
Articles tagged as "financial planning"
How to keep the lid on lifestyle creep
In recent years, central banks have grappled with curtailing inflation and easing interest rates at a reasonable pace.
Four rules for making your income last through retirement
Retirees who primarily rely on their living annuity investments to provide them with a steady stream of income are often haunted by the question: How do I ma...
The Olympics of investing: Striving for gold
With the highly anticipated 2024 Olympic Games in Paris on the horizon, all eyes are on the dedicated athletes who have spent their lives chasing gold. Their...
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...
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...
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.
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...
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 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 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...
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...
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 ...
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...