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Articles tagged as "financial planning"

Insights categories - Personal investing

The Olympics of investing: Striving for gold

By Belinda Carbutt on 25 Jul 2024

Reading time: 4 mins

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...

Insights categories - Personal investing

Tax tips as we head into the 2023 tax season

By Carla Rossouw on 31 Jan 2023

Reading time: 11 mins

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...

Insights categories - Personal investing

Putting the "personal" back into personal finance

By Tamryn Lamb on 20 Oct 2022

Reading time: 5 mins

Tamryn Lamb, head of Retail, examines the value that independent financial advice brings to long-term investing success.

Insights categories - Personal investing

Get your affairs in order during National Wills Week

By Jaya Leibowitz on 09 Sep 2022

Reading time: 12 mins

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...

Insights categories - Personal investing

Five financial lessons for women

By Tamryn Lamb on 12 Aug 2022

Reading time: 5 mins

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.

Insights categories - Personal investing

Financial advice helps you sail through your investment journey

By Cedrick Pila on 18 Oct 2021

Reading time: 4 mins

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...

Insights categories - Personal investing

Overcome impostor syndrome this Women’s Month and own your throne

By Candace Maung on 11 Aug 2021

Viewing time: 4 mins

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...

Insights categories - Personal investing

How to own your throne

By Tamryn Lamb on 03 Aug 2021

Viewing time: 1 min

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...

Insights categories - Personal investing

Unpacking saving and investing

By Cedrick Pila on 28 Jul 2021

Viewing time: 1 min

Saving and investing are both important ingredients for building a sound financial foundation, but they are not the same thing. They have different purposes...

Insights categories - Personal investing

Investment lessons for sharing

By Daniella Bergman on 26 Jul 2021

Reading time: 16 mins

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...

Insights categories - Personal investing

Get your investment questions answered

By Leaveil Des Fountain on 23 Jul 2021

Viewing time: 1 min

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...

Insights categories - Personal investing

Levelling up your finances as a young professional

By Leaveil Des Fountain on 30 Jun 2021

Viewing time: 1 min

As young people, it is easy to make financial decisions that benefit us in the moment at the expense of our future needs.

Insights categories - Personal investing

Five ways to build a solid financial foundation

By Phiko Peter on 15 Jun 2021

Reading time: 7 mins

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...

Insights categories - Personal investing

Habits that set successful investors apart

By Nomi Bodlani on 27 Jan 2021

Reading time: 5 mins

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...

Insights categories - Personal investing

Building a legacy: Part 2

By Phiko Peter on 23 Sep 2020

Reading time: 56 mins 32 seconds

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...

Insights categories - Personal investing

Looking at the woman in the mirror

By Noluyolo Betela on 19 Aug 2020

Viewing time: 1 hr 3 mins 35 seconds

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,...

Insights categories - Personal investing

Lessons from lockdown

By Tamryn Lamb on 19 Aug 2020

Viewing time: 11 mins 9 seconds

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...

Insights categories - Personal investing

Do you have an emergency fund?

By Noluyolo Betela on 01 Jul 2020

Reading time: 10 mins

By proactively building emergency reserves, you will be able to respond to life’s crises without compromising your financial standing, or taking on expensive...

Insights categories - Personal investing

Take charge of your finances during COVID-19

By Leaveil Des Fountain on 17 Jun 2020

Reading time: 1 min

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...

Insights categories - Personal investing

Part 3: How to be a resilient investor

By Lise-Mari Crafford on 09 Jun 2020

Reading time: 8 mins

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...

Insights categories - Personal investing

Part 5: Why every investor needs an independent adviser right now

By Cedrick Pila on 09 Jun 2020

Reading time: 6 mins

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...

Insights categories - Personal investing

Part 1: Staying future focused amid a global pandemic

By Nomi Bodlani on 09 Jun 2020

Reading time: 7 mins

As world leaders grapple with the broader challenges brought on by the COVID-19 pandemic, it has become apparent that the socioeconomic consequences will...

Insights categories - Personal investing

Part 2: How to recalibrate your budget in the wake of COVID-19

By Tamryn Lamb on 09 Jun 2020

Reading time: 9 mins

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...

Insights categories - Personal investing

Look after your financial health during COVID-19

By Lettie Mzwinila on 02 Jun 2020

Reading time: 4 mins

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...

Insights categories - Personal investing

What can we learn from the Springboks when it comes to setting financial goals?

By Belinda Carbutt on 08 Nov 2019

Reading time: 5 mins

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...

Insights categories - Personal investing

Seek financial advice to help you meet your financial goals

By Tamryn Lamb on 04 Oct 2019

Reading time: 6 mins

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,...

Insights categories - Personal investing

The benefits of independent financial advice

By Tamryn Lamb on 20 Sep 2019

Viewing time: 5 mins 19 seconds

Many investors underplay the importance of financial advice to the detriment of the performance of their portfolios over time. A good financial adviser can...

Insights categories - Personal investing

Give your finances a fresh start

By Ciani Gower on 24 Jan 2019

Reading time: 7 mins

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...

Insights categories - Personal investing

The simple answers to investing

By Wanita Isaacs on 24 Jan 2018

Reading time: 8 mins

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...

Insights categories - Personal investing

How to tame temptations

By Jeanette Marais on 22 Nov 2017

Reading time: 6 mins

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 ...

Insights categories - Personal investing

Take charge of your finance this Women's month

By Jeanette Marais on 14 Aug 2017

Reading time: 9 mins

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...

Insights categories - Personal investing

Are you on track to achieve your 2017 financial goals?

By Thandi Ngwane on 19 May 2017

Reading time: 4 mins

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...

Insights categories - Personal investing

Considering getting financial advice? Four key questions to ask your adviser

By Thandi Ngwane on 05 Sep 2016

Reading time: 5 mins

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...

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