Newsletters
Financial Focus – November 2012
The stock market is still a man’s world – Are women getting the right advice?
Also in this issue: Guidelines to help entrepreneurs keep their business financially fit.
Download Financial Focus November 2012
Financial Focus – October 2012
Retirement Planning – Why it is important to start saving early.
Also in this issue: Tips to get your financial planning back on track after a divorce.
Download Financial Focus October 2012
Financial Focus – September 2012
Financial Planning for your Parents – Steps you can take if you are concerned that your parents are not financially prepared for retirement.
Also in this issue: How high net worth families can make use of donations in the context of financial planning.
Download Financial Focus September 2012
Financial Focus – August 2012
Leaving a Legacy – Consider how charitable giving can form part of your estate plan.
Also in this issue: Creating wealth in uncertain times.
Download Financial Focus August 2012
Financial Focus – July 2012
How to diversify your investments – When it comes to investing, how can you make sure that you aren’t “putting all your eggs in one basket”.
Also in this issue: A discussion about South African exports and what they mean to our economy.
Download Financial Focus July 2012
Financial Focus – June 2012
Predictions for the global economy and South Africa – With so much uncertainty, I thought I would share some interestesting scenarios put forward by Clem Sunter at a recent financial planning conference.
Also in this issue: What does it mean to invest for the long-term?
Download Financial Focus June 2012
Financial Focus – May 2012
Make your money grow – 6 key ideas to follow when it comes to investing
Also in this issue: It’s true – retiring earlier will ensure you live longer! We look at the research and discuss the reasons for this phenomenon.
Download Financial Focus May 2012
Financial Focus – April 2012
Pre-Retirement Planning – what you need to do in the 5 crucial years before retirement
Also in this issue: Q&A – should you pay off debt before you save for retirement; and part 3 in a series on basic financial planning concepts
Download Financial Focus April 2012
Financial Focus – March 2012
Budget Special: Read a summary on how the budget will effect you in terms of income tax, deductibility of medical aid contributions, sin taxes, capital gains tax and dividend withholding tax. We also look at the plans for national health insurance, tax free household savings and changes to the deductibility of retirement contributions.
Download Financial Focus March 2012
Download Pocket Tax Guide for 2012/2013
Financial Focus – February 2012
A Case Study – Mr & Mrs Jones ask for retirement planning advice (the article was written for Finweek)
Also in this issue: Part 2 in a series on basic financial planning concepts; and Financial Infidelity – are you guilty of keeping money secrets
Download Financial Focus February 2012
Financial Focus – January 2012
What matters most – we introduce the importance of heritage planning
Also in this issue: Perception versus Reality – what really is the reason why many families lose their wealth from one generation to the next; Part 1 in a series on basic financial planning concepts; and an introspective exercise to help you keep “what matters” alive
Download Financial Focus January 2012
Financial Focus – December 2011
How to train your mind for wealth: Tips to get you thinking like a millionaire and opinions of two experts who discuss positive thinking.
Also in this issue: Why SA women should take their personal financial planning more seriously; learn about Rule 72; and start an Emergency Fund.
Download Financial Focus December 2011
Financial Focus – May 2011
Financial Advice at Retirement: Our final article in the series deals with decisions that you need to make when you retire.
Also in this issue: We discuss the advantage of drawing up an ante-nuptial contract before you say “I do”.
Download Financial Focus May 2011
Financial Focus – April 2011
Financial Advice for your 50’s & 60’s: The next article in our series about financial planning throughout your life.
Also in this issue: Are you a Maximiser or a Satisfier when it comes to making choices? Take the quiz to find out where you fall on Schwartz’s Maximisation Scale.
Download Financial Focus April 2011
Financial Focus – March 2011
Financial Advice for your 30’s & 40’s: The next article in our series about financial planning throughout your life.
Also in this issue: How much choice is too much; and different ways to save for your child’s education.
Download Financial Focus March 2011
Financial Focus – February 2011
Financial Advice for your 20’s: The first in a series of articles about financial planning throughout your life.
Also in this issue: Our relationship with money is both financial and emotional. Find out how we learn to deal with money from our parents.
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Financial Focus – January 2011
The A to Z of investing in 2011: comment on the market and global economy from Investec’s Jeremy Gardiner
Also find out when SA businesses are positive about 2011 and how to reduce tax if you’re self-employed.
Download Financial Focus January 2011
Financial Focus – December 2010
SA’s Wealthy, Optimism & Nevertirement: a new report uncovers interesting attitudes among high net worth South Africans.
The latest Wealth Insights report says high net worth South Africans have a very positive outlook on retirement, considering it to be the best years of their lives…
Download Financial Focus December 2010
Financial Focus – November 2010
Entrepreneurship is key to economic growth and job creation
“I could choose to be either an entrepreneur, or work in a corporate environment, but knowing that I have the opportunity to leave a legacy of companies that people love to work for is probably the most exciting thing about being an entrepreneur.” (Tyler Reed, technology entrepreneur)
Download Financial Focus November 2010
Financial Focus – October 2010
Mistakes to avoid when saving for Retirement
A recent study reveals that the average retiree will have accumulated savings to provide a pension of only 30% of the salary they were earning before retirement. We discuss the common reasons for this.
Download Financial Focus October 2010
