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LATEST

ADVISOR VIEWS 

July 2021 economic update

4 August 2021 / By Michael Haldane
European stocks have been a mixed bag, as fears return over more Covid-19 restrictions following a breakout of the Delta variant.

Financial planning for women: Protecting your finances against divorce

3 August 2021 / By Eric Jordaan
The best time to put mechanisms in place to protect yourself financially is at the start of a relationship.

A-Z of investing

2 August 2021 / By Gareth Collier
Global terms and phrases which all investors should know and understand.

Factors to keep in mind when moving after retirement

2 August 2021 / By Wouter Fourie
You need to take factors like security, personal relationships, relatives, climate and health into account.

How will my family receive the assets from my estate?

30 July 2021 / By Michael Haldane
It all starts with the will.

Watch out for new fraudster tricks

30 July 2021 / By Alwyn Smit
Fraudsters have not taken a sabbatical during the Covid-19 pandemic.

The emergency fund: A financial planning fundamental

29 July 2021 / By Gareth Collier
If saved in the correct vehicle, your emergency fund can earn you interest and act as a safety net to ensure that you don’t need to access high-interest debt if you are suddenly faced with unexpected costs.

When and how to set up a testamentary trust

28 July 2021 / By Eric Jordaan
A testamentary trust is easy to set up and can have significant benefits for your loved ones.

What you need to know about foreign exchange

27 July 2021 / By Braam Bredenkamp
The forex market is one of the most actively traded markets in the world and has an average trading value of US$5 trillion per day.

Blue bird takes flight

26 July 2021 / By Trent Hodges
Through carving out engaged communities, Twitter has become more attractive to advertisers.

Raising your children to have a healthy relationship with money

26 July 2021 / By Craig Torr
Through our words and actions, we can provide our kids with a better chance of developing a positive connection with money.

Ignore offshore investments at your own peril

23 July 2021 / By Wouter Fourie
You are going to lose out on investment returns and global growth if you shunt this valuable add-on to your investment portfolio.

Things to have handy in case you pass away

23 July 2021 / By Martin de Kock
Keep these documents safely in a folder and tell someone you can trust where it is kept.

Tax season: Navigating your 2021 tax returns

23 July 2021 / By Gareth Collier
Not everyone who has earned an income in the current tax year needs to file a tax return.

Can your financial advisor get you to the Olympics?

22 July 2021 / By Richus Nel
Quality financial advice is like a good coaching relationship, where the advisor assists the client in facing and overcoming their financial challenges.
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