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LATEST

ADVISOR VIEWS 

Build a future-orientated portfolio using history as your teacher

14 August 2018 / By Peter Nurcombe-Thorne
South Africans had little choice but to invest in the local stock exchange, artificially boosting performance.

Tips on growing up financially

7 August 2018 / By Mduduzi Luthuli
Prepare to break old, unwanted habits and cultivate new, effective ones instead.

Women, it’s time to take charge

3 August 2018 / By Suzean Haumann
Get to know how to manage your own finances, and be open about it.

Are you a good financial role model to your child?

3 August 2018 / By Mduduzi Luthuli
Children don’t do what they are told but rather emulate what they see, financially too.

Do I need a financial mentor?

30 July 2018 / By Mduduzi Luthuli
For those hailing from financially dysfunctional family backgrounds, money matters often appear clear as mud.

Hybrid living annuities: the Boeing of retirement?

27 July 2018 / By Richus Nel
Retiring (like flying) without the necessary research, prior learning and regulatory precautions could result in a crash.

Three reasons to aim for a debt-free life

19 July 2018 / By Mduduzi Luthuli
Credit cards and other loans can put what you want within financial reach, but a life without debt is surely more rewarding?

Overcoming the fear of wealth

8 July 2018 / By Mduduzi Luthuli
To make wealth you need to control your cashflows. To become wealthy, you must adhere to a budget.

Breaking the cycle of poor spending and regret

5 July 2018 / By Mduduzi Luthuli
Break the cycle of poor spending and regret.

Managing personal finances requires partnership

2 July 2018 / By Suzean Haumann
It's not a pleasant discussion to have but it is of utmost importance to do so.

What a latte in a disposable cup can do for you (or not)

2 July 2018 / By Stephen Katzenellenbogen
Spend less than you earn, and buy less than you can afford, you will save a lot of money.

Dealing with portfolio headwinds. When do you panic?

28 June 2018 / By Peter Nurcombe-Thorne
As we wrote in our most recent article, a look at recent returns of pension portfolios (Regulation 28 compliant) over periods of three, five and 10 years doesn’t make for cheerful reading. So when is it appropriate to panic? We don’t think panicking is ever in order   The core proviso to this assumes that

Have you wondered what happens to your living annuity upon divorce?

30 May 2018 / By Herman Klopper
Some serious calculations are needed.

How to invest offshore, an easy guide

30 May 2018 / By Wouter Fourie
You can invest indirectly or directly - both have various options.

Five tips for the ideal long-term retirement portfolio

21 May 2018 / By Peter Nurcombe-Thorne
Saving for retirement can be compared with a long sea journey.
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