Economies have always needed energy to grow wealth. The rise of AI, the next frontier of global economic growth, has ramped up energy requirements in developed countries at a time when many were...
Financial planning and advice
Take a look at our latest articles listed below.
Passive Investing Looks Easy – Until Markets Stop Rising
Right now, it's easy to make a case for passive investing. Global equity markets have delivered exceptional returns, led by US technology companies and extraordinary enthusiasm around artificial...
Longevity, Retirement and Wealth Transfer: Rewriting the Rules in RSA
Living longer means retirement is no longer a short final chapter, but a 30-year-plus life phase. This demands an adjusted approach to financial planning because it reshapes the fundamental...
South Africa Grey List Removal: What it Means for You
South Africa’s grey-listing in 2023 by the Financial Action Task Force (FATF) caused both frustration and angst. Frustration because swifter governmental action could have avoided grey-listing in...
How Much is Enough? Earning More but Feeling Poorer
Many people today share a similar frustration: “I’m earning more… so why do I feel financially worse off?” Objectively, it's very possible that your money no longer goes as far as it used to. In...
Dollar Weakness: Why You Shouldn’t Panic
As a South African investor, you likely feel uneasy when financial headlines highlight a weakening US dollar - especially if your investment portfolio includes exposure to US companies. That's...
Financial Planning and AI
Why personal financial planning cannot be fully replaced by Artificial Intelligence AI-powered tools can analyse vast datasets, predict market trends, and optimise portfolios with remarkable...
Financial Security After Bereavement: Forewarned is Forearmed
The death of a life partner, particularly if they are the main breadwinner or person who handles the financial administration for the household, can have devastating consequences for the surviving...
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…











