Articles
Take a look at our latest articles.
Advice for South Africans on investing offshore
Many South Africans are in a ‘local is lekker’ investment mood at the moment and who can blame them?
After Christmas is the time to talk turkey
Proactively talking to your parents about their financial wellbeing when they reach retirement is a good idea for you and them.
Annual bonus – what spending it is REALLY costing you
Why save your annual bonus? Where’s the harm in spending it this time and saving next year’s annual bonus instead?
Annual review of your company retirement fund
In the light of changes in the legislative framework surrounding retirement funds and lump-sum benefits, it is important to review the structure and benefits of a retirement fund.
Approaching retirement in the time of Covid-19
Heading into retirement during the Covid-19 pandemic may feel like the worst possible timing. But the key is not to panic.
Are South African shares really local investments?
Companies listed on the JSE that derive the bulk of their earnings offshore might give you more exposure to offshore markets than you think.
Avoiding the pitfalls of small business shareholdings
Many people’s ownership interest in a business is usually in the form of a shareholding in a private company, or a member’s interest in a close corporation.
Best Retirement Fund Solution?
A life cycle fund will provide an outcome without reference to your circumstances, requirements, risk appetite, market conditions or relative opportunities.
Beware the pitfalls of signing personal surety
When it comes to personal surety, the biggest danger to your finances can be your wealth. Here’s how the paradox works.
Investment Scams in South Africa
Investment scams continue to plague South African investors. From Ponzi schemes to high-risk cryptocurrency frauds, discover how to spot red flags and protect yourself from financial loss.
