• Debit order investments – you can make regular payments, e.g. monthly, into your account; and • Switching – as there are many different collective investment portfolios, you can switch between different portfolios at little or no cost. Do all unit trusts have equal risk? All investment carry some degree of risk that could affect Read more about Questions to ask your before investing in a Debit order investments[…]

All about Investment Products Introduction We all want our money to work for us; whether our money is in cash or cows or in any commodity that is easily tradable or not. Investors always have the same question or should have, “how much can I earn from that investment”? Investments are mostly managed by investment Read more about Investment products Part I[…]

INDIVIDUAL FINANCIAL PLANNING 1. What is individual financial planning? Individual financial planning is a method of organising your financial future so that you can plan for unforeseen situations. Organising your finances empow-ers you to be independent and handle unpredicted events as they occur in your life. Individual financial planning is crucial for anyone who wishes Read more about Investment Products (Part III)[…]

How to Ensure That the Fund to Which Your Retirement Contributions Are Paid is a Registered Entity: Saving for retirement is an important part of planning your finances in order to have the financial freedom to enjoy your later years, whether employed by someone else or self-employed. Most individuals in today’s working environment understand this, Read more about Are Your Retirement Savings Protected By Law?[…]