All posts tagged money

Choosing an investment vehicle

Categories: On the Money
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investmentgraph

As I mentioned last time, the field of investment options – or vehicles – is vast and may prove to be a bumpy ride for the uninformed. All potential investors want the best return on their money, of course, but Read more

The principles of investing

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gold

When consulting with a client who wishes to invest, it often happens that our mandate is to achieve the maximum return on their funds, but with the minimum risk to their capital.

When a plan comes together

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projectplanner

As a financial management group, we are often requested by current and prospective business owners to assist in drafting business plans. They either need to submit the document to a bank when applying for finance, or they want to realign Read more

‘n Praktiese testament is ’n móét

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document

’n Leser, wat as die enigste eksekuteur van haar man se boedel aangestel is, wil weet of dit normale praktyk is.

Accrual system affects planning

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wedding

When doing estate planning for clients, one of the first questions I have to ask them is how they are married. While most people at least know whether they are married in or out of community of property, very few Read more

Evaluating your nest egg

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calculator

A reader has asked me to comment on his retirement provision. He is due to retire in about three years’ time and will then have contributed for about 10 years to a provident fund.

The long and short of insurance

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insurance

I recently received an e-mail from a forward thinking 25-year-old reader who wants advice on short term insurance. He is just starting out on his working career and wants to make sure that he has all his bases covered.