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What do I need to know when choosing trustees?

Before considering the appointment of trustees, it is important to understand what a trust is. A trust comes into being when a donor or settlor donates assets or cash to the trustees of a trust to be administered by the trustees on behalf of, and for the benefit of, the trust’s beneficiaries. The rules in

Shake up your finances this spring

Saving money will allow you to boost your investments, so it's worth the effort.

Create a financial plan … and act on it

Investors can protect their money by changing the asset class or vehicle an investment is in.

What is the real tax rate in SA?

Income tax is just the start; hidden taxes must also be considered in budgets.

How to raise entrepreneurial children

Fostering entrepreneurial skills at home means encouraging curiosity, independence and a willingness to figure things out on one’s own.

We’re all victims of fraud

Investors should not commit more than they can afford to lose to speculative opportunities.

How to invest in volatile times

A'quality’ approach aims to provide low-volatility returns by investing in attractively priced, high-quality global businesses and investment products.

Retirement funding: what retirees regret most

A huge regret by many is not having preserved their retirement funds when changing jobs or moving between employers.

At times like these, do you see a shrink or financial advisor?

Study shows advisors who persuaded clients to stick to pre-agreed investment plans helped make a significant long-term contribution to the total value of their investments.

Financial risks faced by cohabiting couples

How to protect yourself in the event of the death of a partner or the dissolution of the relationship.

The fundamentals of investing

A portfolio should balances investment risk with investment returns, to achieve a more favourable result over your investment horizon.

Questions to ask your financial advisor

Your advisor should be able to show they'll will work independently for you, and won't be affected by industry/association affiliations.

What children’s books can teach us about money

'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?

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

Wealth is built slowly and deliberately, and has very little to do with the size of your first pay cheque.
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