Articles tagged as "Financial planning"
Tax tips as we head into the 2023 tax season
The end of February sees the tax year draw to a close – an opportune time to ensure that your tax affairs, and tax details, are up to date, and to consider...
Putting the "personal" back into personal finance
Tamryn Lamb, head of Retail, examines the value that independent financial advice brings to long-term investing success.
Get your affairs in order during National Wills Week
It is difficult to confront our mortality, but the fact is that we are all going to die one day and leave our loved ones behind. As a result, it is important...
Five financial lessons for women
In honour of Women’s Month, Tamryn Lamb, head of Retail Distribution, reflects on the top five financial lessons she has learnt along her investment journey.
Financial advice helps you sail through your investment journey
Have you considered engaging the services of a good, independent financial adviser? Cedrick Pila explains why having a financial adviser is much like going o...
Overcome impostor syndrome this Women’s Month and own your throne
This pandemic has been a blunt reminder that while we can’t control our environment, there is no time like the present to take control of our journeys, or to...
How to own your throne
In the spirit of paying it forward, six inspiring women from Allan Gray and the financial advice arena, shares insights on how to take ownership of your...
Unpacking saving and investing
Saving and investing are both important ingredients for building a sound financial foundation, but they are not the same thing. They have different purposes...
Investment lessons for sharing
Money is a polarising topic, yet it is an important subject that greatly influences all of our lives. Opening up the space for money conversations can...
Get your investment questions answered
The pandemic continues to impact all South Africans and has resulted in many of us having to make difficult decisions about money. Some of us have had to tap...
Levelling up your finances as a young professional
As young people, it is easy to make financial decisions that benefit us in the moment at the expense of our future needs.
Five ways to build a solid financial foundation
Most of us start our careers in our early twenties and plan to earn an income for about four decades before reaching retirement age. Along the way we will...
Habits that set successful investors apart
When investing, sometimes the best course of action is to do nothing. Having the ability to block out the noise, and look through the cycle, are some of the...
Building a legacy: Part 2
Successfully building a legacy for our loved ones hinges on the strategies we put in place to achieve our financial goals. In the second of a two-part Zoom...
Looking at the woman in the mirror
The current pandemic may have thrown things out of kilter, but it has also provided us with an opportunity to reflect on all the aspects of our lives,...
Lessons from lockdown
It is often said that challenges enable us to discover things about ourselves that we didn’t know. If this is true, 2020 has undoubtedly been a year of...
Do you have an emergency fund?
By proactively building emergency reserves, you will be able to respond to life’s crises without compromising your financial standing, or taking on expensive...
Take charge of your finances during COVID-19
As we think about the day-to-day impact of the COVID-19 pandemic on our families, friends, colleagues and communities, it’s easy to lose sight of our long-te...
Part 3: How to be a resilient investor
To be a successful investor, you need to understand what you are getting yourself into upfront, make sure you are comfortable, and then buckle in for the rid...
Part 5: Why every investor needs an independent adviser right now
Investors are panicked and who can blame them? The market volatility has persuaded some to run for the hills and never look back, while others may be tempted...
Part 2: How to recalibrate your budget in the wake of COVID-19
As we all long for the life we had before COVID-19, are there any adjustments from the life that’s been thrust upon us that should be incorporated? Tamryn La...
Part 1: Staying future focused amid a global pandemic
As world leaders grapple with the broader challenges brought on by the COVID-19 pandemic, it has become apparent that the socioeconomic consequences will...
Look after your financial health during COVID-19
With the COVID-19 pandemic spreading across the globe, remaining healthy is naturally top of mind. While we are all prioritising the health and wellbeing of...
What can we learn from the Springboks when it comes to setting financial goals?
Rassie Erasmus took over as Springbok coach with 618 days to the Rugby World Cup. At the time the state of Springbok rugby was dire, with the team having los...
Seek financial advice to help you meet your financial goals
The spotlight falls on the importance of having a financial plan during Financial Planning Week, taking place from 7 to 11 October 2019. With this in mind,...
The benefits of independent financial advice
Many investors underplay the importance of financial advice to the detriment of the performance of their portfolios over time. A good financial adviser can...
Give your finances a fresh start
The first few weeks of a new year can feel like a clean slate: Past imperfections are relegated to history and you can redefine what you want to achieve in t...
The simple answers to investing
Is the very thought of planning a barrier for you when it comes to investing? Or are you guilty of overanalysing and underacting? Wanita Isaacs investigates...
How to tame temptations
A survey conducted by the University of Pennsylvania a few years ago asked respondents to rank their strengths in 24 different skills. Self-control ended up ...
Take charge of your finance this Women's month
A man is not a financial plan and women today are becoming more aware of the fact that they must take ownership of their finances. August is Women’s month, s...
Are you on track to achieve your 2017 financial goals?
With 2017 in full swing, make sure you stick to your new year’s resolutions when it comes to your personal finances with the below five-point checklist...
Considering getting financial advice? Four key questions to ask your adviser
You wouldn’t gamble with your health by not seeing a professional, why do it with your financial future? Independent financial advisers can make a significan...
