finance spotlight

  1. J

    Finance Spotlight: Fundamentals of Investing

    Hi all, Thank you to everyone who took the time to take part in Lesson 1: Introduction to Investing. Lesson 2: Understanding Investment Returns & Lesson 3: Understanding Volatility are out now. You can visit the below link and choose which lesson you would like to do first. For those that...
  3. J

    Finance Spotlight: Lesson 1: Introduction to Investing

    Hi all, Im back and this time I put together a lesson focused on a introduction to investing. After the video there is a quiz. You can compare how you did to others that have recently done the test. As you do the tests please post your results and what you thought of it in this thread...
  4. J

    Finance Spotlight: What is Gap-Cover

    Hi all, A colleague of mine, Andrea Lazzari, that specializes in Medical Aid wrote a interesting article on medical aid gap-cover. Its a quick read but quite impactfull. If nothing else what you should take away from this article is a understanding of how "medical aid rates" work and that...
  5. J

    Finance Spotlight: Budget 2014

    Hi all, A pretty boring budget speech this year in terms of financial planning. The main announcement that might effect you is the change in the tax free lump-sum you can take if you retirement from a retirement fund. It was R315,000 it is now R500,000. From this point a retirement tax table...
  6. J

    Finance Spotlight: Investment Personality Test

    Hi all, Im back, this time with a Investment Personality Test for those that are interested. Its a simple 12 question questionnaire that gives you a score that you can compare against a scoring table. Your investment profile gives you a indication of what your ideal asset allocation...
  7. J

    Tax on retirement funds - Taxation Laws Amendment Act, 31 of 2013

    A couple main points: 1- Members of retirement funds, including pension, provident and retirement annuity funds, will be able to deduct contributions made to such retirement funds within certain limits as shown in the table below. 2-Contributions made to retirement funds by employers on...
  8. J

    Finance Spotlight: What is a Retirement Annuity

    Hi all, I have just added additional content to my website. This time on Retirement annuities. I hope you find it useful, but I would really appreciate feedback on how the subject is presented. Instead of writing a long article I used a programme called Prezi. Its basically a super...
  9. J

    Finspotza: Asset Class Returns June 2013

    Hi everyone. Sanlam Investment Management just sent out the latest Asset Class Return table. Foreign equity has done well over the last year. A point to take away from the table is the SA Cash (banks / money market investments) has under preformed CPI. Download the PDF from my...
  10. J

    Finance Spotlight: Education Savings

    Hi Everyone, As a follow up from the last Finance Spotlight article I posted on Settling Debt vs Saving, I got quite a few requests for assistance on investment planning for your children's tertiary education. As a result I wrote a article on the topic and posted it to my website. But what...
  11. J

    What do you want to know about financial planning

    Hi all, Im planning to create a comprehensive ebook on financial planning for South Africans. The aim is for a person to read the ebook and use it to refer back to when doing their own investment and insurance planning, without the need to see a professional financial planner, like myself...
  12. J

    Finance Spotlight: Settling debt vs Savings

    Hi all, As promised in the other posts, I am posting the link to the new youtube videos created to help understand the concept of settling debt or saving, and which might be more beneficial too you. Its a four part guide that touches on different aspects of this surprisingly complex issue...
  13. J

    Opinion on financial planners.

    Hi all, Have you used a financial planner before? What was your experience regarding using them. Did they help? Were they professional? Whatever you feel was note worthy of your experience. If you haven't consulted a financial planner before, I'd like to know why. Do you just find that you...
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