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Articles tagged as "Financial planning"

Insights categories - Personal investing

The Olympics of investing: Striving for gold

By Belinda Carbutt on 25 Jul 2024

Reading time: 4 mins

With the highly anticipated 2024 Olympic Games in Paris on the horizon, all eyes are on the dedicated athletes who have spent their lives chasing gold. Their...

Insights categories - Personal investing

Putting the "personal" back into personal finance

By Tamryn Lamb on 20 Oct 2022

Reading time: 5 mins

Tamryn Lamb, head of Retail, examines the value that independent financial advice brings to long-term investing success.

Insights categories - Personal investing

Five financial lessons for women

By Tamryn Lamb on 12 Aug 2022

Reading time: 5 mins

In honour of Women’s Month, Tamryn Lamb, head of Retail Distribution, reflects on the top five financial lessons she has learnt along her investment journey.

Insights categories - Personal investing

Overcome impostor syndrome this Women’s Month and own your throne

By Candace Maung on 11 Aug 2021

Viewing time: 4 mins

This pandemic has been a blunt reminder that while we can’t control our environment, there is no time like the present to take control of our journeys, or to...

Insights categories - Personal investing

How to own your throne

By Tamryn Lamb on 03 Aug 2021

Viewing time: 1 min

In the spirit of paying it forward, six inspiring women from Allan Gray and the financial advice arena, shares insights on how to take ownership of your...

Insights categories - Personal investing

Habits that set successful investors apart

By Nomi Bodlani on 27 Jan 2021

Reading time: 5 mins

When investing, sometimes the best course of action is to do nothing. Having the ability to block out the noise, and look through the cycle, are some of the...

Insights categories - Personal investing

Do you have an emergency fund?

By Noluyolo Betela on 01 Jul 2020

Reading time: 10 mins

By proactively building emergency reserves, you will be able to respond to life’s crises without compromising your financial standing, or taking on expensive...

Insights categories - Personal investing

Take charge of your finances during COVID-19

By Leaveil Des Fountain on 17 Jun 2020

Reading time: 1 min

As we think about the day-to-day impact of the COVID-19 pandemic on our families, friends, colleagues and communities, it’s easy to lose sight of our long-te...

Insights categories - Personal investing

Part 3: How to be a resilient investor

By Lise-Mari Crafford on 09 Jun 2020

Reading time: 8 mins

To be a successful investor, you need to understand what you are getting yourself into upfront, make sure you are comfortable, and then buckle in for the rid...

Insights categories - Personal investing

Part 5: Why every investor needs an independent adviser right now

By Cedrick Pila on 09 Jun 2020

Reading time: 6 mins

Investors are panicked and who can blame them? The market volatility has persuaded some to run for the hills and never look back, while others may be tempted...

Insights categories - Personal investing

Part 2: How to recalibrate your budget in the wake of COVID-19

By Tamryn Lamb on 09 Jun 2020

Reading time: 9 mins

As we all long for the life we had before COVID-19, are there any adjustments from the life that’s been thrust upon us that should be incorporated? Tamryn La...

Insights categories - Personal investing

Part 1: Staying future focused amid a global pandemic

By Nomi Bodlani on 09 Jun 2020

Reading time: 7 mins

As world leaders grapple with the broader challenges brought on by the COVID-19 pandemic, it has become apparent that the socioeconomic consequences will...

Insights categories - Personal investing

Look after your financial health during COVID-19

By Lettie Mzwinila on 02 Jun 2020

Reading time: 4 mins

With the COVID-19 pandemic spreading across the globe, remaining healthy is naturally top of mind. While we are all prioritising the health and wellbeing of...

Insights categories - Personal investing

What can we learn from the Springboks when it comes to setting financial goals?

By Belinda Carbutt on 08 Nov 2019

Reading time: 5 mins

Rassie Erasmus took over as Springbok coach with 618 days to the Rugby World Cup. At the time the state of Springbok rugby was dire, with the team having los...

Insights categories - Personal investing

Seek financial advice to help you meet your financial goals

By Tamryn Lamb on 04 Oct 2019

Reading time: 6 mins

The spotlight falls on the importance of having a financial plan during Financial Planning Week, taking place from 7 to 11 October 2019. With this in mind,...

Insights categories - Developing you advice business

Manage the investor not the investment

By Kevin Feather on 26 Sep 2019

Reading time: 7 mins

In the spirit of World Financial Planning Day on 2 October and Financial Planning Week, which takes place from 7 to 11 October, is it time to review the way...

Insights categories - Personal investing

The benefits of independent financial advice

By Tamryn Lamb on 20 Sep 2019

Viewing time: 5 mins 19 seconds

Many investors underplay the importance of financial advice to the detriment of the performance of their portfolios over time. A good financial adviser can...

Insights categories - Personal investing

Give your finances a fresh start

By Ciani Gower on 24 Jan 2019

Reading time: 7 mins

The first few weeks of a new year can feel like a clean slate: Past imperfections are relegated to history and you can redefine what you want to achieve in t...

Insights categories - Personal investing

The simple answers to investing

By Wanita Isaacs on 24 Jan 2018

Reading time: 8 mins

Is the very thought of planning a barrier for you when it comes to investing? Or are you guilty of overanalysing and underacting? Wanita Isaacs investigates...

Insights categories - Personal investing

How to tame temptations

By Jeanette Marais on 22 Nov 2017

Reading time: 6 mins

A survey conducted by the University of Pennsylvania a few years ago asked respondents to rank their strengths in 24 different skills. Self-control ended up ...

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