021 715 7805 info@youve-earned-it.co.za
Mango Airlines – Adspace A – Oct 2015 to March 2016 onwards
Feedback

Finance

What type of annuity to choose in retirement?

Posted By Marilynh / 0 Comments

When retiring from a retirement fund a retiree has to purchase an annuity with the compulsory portion of the capital, i.e. that portion not taken as a cash lump sum. The annuity purchase decision is essentially one that is made between a Traditional Annuity and a Living Annuity. Traditional or guaranteed annuities are essentially a […]

Read More

Retire like a Pro

Posted By admin / 0 Comments

John Hibbert, Trust Officer in our Somerset West office, and former golf coach, shares his observations on the similarities between investment management and the game of golf. “Establish a game plan before the round, not during it.” Tiger Woods           ` Golf, a metaphor for investment management Personal Trust hosts a ‘Retire like a Pro’ […]

Read More

ETFs de-mystified

Posted By admin / 0 Comments

Glenn Moore, Personal Trust Fund Manager, discusses the pros and cons of Exchange Traded Funds. There has recently been a lot of press comment on ETFs (Exchange Traded Funds), in particular in relation to the ‘high fees’ charged by fund managers and the question of how much value fund management adds relative to passive investment […]

Read More

Ten things you need to know about your Will

Posted By admin / 1 Comment

The following are ten important issues or common misconceptions you need to know about your Will. Only an original and signed Will is valid Your appointment of a friend or family member as Executor may be declined by the Master, thus the co-appointment of an approved professional is paramount Your Will only deals with life […]

Read More