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09
OCT

Taking advantage of financial planning season

A lot of investors aren't aware of all the costs involved with planning for their retirement and this comes as a surprise when it's unfortunately too late. With October being the season for Financial Planning, we have Lance Solms, Managing Director at Itransact Investment Platform as we take a look at retirement planning and how you can you can take full advantage of this financial planning season.
29
MAR

How can you use your retirement fund to soften this blow of the Budget tax shock?

The increase in VAT rate announced in former Finance Minister Malusi Gigaba's 2018 Budget Speech is still an unpleasant for many hardworking South Africans and even though personal income tax rates were not raised, no inflationary adjustment for the top four income brackets means higher income earners will be paying more of their salaries to the government. But how can you use your retirement fund to soften this blow of the Budget tax shock? in studio Semeyi Zake is joined by Katherine Barker, Head of Momentum FundsAtWork.
05
MAR

A look at the changing landscape of retirement

When it comes to retirement it seems like 65 is almost this mythical age where you go from gainfully employed to being a wonderfully retired pensioner - but, while this may have been true in the 1950s is this the case today? David Crossely - Business Manager at BDO Wealth Advisors joins Bronwyn Seaborn to take a look at the changing landscape of retirement and how to ensure that a penny saved today is a penny earned in a not too distant tomorrow.
02
NOV
2017

Finding the difference between a retirement of subsistence and one of comfort

Do you ever enquire about a company's retirement fund plan when you are about to start at a new job? Finding out earlier can be the difference between a retirement of subsistence and one of comfort. We take a look at retirement fund service providers, particularly at how one selects them and the interaction with them, the company, and the company’s employees.
17
OCT
2017

Making safe and smart investments to retire comfortably

Feeling the need to hold onto one’s savings and being hesitant to invest into a money market portfolio is common among retirees. Join Semeyi Zake and Ricardo Teixeira, COO at BDO Wealth Advisers as they take a look at retirement readiness and making safe and smart investments in order to retire comfortably.

9 episodes