easyequities

Carly Esterhuizen, Brand VP at EasyEquities, hosts this conversation about investing for your kids. She is joined by Justin Pearse, VP of Partner Operations at Purple Group, and Ntombifuthi Dube, Client Experience Team Leader at Easy.

Aside from being teammates at EasyEquities, these three have another thing in common: parenthood. Carly, a new mom, leans on Ntombi and Justin as experienced parents willing to share their insights in navigating family, kids, and finance.

As the first part of this two-part conversation, we get to know our guests’ beliefs, from planning for little ones, managing expectations, to teaching the next generation about the value of money.

Click here to find out more about opening an account for your kid: https://www.easyequities.co.za/youth-account

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Every year, without fail, markets move - some years more drastically than others. The difference is in understanding why they move as they do.

To give us a clear understanding of the ‘Why’ we invited Duane Gilbert, Chief Investment Officer of RISE - a licensed fund administration, investment management and consulting firm that supports retirement funds and their members.

The conversation contextualises the role central banks and inflation played in driving markets,  how global political events shaped markets, and why the contraction of the Chinese economy affected global markets. We also put SA Inc under the microscope.

Make sure to tune in throughout the chat to hear about some of the challenges and opportunities in the markets.

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Once again, we’ve invited CayLow Mbedzi (EasyEquities Brand Manager) and JD Breytenbach (Senior Trader at Purple Group) into the studio to tell us what's been moving and shaking the markets lately.

To kick things off, we discussed inflation, US earnings, and the significant dividend payouts in October (and it's a lot!).

CayLow provided valuable insights by explaining Sustainable Development Goals and why some companies have aligned their operations with these objectives. JD then delved into the most-purchased shares by retail investors on EasyEquities. The duo wrapped up the discussion by sharing the companies that have caught their attention.

These were the shares and other investment vehicles mentioned in this episode in JD and CayLow’s watchlists:

• Gold 
• Bonds 
• Bytes Technology Group (JSE:BYI)
• Tietto Minerals (ASX:TIE)

Other shares mentioned in this episode:

• Sibanye Stillwater (JSE:SSW)
• Renergen (JSE:REN)
• BP (LON: BP)
• Astral Foods (JSE:ARL)
• Pick n Pay (JSE:PIK)
• BHP (JSE:BHG)
• Volkswagen (ETR:VOW3)
• Heineken (AMS:HEIA)
• Tesla (NYSE:TSLA)
• Rolls-Royce (LON:RR)

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @caylow_SA @JD_Breytenbach  or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

CayLow Mbedzi (EasyEquities Brand Manager) and JD Breytenbach (Senior Trader at Purple Group) joined us in the studio to tell us what's been moving the markets lately.

To start, we talked currencies and interest rate hikes in Mzansi and around the globe (and what exactly these mean for us beginners!).

With South African consumers catching hands at the latest petrol prices, CayLow breaks down ‘Fossilflation’ to us, with JD later highlighting why Sasol is on his watchlist for shares to keep an eye on. CayLow also talked about the highest dividend-paying stocks in the month of September on the EasyEquities platform.

These were the shares and other investment vehicles mentioned in this episode in JD and CayLow’s watchlists:

• Adcock Ingram (JSE:AIP)
• Satrix Govi (JSE:STXGVI)
• Astral Foods (JSE:ARL)
• Netcare (JSE:NTC)
• Life Healthcare Group (JSE:LHC)
• Sibanye Stillwater (JSE:SSW)
• Cleanaway Waste Management (ASX:CWY)
• Rolls-Royce (LON:RR)

Other shares mentioned in this episode:

• Spar Group (JSE:SPP)
• ABSA (JSE:ABSP)
• Standard Bank (JSE:SBK)
• Sasol (JSE:SOL)
• BHP (JSE:BHG)
• Thungela Resources (JSE:TGA)
• AngloGold Ashanti (JSE:ANG)
• MTN Group (JSE:MTN)
• Deep Yellow (ASX:DYL)
• Bannerman Energy (ASX:BMN)
• Paladin Energy (ASX:PDN)
• Volkswagen (ETR:VOW3)
• Heineken (AMS:HEIA)
• Tesla (NYSE:TSLA)
• Nvidia (NYSE:NVDA)
• Apple (NYSE: APPL)

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @caylow_SA @JD_Breytenbach  or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

We have invited Sascha Graham, Head of Legal at Purple Group and EasyEquities, back to the Easy Does It studio for a chat about the safety of your investments in EasyEquities.

