The Financial Coach

MANAGING PEOPLE AND THEIR EMOTIONS AROUND MONEY

A case for higher offshore weighting within a living annuity?

There is this strange phenomenon in SA called Regulation 28 that is applied to retirement funds. It stipulates that retirement fund members may not have more than 75% of their funds in equities and no more than 25% of the fund invested offshore

0 Oct 21, 2017
Equities[…]
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The value of advice?

Much has been written about the value of financial advice. There are many people who believe that financial planners offer little value for the fees charged while there are others who believe that the value financial planners add is very significant. Research by Morningstar has revealed that the value of advice (they call it “gamma”) …

0 Jun 1, 2017
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