South Africans Moving to America: A Financial & Retirement Planning Guide
Relocating from South Africa to the United States is one of the most financially complex life events you can make. Your tax residency shifts, your...
15 min readMoney Blog
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Latest articles
Financial Advice Retirement Planning: A South African Guide
What financial advice for retirement planning covers in South Africa, when to get it, how to choose an advisor, and how to avoid costly mistakes.
12 min read
Guaranteed Annuity Rate: What It Means and How It Affects Your Retirement Income
A guaranteed annuity rate is the fixed rate an insurer uses to convert your retirement capital into a monthly income you receive for life. Once set at...
12 min read
Time in the Market Beats Timing the Market: Why Staying Invested Wins
Time in the market beats timing the market. Here is what that means for South African investors, how compound growth works in rand, and how to stay invested through volatility.
11 min read
Financial Advisors For Retirement Planning
A financial advisor for retirement planning helps you build, protect, and ultimately draw down your retirement savings in a way that is tax-efficient,...
13 min read
Risk Concentration: What It Is, Why It Matters, and How to Fix It
Risk concentration is one of the most underestimated threats to long-term financial security. It occurs when too much of your wealth is tied to a...
12 min read
How Do Retirement Annuities Work In South Africa
A retirement annuity (RA) is a tax-advantaged savings product that helps you build capital for retirement outside of an employer pension or provident...
13 min read
Retirement Planning Financial Advice: What Every South African Needs to Know
Retirement planning financial advice is structured guidance that helps you build enough capital before you stop working, and then draw a sustainable...
14 min read
Property Investment Strategies South Africa
Property investment in South Africa takes many forms: a buy-to-let apartment block, a commercial warehouse, a listed property fund, an off-plan...
10 min read
Retirement Planning Calculator South Africa: How to Use One and What to Do With the Results
A retirement planning calculator for South Africa is a tool that projects whether your current savings rate, investment returns, and retirement age...
12 min read
Retirement Planning South Africa: A Plain-Language Guide to Getting It Right
Retirement planning in South Africa means putting a financial structure in place so that when you stop working, your money can carry on working for...
13 min read
How should I invest my R3.2m retirement gratuity?
Two advisors answer this reader's question.
3 min readWant to talk about your own situation?
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