.
Future-proof your move: why your next qualification should be immersive
With AI, globalisation and rapid economic shifts reshaping industries overnight, the skills that guaranteed stability yesterday are quickly becoming obsolete and are being replaced by advanced technologies.
- Advertisement - 
