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LATEST

ADVISOR VIEWS 

How do you decide between retirement income options in the retail market? Part 1

25 May 2022 / By Braam Bredenkamp
A comparison of living and life annuities.

Long-term investing: Don’t let your emotions be a compass

24 May 2022 / By Craig Torr
Exploring seven emotional biases and how they can wreak havoc on one’s investment portfolio.

Planning to get married? A comparative analysis of marital regimes

23 May 2022 / By Eric Jordaan
And for those who are hesitant to tie the knot, we have included the financial and legal consequences of cohabitation.

Living annuities vs life annuities: The basics

20 May 2022 / By Rocco Van Zyl
It's important to be informed of your different options at retirement.

The real cost of the war on the South African pocket

20 May 2022 / By Michael Haldane
Oil price increases, interest rates, and petrol price hikes are just some of the effects of the war.

Protecting yourself financially against future ill-health

19 May 2022 / By Craig Torr
When it comes to providing for future healthcare costs, there is, unfortunately, no silver bullet.

We all need good news… let’s connect the dots

18 May 2022 / By Marius Fenwick
A look at some of the positive milestones SA has achieved.

Why wait until you die? Living inheritance now!

18 May 2022 / By Michael Haldane
When and how to give a living inheritance, and the advantages and disadvantages thereof.

Let’s talk about… debt at retirement

17 May 2022 / By Francois le Clus
Why you probably shouldn't be including your monthly debt repayments into your budget when retiring.

Disability awareness month: Taking stock of your disability cover

17 May 2022 / By Gareth Collier
Taking stock of one’s disability cover will likely involve more than a cursory glance at your policy document.

The critical role of comprehensive life insurance as part of proper estate planning

16 May 2022 / By Okkie Slabbert
Life insurance is probably the easiest and most inexpensive way of leaving a legacy.

Mid-May market report

13 May 2022 / By Mauro Forlin
The ongoing war in Ukraine, China’s Covid lockdowns, and increased monetary tightening by global central banks remain the biggest drags on sentiment.

15 things to know about offshore investing

9 May 2022 / By Craig Torr
There are now very few barriers to entry for those wishing to externalise their funds.

The curious case of offshore assurance

6 May 2022 / By Christiaan Wessels
What are the benefits of having offshore insurance in place?

Wealthy South Africans are leaving in droves

6 May 2022 / By Michael Haldane
Data shows approximately 4 500 HNWIs have left South Africa over the past decade.

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