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Finding the right professional financial planner

Your financial planner should also be the chief financial officer of your life.

To kill a bias

Sometimes you have to become more detached from your decision-making by mechanising parts of the process prone to suffer from human psychological error.

Should I rather pay off my bond than into my RA?

Managing expectations in a low-return market, the effect of fees on investments, and tax benefits of RAs for high-income earners?

Don’t be emotional about the markets

The need to maximise pleasure and minimise pain is the main cause of investors not achieving the returns available from markets.

Life insurance: the why and how

What factors do you need to consider?

Robo-advisors – should you use them?

Robo-advisors are another option for South African investors, but what do they do and should you use them?

Tracker funds and passive investing

Tracker funds presents itself as powerful investing tools that can be used in conjunction with active investing to anchor a portfolio’s returns close to the index and to reduce costs.

Is there money in responsible investing?

We firmly believe that there is monetary value in responsible investing if you know what you are looking for....

How to invest offshore

Investors can invest in offshore investment funds using either a local or an offshore administrator.

Is your management committee serving you appropriately?

This is what the committee's objectives should be and how they should be held accountable.

Small does not mean sell

Companies such as Santova, Rolfes, Master Drilling, and CIL are a good buy even in the current economic environment.

Deadline looms for undeclared offshore assets

Taxpayers who don't use the SVDP to come clean, risk being taxed on the full amount not taxed before, as far back as Sars can raise assessments.

Aligning your money with your risk appetite and goals

To help you decide where and how to invest your money, consider the following...

Timing the market

Why you should always rely on a good financial advisor.

Rolfes: My chemical romance

The business is nicely diversified on a product basis, and in the medium term it will de-risk significantly on a geographic basis.

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