Myplan FPS

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So far Myplan FPS has created 13 blog entries.

What are my investment options?

By |2020-07-02T12:26:07+02:00Jul 2nd, 2020|Investment Planning, Medical Aid, Risk Planning|

MONEY CLINIC: I have R5m to invest. What are my options to ensure a salary of R30 000? A Fin24 reader who has inherited R5 million in a savings account is looking to invest to ensure a monthly payout of R30 000, of which would be reinvested. She writes: I have about R5 million [...]

5 Reasons to be optimistic in 2019

By |2019-02-08T08:54:59+02:00Feb 8th, 2019|Uncategorised|

Last year was a tough year politically, economically and of course on financial markets. Though 2018 started on a high, the mood quickly soured. ‘Ramaphoria’ brought a new mood of optimism around South African politics, but policy uncertainty flared up again with the debate around land expropriation without expropriation. The first VAT increase in [...]

Disappointing Returns in Volatile Markets

By |2018-11-09T07:09:53+02:00Nov 9th, 2018|Volatile Markets|

DO WE NEED TO PANIC? Or if you are, like most of us, dependent on the outcome of your investment strategies to achieve your goals and the markets go haywire as they currently do, then nobody can blame you for getting nervous and a little upset. It is easy to start questioning the investment [...]

What is the value of advice?

By |2018-10-23T08:19:31+02:00Oct 19th, 2018|Behavioral Coaching|

Or to ask the question in a different way: how do you quantify and measure the value of receiving good financial advice? Simply put, the value of a Financial Planner adds to your financial plan and ultimately your investment return, and lies in the behavioral coaching we give our clients. Here is a graphic [...]

16 Medical Scheme Terms And What They Mean

By |2017-04-13T07:37:18+02:00Apr 13th, 2017|Financial Planning, Medical Aid|

S If you’re joining a medical scheme for the first time and you’re trying to understand the terminology, you will be forgiven for thinking that you’ve landed on another planet. Some of the terms below are relatively self-explanatory, but others are not. Here’s a quick definition of each of them. For more information, [...]

Estate Planning Checklist

By |2017-04-12T11:49:41+02:00Apr 12th, 2017|Estate Planning, Financial Planning, Risk Planning|

When you read through the following points think about them in the scenario where you have just had a major stroke or from your loved-one’s perspective one week after you have died. If you feel the least bit uncomfortable about even one of these questions you need to consult your estate planner urgently  Communicate your [...]

Trusts – friend or foe?

By |2017-04-12T10:40:11+02:00Apr 12th, 2017|Estate Planning, Financial Planning, Investment Planning, Retirement Planning, Tax Planning|

The 2017/8 budget speech and the concomitant amendments to the Income Tax Act contained a series of unpleasant changes for the law abiding South African taxpayer. It ranged from fiscal drag to the introduction of the new Section 7 C and the draconian 45% tax rate now imposed on the super earners – and all [...]

Commentary on Brexit

By |2017-04-12T09:21:17+02:00Apr 11th, 2017|Financial Planning, Risk Planning|

Institutional investors to remain focused on the long term The decision of the British public to support an exit from the European Union has come as a surprise to the markets. Right up until the voting opened, the opinion polls and even the betting odds favored the UK to remain in the EU. Markets do [...]

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