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Multi-generational financial planning

Part of the planning process is to ensure the next generation is equipped to receive the wealth, appreciate its value and make smart investment choices.

Using a trust effectively

One of the biggest benefits of using a trust is to transfer assets without incurring transfer duties or death taxes.

Don’t let the default option lead you to a false sense of security

A default plan doesn't consider a retiree’s personal circumstances, and there's a risk that it'll severely underperform your growth.

Planning for incapacity: dementia in focus

Most open medical schemes don't recognise the illness as a chronic condition and very little cover is provided.

Navigating the world of offshore investments

Potential investors must consider where they are in their life stage, their financial goals and their appetite for risk.

Smart savings

How to access six different savings vehicles and who should take advantage of them.

9 reasons to engage the services of a financial planner

As an independent and educated gauge, your advisor fulfils the important, and often indispensable, role of financial touchstone.

Active versus passive investing

Each investment style has its own advantages and disadvantages, which should be considered along with costs and risk.

The benefits of a multi-manager

A multi-manager strategically allocates a client’s capital to carefully-selected funds in line with the agreed investment mandate.

Why it’s a good idea to start saving up towards your retirement now

It's said you would need at least 70% to 75% of what you earned at the peak of your career to maintain your lifestyle at retirement.

The frugal life is the safest road to wealth

Delaying gratification may be one of the biggest factors to overcome to build wealth.

June 2019 economic update

A round-up of economic and political news from last month.

On the brink of retiring? Three vital tips

A look at retirement and emigration; living annuities and high offshore exposure; and where to draw your income.

Raise your game

Some coaching considerations to keep in mind that apply to both your sporting hobbies and investment plans.

Are financial advisors really worth it?

Unless financial markets, -legislation, -tax and -planning are your profession or committed hobby, you may be better off consulting an expert.

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