What Is an Annuity?
An annuity converts your retirement savings into a regular income. In the South African context, it is the vehicle you use to turn your accumulated...
14 min readPage 5 of 10
An annuity converts your retirement savings into a regular income. In the South African context, it is the vehicle you use to turn your accumulated...
14 min read
If you are a South African with savings to invest, you have probably heard about putting money offshore. The conversation usually revolves around...
16 min read
A retirement planning financial advisor is a licensed professional who helps you build, manage, and draw down the savings you need to live on after you...
10 min read
An annuity is a financial product that converts a lump sum of retirement capital into a regular income stream, paid to you for either a fixed period or...
14 min read
Yes, now is generally a good time to invest in the stock market, provided you are financially ready. That qualification matters far more than whatever...
12 min read
A retirement planning financial advisor is a licensed professional who helps you structure your finances so your money lasts through retirement, your...
13 min read
A fixed annuity—known as a life annuity in South Africa—pays you a guaranteed income for life in exchange for handing over your retirement capital to...
11 min read
Time in the market is the strategy of staying consistently invested over the long term. Timing the market is the attempt to predict market highs and...
12 min read
Financial advice for retirement planning is really about three things: knowing how much to save, knowing where to put it, and knowing how to turn it...
12 min read
When you search "annuity annuity," you are probably confused, and that confusion is entirely fair. The word gets used for two completely different...
12 min read
Concentration of risk is the danger that too much of your wealth depends on a single asset, sector, employer, or currency. One adverse event can cause...
12 min read
Retirement planning is not something you do once and forget. It is an ongoing conversation between what you have today, what you will need tomorrow,...
17 min readThe articles explain the rules. A consultation applies them to your funds, your tax and your family. Tell me a little about your circumstances and I will let you know how I may be able to assist.