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......
Financial planning and advice
Take a look at our latest articles listed below.
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.
How to spot a possible financial scam?
Financial fraudsters are becoming increasingly sophisticated when it comes to playing on our fears and emotions so that we act hastily and irrationally, to our detriment. Here are a few common...
Solid strategy key to staying the course and avoiding bad choices
Many investors jump into the market when they should be getting out and vice-versa. Morné Bezuidenhout explains why.
How to Invest Successfully – Characteristics of a Successful Investor
Since March 2020 we have all become overly familiar with personal disruption in a variety of forms. Whether it be the extremes of hard lockdowns, social unrest, or load shedding, the upheaval has been real.
Inflation and the Wage Price Spiral: South Africa and Beyond
South Africa has its own unique economic challenges, but we are also affected by what is happening in the broader, global economy. Over the past 18 months, the cost of living has increased worldwide...
10 ways to spring clean your finances
In South Africa spring arrives just before the big Christmas spending season. What better time to get a handle on your finances each year?











