October 11, 2022

The FPI’s Tax Planning workshop to tackle current changes in the industry

Join the Financial Planning Institute of Southern Africa (FPI), on 29 November 2022, for a workshop on Tax Planning for an in-depth presentation on these topics. This will be a half-day online webinar.
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October 6, 2022

Umbrella trusts in action

‍The estate planning advantages of trusts are well known, but trusts have traditionally been beyond the reach of the man in the street. Where stand-alone trusts have been set up they are often unnecessarily expensive and a burden to administer.
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October 6, 2022

The Future is so bright ….

In my experience, over a 40-year career, there has never been a time as conducive to a thriving financial advice environment as today. Sounds a bit optimistic, taken the state of our country and the global economy, Tony van Niekerk unpacks what informs his statement.
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October 4, 2022

Time to spring clean your personal estate document file

Terms and conditions, legislation and administrative changes occur across the financial, insurance and legal industries at an ongoing pace, therefore making sure you are up to speed can, save you money and protect you from future complications.
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October 3, 2022

Putting the personal back into personal finance

With the focus falling on Financial Planning Week between 3 and 9 October, there is no better time to get your personal finances in order. In the piece below, Tamryn Lamb from Allan Gray looks at how investors can get personal with their finances this month.
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October 7, 2022

Helping people become more financially literate

Every year on September 8, we celebrate International Literacy Day, and South Africa has just saluted the importance of financial literacy with Money Smart Week South Africa (from 29 August to 4 September 2022).
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