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LATEST

ADVISOR VIEWS 

A light still flickering at the end of the tax tunnel

18 February 2019 / By Gavin Butchart
There is still time for you to top up your RA or tax-free savings account before February 28.

Think carefully before selecting Section 12J schemes as an investment

14 February 2019 / By Brian Butchart
Why we don’t get excited when alternative investments go up for sale?

January 2019 economic and market update

12 February 2019 / By Michael Haldane
The best-performing shares in January were financial services.

You can be debt-free

12 February 2019 / By Martin de Kock
Tips to keep debt from swallowing your hard-earned money.

What is smart indexing investing and how does it help your investment portfolio?

11 February 2019 / By Michael Haldane
Smart beta funds seek to achieve better risk-adjusted returns than traditional index funds.

Red flag: Do your research before investing in a section 12J project

5 February 2019 / By Trevor Lee
Tips to select a profitable investment.

How to get Sars to pay back the money

30 January 2019 / By Stephen Katzenellenbogen
A look at three investment products that offer you tax benefits.

Your investment options for 2019

24 January 2019 / By Trevor Lee
2018 was a difficult investing year and 2019 is expected to be even less predictable. So how should you respond? Should you stay the course or should you tweak your investment policy for 2019?

The decision every parent must make, and would rather not

22 January 2019 / By Richus Nel
Considerations when appointing guardians for your minor child.

Why have a pilot or financial advisor?

13 December 2018 / By Alexander Babich
Drawing parallels from the US Airways Flight 1549 event, and investing amid turbulent markets.

Top five investment tips for a new year

12 December 2018 / By Suzean Haumann
A full personal finance review is the best starting point to see what a most suitable goal for a new year should be.

Great books to read in the Christmas break

6 December 2018 / By Trevor Lee
As chosen by Rosebank Wealth staff, fund managers and clients.

How cycling connects to better long-term investing

4 December 2018 / By Richus Nel
Biking to retirement: Start with small achievable targets and learn to ride the ‘investment bike’ over many years, long before retirement.

30-somethings: gain control of your finances

27 November 2018 / By Mduduzi Luthuli
Life is complicated enough. Your money needn’t be.

Why you deserve the best financial planner

27 November 2018 / By Wouter Fourie
The decision to take ownership of your goals and start saving in the first place is where most people fail.
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