The Financial Coach logo nameTFC_LOGO_600px.png

  • Home
  • About
    • people
    • emotions
    • money
  • Blog
  • TFC Foundation
  • Contact
The Financial Coach logo nameTFC_LOGO_600px.png

Homeliving annuity draw

Posts tagged: living annuity draw

Diversification

A case for higher offshore weighting within a living annuity?

October 21, 2017
by Gregg Sneddon EquitiesFeaturedFinancial Education

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 offshoreIronic

Read More
value-advice cropped

The value of advice?

June 1, 2017
by Gregg Sneddon FeaturedFinancial EducationFinancial Planning

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.

Read More
0

The Financial Coach

Managing people and their emotions around money since 2000.

The Financial Coach CC is an authorised financial services provider

(FSP: 7584)

Additional Links:

Complaints Management

Complaints Procedure

Conflict of Interest Management

TCF Policy

PAIA Manual

POPIA Manual

+ 27 21 300 3888

bruce@thefinancialcoach.co.za

12 Schoenstatt Avenue, Constantia

Copyright © 2024 The Financial Coach All Rights Reserved.

Created by Liseli J Branding House.

Shopping Basket
Investment Planning

•Asset Allocation Strategy
•Investment Research and Selection
•Local and Offshore Investing
•Tax Efficient Planning

Retirement Planning
  • Assess Retirement Needs

  • Provide tailored retirement strategies
  • Focus on planning and financial management
  • Ongoing support throughout retirement
Financial Planning
  • Goal setting
  • Budgeting
  • Risk Management
  • Investment Strategy
  • Ongoing Review and Adjustment