News & Insights


What Is Holistic Wealth Management

Find me on: Facebook LinkedIn Twitter When you’re trying to lose weight, you quickly learn that no single health change is going to get the job done. If you focus on nutrition but forgo exercise, you won’t reach your goal. (You might reach it, but you are not likely to maintain it or improve upon it.) Lik...
January 18 2019 By Norm Boone - www.mosaicfp.com Financial Planning

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Three Ways Holistic Financial Planning Can Enhance Your Share Portfolio

You may have started out with a small amount of money which seems unimportant to include in your plan, or perhaps it is one area of your financial plan you want to retain control over. Perhaps you are motivated by those weekend conversations around the braai, and simply want to be able to take part. Whatever the reason, investors may not apply the ...
January 18 2019 By By Grant Meintjes, Head of Securities, PSG Wealth. Financial Planning, Holistic Wealth Management

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How School Leavers Can Manage Their Finances

You might be free from school, exams, late nights and early mornings, but being careless and carefree with your money is about to be a thing of the past. Bring on the expenses! If you haven’t already, you need to put your hard-earned pocket money in a bank. This will help you keep track of money coming in and out. But which bank is the right...
January 04 2019 By moneysmart Financial Planning

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Give The Gift Of Education This Festive Season

With the December holidays edging closer, most people are still keeping a close rein on their spending as costs everywhere seem to continue to rise. However, with the fantastic saving opportunities available with tax-free investments, this festive season is a good opportunity for South Africans to consider longer lasting gifts for their children. ...
December 19 2018 By Nedgroup Investments Financial Planning

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10 Ways To Save Money This Christmas Without Losing The Sparkle

With Christmas just around the corner, many people are feeling the financial crunch when they think about all of the gifts they need to purchase for friends and family. The current economy has left many people with less money to spend on gifts that they’re used to having. The truth is that you really don’t need to worry. There are many...
December 13 2018 By Tracy Collins - LifeHack Financial Planning

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How To Approach Your Finances This Festive Season

In the hive of festive activity, it’s easy to forget your financial goals and spend more than you planned. Next thing you know, it’s the New Year and the long month of January, with its all too familiar financial hangover, is stretched out before you. When it comes to finances, we know theoretically what the right b...
December 10 2018 By Lettie Mzwinila - Allan Gray Financial Planning

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5 Black Friday Shopping Tips

Black Friday, this year on November 23, offers some of the lowest prices of the year on many consumer goods including TVs, other electronics and toys. Savvy shoppers save hundreds or even thousands of dollars on this single day. Shopping on Black Friday is extremely hectic and overwhelming due to so many amazing deals. Stores open extremely early ...
November 17 2018 By www.moneytips.com Black Friday, Financial Planning

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Get advice to be more money savvy

Reports* show that as a millennial investor you have a savvy attitude towards cash and you want to be in-the-know about how to grow your money. The value of advice is the focus this World Financial Planning Week, happening in the first week of October, and World Financial Planning Day on 03 October 2018. There is therefore no better time to get you...
November 01 2018 By Lettie Mzwinila, Allan Gray. Financial Planning

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The Four Fundamental Skills Of All Investing

We are excited to introduce guest contributor Morgan Housel, a partner at the  Collaborative Fund (US), and an expert in behavioural finance and investing history. In his book Succeeding, John T. Reed wrote one of the smartest things I’ve ever read: “When you first start to study a field, it seems like you have ...
October 17 2018 By Morgan Housel, a partner at the Collaborative Fund, a US venture capital firm Investing & Markets

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Competitive Cash Products To Suit Your Savings Needs

Noble Wealth Management (Pty) Ltd has partnered with Investec to offer you cash solutions that can be tailored to meet your savings needs. Using Investec’s Corporate Cash Manager (CCM), an innovative and secure online banking system, we ensure your money continuously works hard for you while giving you access and flexibility at highly competi...
September 28 2018 By Investec Asset Management

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Stress Less

In our modern day lifestyle, we often neglect the magnitude of stress that we inflict on our bodies. Chronic fatigue is becoming a massive pandemic with people questioning the cause as to how they can be feeling utterly exhausted all the time. Stress as a whole can be subdivided into two categories: Perceived stress which includes thing...
September 19 2018 By Health Renewal Health

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Help Fight Financial Crime

Fraud is not new, but it is changing. New technologies have revolutionised the way we socialise and do business, but living in an always-on culture has made us more vulnerable to fraud than ever before. This International Fraud Awareness Week, we’re asking you to join the fight against financial crime. We spoke to Senior Inves...
September 10 2018 By Carminda Sasman, Sanlam’s Forensic Services - Sanlam.co.za Financial Planning

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Surprise Recession

We had the surprise announcement on Tuesday (4 September) that growth in the second quarter of this year was again negative (-0.7%). We use the word ‘again’, because the first quarter was also negative at -2.6%, with two successive quarters of negative growth triggering the term ‘recession’. We had anticipated a marginally p...
September 07 2018 By Peter Kent and Malcom Charles - Investec Financial Planning

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How To Run a Household Like A Business And Maintain a Budget

When you assume the responsibility of running a household, you also must take an accounting of the costs it takes to make a house a home. In effect, how to run a household can be likened to running a business if you want your home life to be successful. That is why budgeting is so important in maintaining your home for you and your family. Fo...
August 27 2018 By Hank Coleman - Moneyqanda Financial Planning

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Rethinking Your Fears About Using A Credit Card Online

One of the biggest factors limiting the growth of online shopping in South Africa is the fear among consumers that they will open themselves up to credit card fraud, and retailers that offer other payment methods are being rewarded with instant sales surges. But in choosing to pay by, for example, electronic funds transfer, you sacrifice one of th...
August 23 2018 By Business Live - Wendy Knowler Financial Planning

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5 Reasons Financial Planning Is Different For Women to Men

Financial planning conserves a great deal of tension and stress and anxiety over money. Both males and females – single or married – need to participate in planning for their future. But females deal with a different set of obstacles. This short article is not planned to reveal how hard it is to be a lady. Females have incredible chance...
August 13 2018 By Fernando Wisoky - thedispensary.com.sg Financial Planning

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The Impact of Culture on Investment Performance

Over the years of researching asset managers in South Africa and globally, there have been many cases of successful asset managers who have seemingly fallen apart, lost assets and faced uncertain futures. This deterioration often happens quickly and without warning. We spend significant time analysing whether there is a common thread running betwee...
July 23 2018 By Fundhouse Financial Planning

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Paying Together Is Staying Together: Combining Your Finances

 You and your significant other are now under one roof! Not only are you sharing a bathroom and closet space, you’re also sharing rent, utilities, and grocery bills. Combining finances with your partner brings together money and love —and truth is, both are emotional subjects. So, to keep things calm as you make the transition, it...
July 09 2018 By Kristen Cox, source: themuse.com Financial Planning

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5 Things Eco-Conscious And Savvy Money Savers Have In Common

You spot them at the tills in the grocery store; diligently unfolding used shopping bags to hand to the teller. At work, you run into them in the kitchen. While you’re thinking about that burger you’re going to order for lunch through the food delivery app, they’re carefully stacking the fridge with homemade, healthy, will-last-ti...
July 05 2018 By Sanlam.co.za Financial Planning

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Five Financial Habits Of Millennials

Millennials face a variety of money struggles, from student loans to numerous expenses (let alone the fact that majority of them don’t have an income while they study is a challenge in itself). Here’s how the younger generation is making their money go the distance. They Invest You’d think that the fear of losing money, and the ...
June 22 2018 By Noble Wealth Management Financial Planning

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