Resources - avena.co.za

‌Resources

Individuals

Frequently asked questions

Glossary

Insights

Business

Frequently asked questions

Glossary

Insights

Retirement Funds

Frequently asked questions

Glossary

Insights

Individuals insights

Introduction to FINANCIAL planning

Financial planning is a comprehensive process that helps you achieve your long-term financial goals through careful management of your finances. Whether you're saving for retirement, buying a home, or planning for your children's education, a well-structured financial plan is essential. In this article, we'll explore the key components of a financial plan, the steps to get started, and the benefits of seeking professional financial advice

Learn more

‌Budgeting basics

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Saving for Retirement

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Investing 101

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Managing Debt

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Planning for major life events

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Tax Planning

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Insurance and risk management

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Estate Planning

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Ready to have a conversation?

If you’d like to have an informal, no obligation, conversation or have any questions, please get in touch.

Contact Us

Corporate Insights

Financial Planning for small business owners

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Employee benefits

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Retirement options for employee

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Short-term Insurance for Corporates

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Investing 101

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Ready to have a conversation?

If you’d like to have an informal, no obligation, conversation or have any questions, please get in touch.

Contact Us

Regulartory framework govering retirement funds in south africa

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Compliance and governace in retirement funds

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Retirement fund administration

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Introduction to investment management

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Actarial concepts for retirement funds

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Ethics and professionalism for retirement funds

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Lorem ipsum dolor sit amet.

Ready to have a conversation?

If you’d like to have an informal, no obligation, conversation or have any questions, please get in touch.

Contact Us

Legislation

Keeping up with the ever-evolving legislative landscape is crucial, especially in the financial sector. Staying informed about relevant laws and regulations helps ensure compliance, reduces risks, and enables better decision-making. Our dedicated team is committed to helping you navigate these changes and stay ahead of the curve.

1. Financial Advisory and Intermediary Services Act (FAIS)

https://www.gov.za/documents/financial-advisory-and-intermediary-services-act

2. Collective Investment Schemes Control Act (CISCA)

https://www.gov.za/documents/collective-investment-schemes-control-act#:~:text=The%20Collective%20Investment%20Schemes%20Control,to%20provide%20for%20incidental%20matters.

3. Pension Funds Act

https://www.gov.za/documents/pension-funds-act-22-may-2015-1349

4. Financial Markets Act

https://www.gov.za/documents/financial-markets-act

5. Long-term Insurance Act

https://www.gov.za/documents/long-term-insurance-act

6. Short-term Insurance Act

https://www.gov.za/documents/short-term-insurance-act