The ever-charming legal eagle simplifies the complex rules around financial regulations that Easy abides by.

This episode explains what it means when your investments are ‘ring fenced’ from EasyEquities’ operations, and whether fractional shares are protected as well as the voting rights around them (since we were on the topic of fractional shares anyway).

For frequently asked questions, check out the Easy answers for any questions you may have here: https://support.easyequities.co.za/support/home

Share the love with us on social media by letting us know what you think of the episode by tweeting @FinTLawyer_Girl @EasyEquities or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

We’re joined again by Siyabulela Nomoyi, Quantitative Portfolio Manager at Satrix, to explain how to read and understand fund factsheets.

It may look intimidating, but a fund factsheet/MDD (Minimum Disclosure Document) is the key information document for exchange traded funds (ETFs), unit trusts, and other types of funds.

Siya breaks it down, covering different aspects to look out for such as fund performance, fees, dividends, and other components.

But this episode isn’t just about translating paper. Siya does a great job in painting the bigger picture by showing us how funds work as well as the pitfalls to avoid when investing in funds.

Aside from his talents in attracting money, Siya is so passionate about education that he has his own blog site where he talks about funds and investing in general. You can check it out here: https://www.siyatheetfguy.com/

Share the love with us on social media by letting us know what you think of the episode by tweeting @S_Nomoyi @EasyEquities or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Nobody likes to think about and plan for their own death, but when you’re investing toward a future that results in generational wealth then you need to know your options. We invited Sascha Graham, Head of Legal at Purple Group, to tell us what happens to one’s easyequities account and investments upon death.

Did you know that your assets and liabilities form part of your estate? But did you know that you need a little paperwork (like a will) and admin (updated death benefits forms) in order to determine how your estate is distributed upon death?

Sascha untangles the complex web of legislations, investment vehicles and paperwork that govern how investments are dealt with upon passing.

While we try to make everything Easy, this conversation and topic may be one that helps when things get difficult. Hit play, and soak in the insights from the Easy Legal Eagle.

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @FinTLawyer_Girl or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

A few moments of truth about investing.

If you ever feel like you're alone in making investment mistakes, this episode is definitely for you! We have collected a few voicenotes from the Easy community to share the pain among each other, as this is a safe space after all.

Dj @ Large is joined by Cay-low Mbedzi (Junior Brand Manager at EasyEquities) and Jessica Joubert (Head of Social Media at EasyEquities) to serve as the episode's agony uncle and aunt, respectively.

Rewind and hit play to hear the different investing confessions - the good, the bad, the risks and rewards, and the ugly parts of following trends and allowing emotions to spiral.

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider)

Are emotions a bad thing when it comes to money?

This question sets us up for this episode, featuring independent Financial Planner, Obakeng Maoka.

Obakeng weighs up IQ versus EQ to unpack which is more important in managing money, as well as touching on the influences of our upbringings on our financial personalities.

The financial planner also shares the four most prominent emotions that researchers found have an influence on our financial decisions.

Listen to this episode to check whether you agree with what researchers say about these emotions, as well as how to separate emotions from money.

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @ObakengMaoka or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

2022 was a massive year for the Easy Does it podcast. We stripped away all the jargon and complication associated with investing, whilst encouraging ordinary South Africans to own the market.

Press play as Dj @ Large rewinds back to some key guests and moments from 2022. From hosting CEO’S, investment professionals, entrepreneurs to finlit influencers.

Thank you for supporting the podcast and helping us reach more than 200 000 downloads  across more than 150 countries!

Share the love with us on social media by letting us know what you think of this episode  by tweeting @EasyEquities or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

There's no doubt that 2022 was an interesting year for investors. A year filled with uncertainty and opportunity. From Russia's invasion of Ukraine, to global monetary tightening, raising interest rates to never-ending power cuts.

So as we come to the end of the year, take a second to reflect on your investment portfolio and overall relationship with your money.

Were you able to own the market? Did you panic and sell or did you buy the dip? Were you able to stay committed to your budget? What financial lessons did you come out with?

On this episode Dj @ Large shares some of his financial goals and lessons from 2022.

Share the love with us on social media by letting us know what you think of this episode  by tweeting @EasyEquities or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

We went to the Money Summit to catch some insights from a range of people attending the annual LeaderEx event hosted at Sandton Convention Centre in Johannesburg.

This episode is part 2 of our coverage at the summit, and we were even more blown away by the people who are as passionate about financial education as we are!

