A love-hate relationship with annuities

Personal Finance ~ 27th of January 2020 ~ Karen Wentzel Every financial product has advantages and disadvantages, benefits and costs. For this reason, annuities are no stranger to the love-hate relationship in the financial world. Incorrect product advice and a misunderstanding about the features of annuities may lead to mixed emotions and different opinions, says […]
Financial Advisers’ worst clients of the year

Bussinesslive.co.za 30 DECEMBER 2019 – 09:30 GERRIT VILJOEN Retirees who want to gamble with their nest egg or try to time the market are among the worst clients financial advisers have worked with this year. Going against her financial planner’s advice, a 68-year-old retiree with a portfolio of only R3m and no family to depend […]