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5 Ways to Make the Most of your Retirement

Posted by Admin on October 6, 2019

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Category: News
1 October 2019 – Martin Hesse – Personal Finance If you were retrenched tomorrow, with no prospect of finding another full-time job, an immediate reaction would be concern about your loss of income. Apart from financial worries, you may feel you are no longer of any use to the world, that you have been “discarded” by society, and your life has lost purpose and direction. And if your mooching around the house in a sullen

Feedback from our first PRPC!

Posted by Tim Slatter on September 18, 2019

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Category: News
Our first Workshops are under way and we’re already receiving amazing feedback! Here is a comment after the JHB Workshop (at the date of this post the next PRPC Workshops will be in Durban 19th and Bellville 20th September). “Hi Derek, Many thanks for yesterday – it was actually worth getting up in the middle of the night for. Interesting topics, presented by knowledgeable speakers, and entirely relevant to the work we are engaged in.

Post-Retirement Planning Course & Certification

Posted by Admin on August 1, 2019

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Category: Events
Enhance your value proposition and boost your qualifications Earn up to 3.5 CPD points for attending the event Earn up to 10 CPD points for completing the post-course home-study (material provided at the event – additional R350 per member) Scroll down to read about the event and our speakers. JHB Monday, Sep 16th (09:00 – 15:00) Alexander Forbes 115 West St Sandton DBN Thursday, Sep 19th (09:00 – 15:00) Bridge Fund Managers 5 Arundel Close

Batseta 2019 Interviews Derek Smorenburg

Posted by Admin on July 12, 2019

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Category: News
The amount of pension, provident and RA funds (about 1700) is overwhelming, and then you find out that each fund has a range of unique elements! We invited five of these funds to present to our members at a recent workshop to better understand the advice challenges that we as IFAs are facing. Independent financial advisers need to be well equipped to comprehend the myriad of Income Tax and Pension Funds Act options open to

Leaving a job? Don’t shun the free pension fund advice

Posted by Admin on July 8, 2019

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Category: News
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Counselling saves money in the long run BY LAURA DU PREEZ – 13 June 2019 – 13:09 https://www.sowetanlive.co.za/business/money/2019-06-13-leaving-a-job-dont-shun-the-free-pension-fund-advice/ Life is busy. Calls and written information are easy to ignore, but time spent engaging with the information could prove invaluable in ensuring a decent pension for more than 30 years of your life in retirement. Your retirement fund is now obliged to offer you “counselling” when you resign or retire from your employer. Don’t shun this opportunity to learn