We chatted to TV hosts and lawyers hailing from Klerksdorp to corporate executives, as well as summit visitors and more.

Same as in part 1, we continued asking personal questions from the people we came across, and for their tips about building a solid relationship with finance.

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

We always talk about investment vehicles, but we want to change gears a bit and talk about another type of vehicle, which happens to be an expense many people struggle with. Cars!

This is why we invited Reba S, a motor enthusiast and content creator who gives us the nitty gritty under the financial hood when it comes to vehicles and financing these machines. 

Reba gives us some unexpected advice and her unpopular opinions on buying and maintaining your car, as well as breaking down some of the popular misconceptions and mistakes people tend to make when it comes to vehicles.

We go from balancing the pros and cons of buying pre-owned cars, to financing options available to buyers, as well as navigating balloon [bleeping] payments.

If you’re a motorhead, did you know that you can buy shares in and invest in listed companies that are in the business of cars, via EasyEquities? From Transaction Capital (part owners of WeBuyCars) as well as Cartrack in South Africa, to Ford and Ferrari listed in America, you have many choices.

For more insights from Reba, you can catch her doing her thing on Ignite, DSTV channel 189.

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @_RebaS or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Not all parents can bank on making the next Elon Musk, but an independent child is a great place to start as a guardian. That is why we invited a supermom to give us tips around investing for your kids and raising them to be financially savvy.

Vicky ‘Mommy Money’ Angelopoulos, is a passionate investor and a mother to daughters among many other things. We invited Vicky to the podcast to get to understand her history and why she is intentional about her role as a financial guide for her kids and other parents in SA.

We talk about the shares she has bought for herself and for her kids, and we also get into some of the games she plays with her children to inculcate knowledge about the value of money.

Listen to this episode to hear about the steps the ‘Mommy Money’ is taking when it comes to raising money savvy children. Here’s a hint at one of the gems: “Never tell them how bad you were at maths!”

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @mommy_moneyza tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

While EasyEquities has two products synonymous with each other, ‘Baskets’ and ‘Bundles’, this episode is mostly about the latter! We feature Bongani ‘Bobo’ Nhleko from EasyWealth to simplify the world of Bundles within the Easy universe for us.

The Bundle appeals to lazy and curious investors alike! Whether you are not keen to get into the nitty gritty of the stocks markets and manage your portfolio yourself, or you want to fly your investments with an expert co-pilot, the Bundle has massive appeal for different INVSTRs.

We talk about the steps to follow to find the right Bundles for you, to the best performing ones, we cover a range of tips about the uniquely ‘Easy’ product in this bombastic episode.

From Crypto-themed to the prospects of ESG (Environmental, Social, Governance) Bundles, we talk about the range of these opportunities we have on EasyEquities.

Let us unwrap Bundles (of joy) on EasyEquities!

Press play and share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

Convincing a young professional to start saving and investing for retirement is tough business, which is why we’ve hit up the Head of EasyWealth at EasyEquities to encourage our fam at Easy Does It. Press play as Craig Turton tells us everything we need to know about retirement.

This episode is all about the 101s and beginner info you need to arm your own retirement planning. The creator of the Rainbow Rand and the Ubuntu Dollar highlights the power of compound interest, the types of retirement funds and how they work, calculating how much you could put aside right now and beating inflation, as well as the value in just getting started.

This is THE episode to get you kickstarted on retiring into a soft life!

Make sure to check out EasyEquities’ Robo Advisor (MrPhy) for projections and assistance in your retirement planning!

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider)

Get your apron on as we cook up another great portfolio with an INVSTR. This time it’s one of Easy's brand ambassadors and longtime collaborator, Jessica Maluleke.

A social media maverick and investing fundi with insights into how social media drives the investment behaviour of online communities. We talk Sasol, Purple Group and have a peek at Jessica’s portfolio.

Press play on this episode to understand the power and influence online communities have on investment portfolios.

Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider)

Happy 2022!

It's about time that we start talking to and about financial advisors and planners in order to strip away some of the traditional notions we hold about money.

With the help of Terence Tobin, an independent financial planner, we compare and contrast between the different shades of advisors and planners that could guide you through your financial journey.

In this episode Terence differentiates how fees are typically applied between planners and advisors, as well which side is more inclined to push specific products to its clientele. The man even shares tips on how to identify scammers!

Do not miss out on the practical insights shared in this instalment of Easy Does It.

Press play and share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities and @terencetobin or tagging us on the gram.

To sign up to EasyEquities: http://bit.ly/2EtcE85

DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).