If you have an investment policy, chances are someone is earning commission on it. When did you last speak to your adviser and do you even know who they are? Maya (@mayaonmoney) and Mapalo (@womanandfinance) discuss commissions, fees, advice as well as why you need to start being more careful about protecting your online data.
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I have R2.8 million rand in an Ashburton unit trust. I am not sure whether I should leave it there or transfer it to a fixed investment instead. I am a 50 year old female. Would appreciate your advice. Many thanks.
you need to speak to an adviser as there are so many variables to consider. If this is a long-term investment (more than five years) and you are doing this because you have been unhappy about past-performance, keep in mind that over time the market does outperform cash. You may be making the switch at the wrong time. But this is something you need to discuss within the context of a financial plan