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ADVISOR VIEWS 

If you think your savings will be sufficient for retirement, think again!

Higher life expectancy: key factors to consider.

Procrastination: it is a lose lose game

Thoughts on when it’s the right time to invest.

Are trusts still as applicable as they once were?

Discussions on the Davis Tax Committee Report and its recommendations in terms of trusts.

Tip: Is paying off your bond really the best way to pay off your bond?

Should you make additional payments to finish paying off your bond sooner? It’s something most of us strive for because it offers financial peace of mind plus acquiring a debt-free property to your name is a big step towards financial freedom.

Tip: Taking charge of your finances

Too often, we become complacent about our personal finances and as a result, we miss out on the long-term benefits. Growing your wealth and reaching that goal of endless passive income is a tough task and requires a very particular approach to your finances. It’s an approach that very few adapt mainly because Personal Finance

Tip: Three steps to retiring early

Working because you want to and not because you have to; or getting involved in work that gives you happiness, whether it be charitable work, your own business or a hobby - that is the eventual goal.

Buy-to-let property vs unit trust funds

Here’s an interesting question, and one that I have been asked frequently: “I want to invest; should I buy property and rent it out (buy-to-let property) or should I invest into unit trust funds such as Coronation, Allan Gray, etc.?”
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