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Articles

Retirement planning through different life stages

Jan 23, 2025 | ebnet.co.za | PSG Wealth

Retirement planning through different life stages Robyn Laubscher, Advice and Product Specialist, PSG Wealth Retirement planning is essential at every stage of life, but the focus will evolve as circumstances change. It needs attention throughout your lifetime – as your life changes, your retirement planning needs will also change.
TFSA vs RA? A quick guide to choosing the right retirement investment products

Jan 20, 2025 | ebnet.co.za | PSG Wealth

Linda Kleynscheldt: Head of Actuarial and Product, PSG WealthTFSA or RA? Fresh off the beach or an overseas trip – you could be forgiven for having acronym fatigue. But considering your retirement planning as soon as possible while our new-year good intentions are still intact will set you in good stead. Here’s a comparison between a Tax Free Savings Account (TFSA) and Retirement Annuity (RA) to help you decide if either (or indeed both) of these products might be right for your needs.
TFSA vs RA? A quick guide to choosing the right retirement investment products

Jan 20, 2025 | cover.co.za | PSG Wealth

By Linda Kleynscheldt: Head of Actuarial and Product, PSG WealthTFSA or RA? Fresh off the beach or an overseas trip – you could be forgiven for having acronym fatigue. But considering your retirement planning as soon as possible while our new-year good intentions are still intact will set you in good stead. Here’s a comparison between a Tax Free Savings Account (TFSA) and Retirement Annuity (RA) to help you decide if either (or indeed both) of these products might be right for your needs.
Have you maximised your tax-free savings this financial year?

Jan 15, 2025 | ebnet.co.za | PSG Wealth

Thomas Berry, Head of Sales at PSG WealthThe tax year-end on 28 February is fast approaching, but there’s still time to take action and get the most out of your contributions if you have not already. Whether you’re looking to boost your retirement fund or grow your savings tax-free, Retirement annuities (RAs) and tax-free savings accounts (TFSAs) are two powerful tools for tax-efficient wealth creation.
The role of a securities portfolio in your holistic retirement plan

Jan 10, 2025 | ebnet.co.za | PSG Wealth

Wendy Myers, Head of Securities, at PSG WealthRetirement isn’t just about reaching a certain age and stopping work. It’s about ensuring that your savings and investments can provide a sustainable income to cover your living expenses, medical expenditure and lifestyle needs well into the future. The goal is to replace your salary with a steady income while managing the risks that come with living longer and navigating inflation.
The role of a securities portfolio in your holistic retirement plan

Jan 10, 2025 | cover.co.za | PSG Wealth |Wendy Myers

‍By Wendy Myers, Head of Securities, PSG WealthRetirement isn’t just about reaching a certain age and stopping work. It’s about ensuring that your savings and investments can provide a sustainable income to cover your living expenses, medical expenditure and lifestyle needs well into the future. The goal is to replace your salary with a steady income while managing the risks that come with living longer and navigating inflation.
Spend your bonus wisely: make it work for you

Dec 5, 2024 | ebnet.co.za | PSG Wealth

Thomas Berry, Head of Sales at PSG WealthAs we approach the festive season, many professionals are eagerly anticipating their annual bonuses – a well-deserved reward for a year of hard work. While the temptation to splurge is strong, using this money wisely can reshape the course of your long-term financial future. Allocating even a portion of your bonus to strategic investments can unlock opportunities for growth and financial security.
2025 Market Outlook - Why SA is the most promising part of the portfolio right now

Nov 28, 2024 | ebnet.co.za | PSG Wealth

Adriaan Pask, CIO at PSG Wealth2024 has been quite a year. Election years are typically quieter, with market activity slowing ahead of the vote. Since elections often take place late in the year, the shortened window for confident trading and investment usually results in subdued overall activity. But 2024 has been an outlier, marking the best election year for the S&P 500 since the 1930s with the index up 25% for the year so far.
How to create lasting wealth that spans generations

Nov 19, 2024 | ebnet.co.za | PSG Wealth

Haydn Johns, Head of PSG Life and PSG Invest, PSG WealthCreating lasting wealth to pass down for generations to come can seem an overwhelming task. But taking a step-by-step approach to understand and planning for the various considerations holistically helps to make it achievable. Start with a planCreating lasting, intergenerational wealth starts with a thorough and robust financial plan. This includes (but isn’t limited to) the following:Asset allocation planning.
A financial plan involves strategic planning

Nov 12, 2024 | ebnet.co.za | PSG Wealth

Adriaan Pask, CIO, PSG WealthFinancial markets are cyclical and periods of economic downturn often present unique opportunities to achieve your desired investment outcomes. For this reason, it is important to identify solutions tailored to global market dynamics to realise wealth that spans generations. Seizing opportunities in adverse market conditionsWhen market sentiment is low, asset prices tend to follow suit and creates a ripe environment for long-term investment.