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ADVISOR VIEWS 

What retirees regret most about their retirement funding journeys

19 August 2019 / By Craig Torr
A huge regret by many is not having preserved their retirement funds when changing jobs or moving between employers.

Should you consult a psychologist or a financial advisor?

19 August 2019 / By Trevor Lee
Study shows advisors who persuaded clients to stick to pre-agreed investment plans helped make a significant long-term contribution to the total value of their investments.

Financial risks faced by cohabiting couples

19 August 2019 / By Eric Jordaan
How to protect yourself in the event of the death of a partner or the dissolution of the relationship.

The fundamentals of investing

15 August 2019 / By Gareth Collier
A portfolio should balances investment risk with investment returns, to achieve a more favourable result over your investment horizon.

Questions to ask your financial advisor

14 August 2019 / By Eric Jordaan
Your advisor should be able to show they'll will work independently for you, and won't be affected by industry/association affiliations.

What children’s books can teach us about money

14 August 2019 / By Craig Torr
'If more of us valued food and cheer and song above hoarded gold, it would be a merrier world' - The Hobbit.

What makes investing so difficult?

8 August 2019 / By Michael Haldane
The risk in cryptocurrencies is very high and in no way an easy way to make a quick profit.

Financial advice to my 25-year-old self

7 August 2019 / By Craig Torr
Wealth is built slowly and deliberately, and has very little to do with the size of your first pay cheque.

Two effective tools to risk-proof your business

7 August 2019 / By Devon Card
Business owners can use business assurance and key person insurance to proactively reduce or mitigate risks, provide liquidity and ensure smooth succession.

How do I get offshore exposure?

7 August 2019 / By Stephen Katzenellenbogen
The decision to invest must be practical, not emotional. and must meet the investor’s circumstances.

Questions to ask the person you plan on marrying

6 August 2019 / By Eric Jordaan
Disparate attitudes towards money, spending, bank accounts and property ownership can lead to unnecessary tension.

Drafting a last will and testament

5 August 2019 / By Martin de Kock
It's advisable that your will be drafted in conjunction with your financial plan.

How your group life cover and personal insurance work together

5 August 2019 / By Gareth Collier
It's important to determine whether your group life cover is approved or unapproved as tax may affect the quantum of the final payout.

July market economic updates

3 August 2019 / By Michael Haldane
A round-up of market, economy and currency news.

Keep financial planning on track through pregnancy and birth

1 August 2019 / By Devon Card
With your partner, prepare a realistic post-baby budget that covers your maternity leave period, then work out the shortfall.
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