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ADVISOR VIEWS 

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.

Low risk may deliver unexpected consequences in retirement

23 April 2018 / By Suzean Haumann
It is as important to have a diversified investment approach in retirement as it is while accumulating wealth.

Six important tips for estate planning success

20 April 2018 / By Brian Butchart
How to re-evaluate your existing will, the liquidity of your estate and estate-planning goals in general.

Should you consolidate your discretionary money with your pension money?

16 April 2018 / By Herman Klopper
If you have taken a lump sum from your retirement fund, you must decide how best to take a drawdown from the capital that you've saved in various investment vehicles.

Trading in bitcoin, ethereum? Sars wants its share

10 April 2018 / By Wouter Fourie
Spare a thought for cryptocurrency traders.

‘My husband managed our finances’

9 April 2018 / By Jesse Morgans
Very few women feel 'very prepared' to make wise financial decisions - Prudential study.

Weird and wonderful offshore shares

21 March 2018 / By Peter Nurcombe-Thorne
The main requirements for your new investments would be that the underlying holdings add diversity to your existing portfolio, while offering good value.

Make the most of retirement planning tax benefits

16 February 2018 / By Marise Smit
Use the remaining weeks to the end of February to review contributions to retirement investments and tax-free savings accounts.

Why a fund of funds offerings makes sense

14 February 2018 / By Mags Heystek
Apart from significant diversification benefits funds of funds investment options offer a particular advantage for investors seeking tax efficiency.

Outrageous predictions for 2018

22 January 2018 / By Peter Nurcombe-Thorne
A look at Saxo Bank's annual list.

Bitcoin: what it is and why you should be cautious

19 January 2018 / By Lisa Hudson-Peacock
How to view it within your overall portfolio, as an investment opportunity.

Choices choices … living annuity or conventional life annuity?

15 January 2018 / By Suzean Haumann
In a lot of cases it would be most beneficial to have a combination of the two.

Great books to read in the Christmas break

13 December 2017 / By Peter Nurcombe-Thorne
Staff members, fund managers and clients share their current reads...
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