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ADVISOR VIEWS 

How to get Sars to pay back the money

A look at three investment products that offer you tax benefits.

Your investment options for 2019

2018 was a difficult investing year and 2019 is expected to be even less predictable. So how should you respond? Should you stay the course or should you tweak your investment policy for 2019?

The decision every parent must make, and would rather not

Considerations when appointing guardians for your minor child.

Why have a pilot or financial advisor?

Drawing parallels from the US Airways Flight 1549 event, and investing amid turbulent markets.

Top five investment tips for a new year

A full personal finance review is the best starting point to see what a most suitable goal for a new year should be.

Great books to read in the Christmas break

As chosen by Rosebank Wealth staff, fund managers and clients.

How cycling connects to better long-term investing

Biking to retirement: Start with small achievable targets and learn to ride the ‘investment bike’ over many years, long before retirement.

30-somethings: gain control of your finances

Life is complicated enough. Your money needn’t be.

Why you deserve the best financial planner

The decision to take ownership of your goals and start saving in the first place is where most people fail.

Before you get married…

Being open and honest about each other’s intentions with money can help each spouse understand the other and plan accordingly.

It will rain again – don’t try to predict, rather prepare

Important financial lessons learnt from the recent drought.

Now is a good time to take stock and update your financial affairs

The South African equity markets have moved sideways over the last five years and many investors must be wondering if they are on the right path to inflation-beating investment returns. Maybe it is time for a review? And while you are reviewing your investments, consider reviewing your life insurance policies and your will. Reviewing investment

Your children are not your retirement plan

Wealth can cause people to become less empathetic or compassionate and the desperation of poverty can have a detrimental effect on character.

Current markets can be a scary place

With two months to go before the year comes to a screeching halt, the current downward movement in markets has led to investors’ emotions ranging from concern to outright anxiety. The markets have declined as follows: S&P 500 year-to-date – 0.1% (down 9.3% on its high) MSCI year-to-date – 3.3% (down 6.9% in October) JSE

Things to consider for the international student…and their parent

The rand is weak against the dollar and will most likely weaken further in future, thus education abroad will become costlier.
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