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Channel: Financial Planning – Moneyweb
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What’s keeping clients up? Debt, debt and more debt

Crue Invest director Gareth Collier on cutting debt, savings tips, succession planning and why schools must teach financial literacy.

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‘Women make better investors’

Crue Invest's Devon Card on women's wealth-building challenges, retirement savings, employees pension funds and building emergency funds.

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Most women play no role in financial planning

'Everyone is just surviving day to day, not really thinking about the future and, therefore, not really saving or planning.'

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Should I take up government’s early retirement offer?

A major concern when considering an annuity income relates to the growth rate assumptions.

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Trusts: do I have funds due to me as a beneficiary?

Sign a letter of authority and send it to all investment providers to ascertain if there are any investments in your name.

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This retirement threat is also one of the hardest to manage

Poor returns at the wrong time can upset your plans.

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The big question for financial advisors: ‘Are you worth it?’

How will you deliver the value your clients are paying for?

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Where is it best to invest R3m?

Several things need to be considered; staying focused on your long-term objective – retirement – is important.

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A new approach to financial advice

Here's one way in which advisors can reimagine what they have to offer.

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Are you protecting your most valuable asset?

Your own ability to earn an income.

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People save little, but have high expectations of retirement income

Highlighting the importance of awareness and careful planning.

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What low-risk, high-return investment vehicle can boost savings?

Higher returns require taking on more volatility and riding out market cycles.

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TFSA vs RA

Deciphering the investment choices.

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‘Sometimes just sitting on your hand is also a decision’

Martin de Kock of Ascor Independent Wealth Managers discusses the impact of the new expat tax, tax avoidance, prescribed assets, local investment opportunities and more.

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Fais CPD deadline fast approaching

Visit the Moneyweb CPD HUB to earn verifiable CPD hours from online content covering a broad range of topics.

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Investors: No rash decisions for now

NFB Private Wealth Management's Stephen Katzenellenbogan discusses investments amid market volatility, Covid-19's effects on retirees and more.

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FAQs on market crashes

You haven’t lost anything unless you sell.

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Financial advisors: There’s still time to get your CPD points

Extension granted, and other updates on the 2020 cycle and changes to the Moneyweb CPD Hub.

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Your finance question could feature in our new podcast

The Moneyweb Click-an-Advisor Podcast: The Readers’ Edition gives more readers access to leading financial advisors.

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Platform profiles best-of-breed boutique asset managers

Fund Hub enables asset managers to freely share their story with potential investors.

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