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
The fundamental need for health and behaviour modelling in retirement planning
Through this merging of technology and investment expertise, Cogence is not only the first truly global discretionary fund manager (DFM) in South Africa, but the first DFM globally to add a layer of personalised health and longevity insight to essentially map out every aspect of an individual’s financial plan, says Adrian Gore, CEO, Discovery
The real significance of the number “93.6%” for financial planners
Given the multiple influences on our behaviour when it comes to investments, simply being educated about investments, and asking us to behave well doesn’t work. The key is to find ways to influence the person and their relationship with their investments, says Rob Macdonald, Head of Strategic Advisory Services, Fundhouse.
Add some “BMT” to your clients’ retirement portfolios
When your clients are on the big stage, in this case retirement, how does their living annuity perform when they need it most? Martiens Barnard, Marketing Actuary at Momentum Investments explains.
Barry O’Mahony, CFP®
Done properly, financial planning is one of the most honourable professions out there because it can make a huge difference to people’s lives, says Barry O’Mahony, CFP®
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Investing’s holy grail?
Investors are often confronted with a range of considerations, from how to access
hedge funds, to which strategies to choose and whether hedge funds are
appropriate for their portfolios, writes Jean-Pierre Matthews of Matrix Fund Managers
‘Braaibroodjies’ are more important than you ever imagined
The standard basket of goods and services consumed by the average South African is not as accurate an indicator of inflation as the “Braaibroodjie Index", writes Guy Holwill of Fairbairn Consult.
Building value in a shifting landscape
Why financial advisers should take note of the Curate Momentum Flexible Property Fund. By Natalie Harrison, Head of Distribution at Curate.
The G20 dividend: Global status can help to secure SA’s economic future
By Hugh Hacking, Executive Head of Structured Investments and Annuities at Momentum Corporate.
Africa’s trillion-dollar decade: don’t miss the boat
Africa is building a momentum that has the potential to define the next decade, writes Moses Njuguna, Analyst at Mazi Asset Management.
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