FINANCIAL PLANNING – 10 SEPTEMBER 2018 – MARTIN HESSE – OPINION: WORDS ON WEALTH (https://www.iol.co.za/personal-finance/financial-planning/are-advisers-neglecting-needs-of-older-clients-16963388) SAIFAA did not write the below article. The original can be found above. What strikes me about commercial activity in South Africa is that it is predominantly focused on the young. The clothing and entertainment industries, in particular, seem oblivious to the needs of older people. This is even true in areas where older people are relatively high in number.
Business Live – Shorter working lives and longer retirements means you need to check your pension is on target
SAIFAA recently featured in an article on Business Live. To see the full article please click here.
We will soon be implementing SAIFAA’s due diligence program. As such we thought it would be appropriate to look at an article by Bruce Cameron about ensuring that your financial advisor checks their practices and products are safe. Your financial adviser must, by law, take reasonable steps to ensure you are not sold a lemon or invest in a scam, and he or she cannot pass this requirement on to the company that provides the
Laura Du Preez – (https://www.businesslive.co.za/bt/money/2017-10-14-body-ready-to-expose-opaque-investments/) SAIFAA did not write the below article. The original can be found on the link above. Body to expose dodgy finance products A new organisation representing independent financial advisers plans to name and shame financial product providers that are not transparent about their companies or products. The newly launched South African Independent Financial Advisors’ Association has sent more than 80 asset management, investment platform, unit trust and offshore investment companies
LAURA DU PREEZ – (https://www.businesslive.co.za/bt/money/2017-08-26-that-living-annuity-may-just-expire-before-you-do/) SAIFAA did not write the below article. The original can be found on the link above. That living annuity may just expire before you do Working out how to provide a sustainable income from your retirement savings is “the nastiest, hardest problem in finance “, says William Sharpe, the man who won the Nobel Prize for economics for a theory on how to match investment gains with risk. The financial