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ADVISOR VIEWS 

Financial advice to new parents

What advice would a financial advisor give to a client starting a family? Having children is an incredibly beautiful thing – one that changes your life forever. The parental instincts kick in; you become a nurturer, a protector and a provider for your little bundle of joy.  This is a very exciting journey to take,

Balance your year-end budget

10 tips to ensure that your budget doesn’t go on holiday this festive season.

Are income funds risk free?

There are several risks a management team must consider when constructing a portfolio of income-yielding instruments.

How a financial advisor can help create and preserve wealth

However, you cannot expect your financial advisor to be the purveyor of miracles.

Prescribed assets – why all the fuss?

The government can solve its money problem by drawing on the more than R6 trillion in managed savings.

Financial advice for single mothers

Besides the gender pay gap and running a single-income household, single mothers face unique challenges.

The essence of saving and the different ways to save

Every rand earned is worth saving today for the rainy days ahead.

Financial decisions that may come back to haunt you

Some financial decisions can have far-reaching repercussions.

Stay invested: guessing market movements costs you

Investors should stick it out when times are tough, but maintain their financial fitness when markets bounce back. 

Working towards financial freedom

A mindset is needed of working towards a point where we can do whatever we like for the rest of our lives.

Understanding investment biases

Cognitive and emotional biases may result in poor investment decisions.

Offshore investing … let’s get practical

How does an investor go about taking money out of South Africa, and what are the investment options available?

Money mistakes to avoid in your 30s

The financial decisions you make in your thirties can set the general course of your financial journey – it’s essential to get them right.

Understanding pyramid schemes and multi-level marketing

How they work, how to spot one and questions to ask before signing up.

The age of anxiety

Ongoing political and economic developments are causing concern among investors.
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