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ADVISORS FROM

WealthUp (Pty) Ltd 

LATEST VIEWS FROM

WealthUp (Pty) Ltd 

We all need good news… let’s connect the dots

A look at some of the positive milestones SA has achieved.

The optimal offshore exposure in a living annuity

It depends on the level of income that you draw against the investment value.

The double-edged sword

Too much savings in retirement funds and too much emphasis on your primary residence can lead to future hardship…

Investors’ ‘safe asset dilemma’

Be prepared for higher levels of volatility in so-called low-risk funds. The 60/40 conundrum.

Price matters when you invest

There comes a time to buy and a time to sell…

Prepare for higher inflation and interest rates – how robust is your portfolio?

The only asset class that benefits from higher interest rates is cash.

Losing a loved one: The challenges, lessons, and emotions

It is important to let people know exactly how you wish to be treated after your death.

Did you know that your investment portfolio is probably exposed to Eskom?

And that is not necessarily a bad thing…

2021 investment returns were exceptional

Do you feel lucky going forward?

Investing in property: The good, bad and the ugly

Property is a great diversifier in a portfolio. However, like any asset, be mindful of the price you pay for it.

Do you really need a financial advisor?

For those who battle to remain sane during trying times, contracting a suitably qualified financial planner may be preferred.

Retirement blues

Retirement can be very traumatic, but it does not have to be and fortunately for many retirees it is not.

The active vs passive fund debate: Which is best?

By using a combination of active and passive fund managers one ends up with the best of both worlds.

Prudent investing – during all walks and phases of life

A guide to assist you in times of uncertainty caused by life changes or any other eventuality.

Living annuities: Be careful, too much offshore exposure can hurt you

To minimise volatility within a living annuity a suitable amount of capital must always be retained in the currency that you live in.

Understand your most important asset – your retirement fund

Seven questions you need to ask to understand your fund better.

Investments: Beware of the cost of conservatism

In order for conservative investors to reach their long-term investment goal, they will have to invest more than a person who is willing and able to accept higher levels of volatility.

Financial planning: It’s all about the income

Financial planning should be all-encompassing and take all your assets and sources of income into consideration.
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