Articles
Take a look at our latest articles.
How to not let taxes erode your retirement investments
Proactive tax planning can significantly enhance your financial security. In his BusinessLIVE article, Michael Maré, CFP® FPSA®, outlines key investment structures, their optimal use, and how to combine them for a tax-efficient retirement plan.
Diversification the proven way to navigate market uncertainty
In his BusinessLIVE article, Michael Maré, CFP® FPSA®, considers how South African investors can strategically position their portfolios in order to weather the next inevitable economic disruption.
Trump’s 2nd Presidency to Date – mid-2025
Donald Trump's second presidential term has ushered in a period of rapid policy changes across multiple sectors of government. His administration's early actions have drawn both fervent support and...
Investing Offshore as a South African: A Two-decade Perspective
Investing offshore is an essential strategy for South Africans if you are seeking to diversify your investment portfolio and mitigate local economic risks. The landscape of offshore investments…
Budget 2025: South Africa’s Tax Blues
VAT, VAT, is it just about the VAT? The SA Budget Speech 2025 debacle will be remembered for a long time to come. The most contentious issue, and the one which attracted most attention, was the…
Growth Investing AND Protecting your Balance Sheet
Growth investing is a strategy of investing in companies that are expected to experience significant growth in revenue, earnings and cashflow. We all need to include growth stocks in our portfolios...
Power of Attorney: Paperwork & Background
The law in South Africa requires a Power of Attorney for you to act legally on behalf of another person, even if they are your parent, sibling or child. Why do you need a Power of Attorney? Under...
Semi-retirement Strategies: Investment Planning in your 50’s
For many South Africans, semi-retirement is now replacing the "gold watch and farewell drinks" finality of the traditional retirement transition. Rather than a fixed event, people are increasingly...
FAIS 2025 in South Africa: New Risk Questionnaire Requirement
FAIS requirements can often evoke a sigh; none of us love paperwork, let's face it. But some paperwork is designed for your protection and benefit... so it's not all bad! So, you've got (e)mail......
Passing Wealth on: Next Generation Planning for South Africa
Inter-generational planning about passing wealth on isn’t just for the ultra-wealthy. Many South African families have accumulated meaningful wealth over time, through entrepreneurship, property...
