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Tag Archives | Financial Planning

salary-retirement

Impact of lower salary increases on retirement savings

“When you consider that most South Africans retire without sufficient savings, a lack of decent increases will exacerbate the problem,” according to Twané Wessels, Product Actuary at retirement income specialist, Just. Salary increases have been trending downwards for several years.  The Covid-19 pandemic has further added to the negative growth as many South Africans experienced […]

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savings

Working with your client to develop good savings habits

Studies have shown that approximately 80% of New Year’s resolutions fail. While we have the best intentions, we’ve all been there, and most of us know how easily our immediate needs and desires can side-track us from reaching longer term goals – whether it’s getting fit, eating, healthy or saving money. According to Behavioural Economist […]

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money-savvy

Boost your financial planning career – Apply now for the Advanced Certificate qualification

Are you looking for a qualification that could give you an edge in the financial planning industry? Now is the time to consider enrolling for Moonstone’s Advanced Certificate in Financial Planning (NQF Level 6) – 2nd semester applications are now open! The Advanced Certificate in Financial Planning (ACFP) will provide you with the skills and […]

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Financial-planning

Financial Planning – Flawed financial thinking revealed

In November 2019, the “Just Retirement Insights 2019” study indicated that over 80% of a sample of South African pre-retirees and retirees are confident in their financial planning ability. Eight out of 10 said they’ve set financial goals and are working towards them, while two thirds felt they’ve become quite frugal with their money and […]

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ACFP

Advanced Certificate in Financial Planning – Cornerstone of a professional career in financial planning

Are you in the process of planning your training schedule for 2020? Now is the time to consider enrolling for Moonstone’s Advanced Certificate in Financial Planning (NQF Level 6). The Advanced Certificate in Financial Planning (ACFP) will provide you with the skills and knowledge to provide holistic financial planning services to the ‘man in the street’ and […]

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Softbyte

Softfin Financial Planning Software

Experience taught us that a low-cost offer should be treated with suspicion and a no-cost one with even greater circumspection. There are exceptions, though. Softbyte Computers announced last week that Moonstone subscribers can now access SoftFin financial planning software at no cost for a whole year. “With no ties to any financial institution or organisation, […]

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