Personal Finance & Investment
Efficiency & Performance
- For anyone invested in a pension fund, retirement annuity or share portfolio
- Understand investment terminology and concepts
- Learn about equity markets, unit trusts and exchange traded funds
- 1/2 – 1 day – depending on the depth of knowledge required
When you meet with your retirement annuity broker do you come away with the feeling that all the time he was trying to “sell” you something and perhaps he didn’t have your best interests at heart? Are you invested in a unit trust of some sort that you know very little about? Or maybe you have a portfolio of shares that was left to you by a relation…
We will cover the pros and cons of retirement annuities, the risk and returns of various investments, historical returns of the JSE, the best and worst performing unit trusts, how much you need to retire and the tax implications of your retirement investing. You will come away feeling fully equipped to have a meaningful conversation with you investment broker.