Best Balanced Funds for Retirees
Retirement

Best Balanced Funds for Retirees in 2025: How to Invest Smarter in a Volatile World

Wondering which balanced funds are delivering the best results for retirees in 2025? We unpack the top-performing funds in South Africa — from agile boutique managers to cost-effective index trackers — and explore why managing volatility is just as important as chasing returns. In a world of rising uncertainty, staying informed could make all the difference to your long-term retirement outcomes..

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Investment Returns for Retirement and Why They Matter
Retirement

The Power of Investment Returns for Retirement: Why Your Required Return Matters

Investment Returns for Retirement: When planning for retirement, many investors focus on saving enough money but often overlook one of the most crucial factors in achieving financial security: investment returns. Understanding the rate of return you need to achieve your retirement goals can be the difference between financial comfort and running out of funds too soon.

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Retirement

The Ultimate Guide to Living Annuities in South Africa: Retirement Income, Risks & Best Strategies

A living annuity offers retirees flexibility in managing their retirement income, but choosing the right strategy is crucial to ensure your savings last. From withdrawal rates and market risks to low-cost investment options, this guide unpacks the key factors to consider when structuring a sustainable living annuity. We explore the best performing funds, the risks of relying solely on balanced funds, and how to navigate fees, longevity risk, and portfolio construction for a secure retirement.

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Henceforward Retirement Insights 2025
Retirement

Henceforward Retirement Insights 2025: Your Guide to Navigating Retirement with Confidence

Unlock your journey to a secure, informed retirement with your FREE copy of the Henceforward Retirement Insights 2025 Report. Tailored to navigate the complexities of retirement finances, this report is your comprehensive guide through significant decisions and strategies. From managing cash and taxes to understanding annuities and navigating market risks, it empowers you with the knowledge to transition smoothly into your golden years. Dive into proven strategies, decode the impact of fees, and shape your retirement with confidence.

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Financial Planning for Retirement Financial Advice for Retirement Planning
Retirement

Financial Planning for Retirement: 10 Essential Tips For Long-Term Success

Are you on track for a secure retirement? Discover the latest strategies in retirement planning, from dynamic income withdrawals to global investment trends. Whether you’re just starting or fine-tuning your plan, these expert tips will help ensure your financial future is on solid ground. Don’t miss out on key insights that can make all the difference for your golden years!

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20 Wost Performing Balanced Funds in South Africa today
Retirement

20 WORST Performing Balanced Funds in South Africa

Recently, we published a piece on the 5 worst-performing BIG balanced funds in South Africa, where we defined “BIG” as a fund with over R5 billion in assets. In this piece, we’re extending that focus to review the 20 worst-performing balanced funds, irrespective of fund size

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