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...
Financial planning and advice
Take a look at our latest articles listed below.
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…
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...











