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.
Financial planning and advice
Take a look at our latest articles listed below.
Career Women: Financial Planning Priorities
In 2023, as a career woman in South Africa, we hope you are making professional waves for all the right reasons. We’re delighted to see women leading in business and entrepreneurship…
Come-back kids cause a boomerang-generation headache for parents
Meet the ‘boomerang generation’ – young adults in their 20s and early 30s living with their parents. There might even be one on your couch.
Crypto’s Dirty Secrets
Cryptocurrency has a downside that is very relevant to the real world: it uses a lot of energy. Given our ongoing concern about the health and sustainability of the planet and how climate change...
Debt management: profit by curbing your borrowings
While a lack of debt management can be financially crippling, there are certain occasions that require nearly all individuals to borrow money.
Disruptive Technology: How to Harness it to your Investment Advantage
Since March 2020 we have all become overly familiar with personal disruption in a variety of forms…
Do South Africans need an offshore will for their offshore assets?
If you are a South African who owns foreign assets, you may be asking whether you need a foreign will to administer your offshore assets effectively. Whatever the form of your foreign assets -...
Don’t skimp on business continuity costs
Shareholders and business owners need to protect themselves as their businesses’ most important assets. The need for business assurance cannot be underestimated.
Ex-pat financial planning – QROPS
What you need to know about your UK pension and QROPS as a British expatriate living in South Africa.
Extreme Market Volatility Accelerates 2023
Even if you are an eternal optimist and confirmed “market bull” the behaviour of global investment markets in recent years has been challenging. We find ourselves in transition from…











