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…
Financial planning and advice
Take a look at our latest articles listed below.
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...
Pros and cons of Hedge Fund Investments
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...
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.











