SUMMER NEWSLETTERS 2023
Take a look at our latest articles.
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. Whether it be the extremes of hard lockdowns, social unrest, or load shedding, the upheaval has been real.
How our Investment Planners can interact with you Post-pandemic
The COVID-19 pandemic gave us all no option but to engage with one another virtually both in the personal and professional spheres of our lives. It was life-altering, to say the least, and not always for the better.
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...
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...
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...
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 -...
Living Annuity vs Life Annuity: and what about a Hybrid Annuity?
Once you have carried out your investment plans successfully, you are faced with the next step: figuring out the options that you have to derive an income from your investment, post-retirement....
Professional Parenting: Balancing Home and Work
One way or another, there is a significant challenge to balance your career with starting a family, as both require substantial amounts of time and energy. And while there is a trend towards...
Rising Interest Rates 2022: When to Choose a Fixed Rate Home Loan Option?
With recent rapid increases in the annual inflation rate, the South African Reserve Bank (SARB) has responded by increasing the interest rate they charge commercial banks. Those banks in turn have...
