Much Ado About Regulation 28 and the Private Investor

What is Regulation 28

The management of retirement funds is highly regulated – as it should be. After all, these are your life savings we’re talking about! The key piece of legislation governing how retirement funds can be invested is called Regulation 28 of the Pension Funds Act. It limits the amounts that can be invested in the various asset classes […]

2022-09-15T00:05:47+00:00September 14th, 2022|Financial articles|0 Comments

The “Two Bucket” Retirement Savings System: What is it and Why is it Important?

“Many drops make a bucket, many buckets make a pond, many ponds make a lake, and many lakes make an ocean.” (Percy Ross)

According to a recent survey by Just SA, only 11% of South Africans over the age of 50 feel “really confident” that their savings will last if they live to 100. For 57% of respondents, their retirement plan […]

2022-09-09T06:43:43+00:00September 9th, 2022|Uncategorized|0 Comments

The Risk That Many Investors Don’t Think About

‘Liquidity risk’ probably sounds like something technical that most investors don’t need to worry about. In reality, however, it is something that is likely to affect everybody at some point.

The liquidity of an investment refers to how quickly it can be sold. Shares in Apple or Amazon are highly liquid because hundreds of thousands of them are bought and sold […]

2022-09-08T05:56:58+00:00September 8th, 2022|Uncategorized|0 Comments

10 winning website tips for financial advisers

We all know that having a slick and professional website is absolutely vital to building your business. But, to make a real impact with your online marketing, you need to view your website as a constant work in progress. 

Follow these ten foolproof tips to take your site to the next level…

1. Focus on building trust

As a financial advisor, you should […]

2022-09-07T15:00:21+00:00September 7th, 2022|Automated marketing, Financial marketing|4 Comments
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