by admin | May 7, 2018 | Blog, Financial Planning
2 May 2018 By Jaco Van Tonder, Advisor Services DirectorPensioners who buy a living annuity at retirement often consider their monthly expenses and draw an initial income that would cover these overheads. Thereafter, a common strategy is to increase the rand amount of...
by admin | Apr 20, 2016 | Blog
Geen mens kan fiansiële vryheid geniet sonder beplanning nie. Met beplanning kom insig en kennis, wat gelyk is aan vooruitgang.Moet nie jouself tekort doen nie!
by admin | Aug 26, 2015 | Blog
Your financial adviser is playing a key role in your future. We are just going to touch on three of the most important subjects. Retirement: It is always extremely helpful to hire a financial advisor when the time comes to seriously think about planning for the...
by admin | Aug 11, 2015 | Blog
The great thing about index funds is that they are “set it and forget it” investments. But does that make sense for a retirement plan? Absolutely, and for a number of reasons. First, though, you should understand what an index fund really does. An index fund owns a...
by admin | Aug 3, 2015 | Blog
The main difference is that if a pension fund member retires, the member gets one third of the total benefit in a cash lump sum and the other two-thirds is paid out in the form of a pension over the rest of the member’s life. A provident fund member can get the...
