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ADVISOR VIEWS 

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.

Facts and fiction about retirement

31 July 2019 / By Marise Smit
With expectation and risks come many misconceptions about planning, preparation and timing.

Financial planning advice for women

29 July 2019 / By Eric Jordaan
Steps women can take to ensure their financial security.

The gender retirement gap

29 July 2019 / By Craig Torr
A look at effective steps women can take to contain the seemingly-insurmountable gap.

The advantages of a retirement annuity

26 July 2019 / By Devon Card
Investors can save tax and, at retirement, withdraw R500 000 tax-free from their RAs.

Investor appetite for sustainable investment is paying off

25 July 2019 / By Sonia du Plessis
Figure out what's most important to you and work with a financial advisor to find socially-responsible investments that align with your values. 
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