Hedge funds can be seen as safe investments because they have the potential to deliver positive returns when share markets are falling. Due to the uncorrelated nature of their returns when compared...
Financial planning and advice
Take a look at our latest articles listed below.
Estate Plan: are your Beneficiary Nominations in place?
Your will may be signed but is your estate plan sorted? And specifically, have you recorded (or updated) your beneficiary nominations? Estate planning is often left for "later" - possibly because...
BRICS & De-dollarisation: the proposed new Currency
The BRICS grouping comprising Brazil, Russia, India, China, and South Africa (and recently some new member countries) has been a significant economic player in the global sphere over the past two decades.
Benefits and pitfalls of the Tech Stock Boom
Technology companies have made a permanent mark, both in our day-to-day routines and also on the global stock markets. By its nature technology is innovative, has the potential to disrupt the status quo, and can gain a global reach relatively fast.
Living Will: Why choose to make one?
Health care breakthroughs mean that we are living longer, healthier lives. However, the uncertainty of life means that there could come a time when you might no longer be able to advocate for yourself and your healthcare choices.
Divorce Amendment Bill 2023: South Africa
A Constitutional Court ruling in June 2022 found the Divorce Act of 1997 inconsistent with the South African Constitution, as it caused legal disparities and discrimination against the rights of individuals in certain unions. The draft Divorce Amendment Bill of 2023 rectifying the Constitutional Court’s concerns was recently approved by the South African parliament.
South African Trusts 2023: two important changes in the Law
With an increasing number of South Africans living distributed across the globe, Zoom meetings and non-resident tax status are increasingly common for South Africans.
Income Funds: crucial, but only part of a diversified Investment Strategy
Uncertain times both locally and globally mean that South African investors are in search of stability. As a result, income funds are having a moment – let’s take a look at why that is, and whether it’s important for your own investment strategy.
Solar Electricity Systems – Buying vs Renting in South Africa 2023
Eskom: with the current levels of load-shedding in sunny South Africa, the mere sight of that name may raise your blood pressure! And you know that the problem isn’t going to be…
Investing in Cash: Considerations for Your Long-term Investment Portfolio
Holding cash in a savings account or money market deposit is often considered a safe and secure investment, but is it a good investment in terms of long-term financial planning?