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ADVISOR VIEWS 

Multi-asset class unit trusts: why diversification matters

25 June 2019 / By Michael Haldane
By creating a blended portfolio and rebalancing regularly, you can both lower volatility and boost returns.

Raise your game

21 June 2019 / By Richus Nel
Some coaching considerations to keep in mind that apply to both your sporting hobbies and investment plans.

Are financial advisors really worth it?

20 June 2019 / By Stephen Katzenellenbogen
Unless financial markets, -legislation, -tax and -planning are your profession or committed hobby, you may be better off consulting an expert.

Financial considerations on divorce

19 June 2019 / By Craig Torr
Twenty financial planning aspects to work through.

Are millennials changing the world or making the same mistakes?

13 June 2019 / By Elke Brink
In failing to plan for their financial futures, they may be more like preceding generations than they'd like to admit.

Should you invest in things that retirees buy, to fund your own old age?

11 June 2019 / By Trevor Lee
Perversely, good investments may turn out to be in daycare and pre-primary schools for pre-school children.

Financial planning for the terminally ill

11 June 2019 / By Eric Jordaan
After diagnosis, you may want to reassess your medical aid plan option, review any potential insurance claims you might have, and consider caring options for the future.

The importance of the choice of investment vehicle

7 June 2019 / By Johan Burger
A look at the benefits of using endowments.

Why the gig economy may appeal to retirees

5 June 2019 / By Eric Jordaan
The continual rise of digital platforms is generating more creative ways for retirees to generate income and contribute meaningfully to the economy.

Ten life events that your adviser can guide you through

5 June 2019 / By Craig Torr
When life happens: almost every significant life event has financial, tax or legal implications.

May 2019 economic highlights

3 June 2019 / By Michael Haldane
A round-up of local and international political and business news.

Choosing your retirement home

30 May 2019 / By Craig Torr
Many retirees find themselves torn between buying section title, investing in a share block scheme or securing life rights to a unit.

Important decisions before entering an investment

30 May 2019 / By Michael Haldane
A look at local vs offshore; active vs passive; best- or worst-performing funds; and equities, bonds, cash or property.

You, me and money

29 May 2019 / By Craig Torr
12 tips to making money work in your relationship.

Financial lessons from successful mega farmers

27 May 2019 / By Richus Nel
Many farms in South Africa are a clear example of long-term investment, everyday discipline and multi-generational planning.
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