For those who tell you not to worry so much and just invest in anything, no need to do much research, you need only say one word: Steinhoff.
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A tale of two outlooks: Where to find value in the Market
It’s the best of times, it’s the worst of times, as Dickens might have said. At every conference and around every braai, South Africans are being told that everything’s going to the dogs.
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Four benefits of an independent financial advisor
One of the greatest sources of calm in a mad world is the feeling you get when you know that you have more than enough money and everything is organised and taken care of, so you can finance both now and your future. Don’t know that feeling? Not many people do. But then, many people think that they don’t need a financial advisor. ‘I took math, I know about money and keeping a budget, so why […]
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Mother knows best
It’s May, and we’re thinking about all things Mom. At one point in all our lives, mothers are the one fount of all wisdom, they knew everything there was to know about life. But what has that got to do with your financial journey? Perhaps a lot. Financial health and wealth is a pursuit as old as humans, and we are always looking for the new, best advice from the freshest website, newest TED Talk, Google… […]
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Trust issues – four things to check in your trust deed
Trusts as vehicles of wealth preservation have had some important regulatory changes over the past few years as authorities have attempted to shift them away from tax evasion and more towards a true, family-minded way to pass on assets.
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Can finances be a family affair?
Throughout the year there are clusters of holidays and long weekends when family comes to the fore. These moments are often an opportunity to step out of the frenetic hamster wheel of life, we now have long weekends and, for some, religious holidays to spend with those nearest and dearest to us. Which got us thinking – how much does your inner circle feature in your finances?
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Lessons from a free market
In tough times, people often question the way systems work and whether or not there could be a better way. South Africa is a prime candidate, with the current problems beleaguering our economy. So, are there any lessons we could learn from others with different markets? South Africa is most often described as a mixed market economy, with elements of a free market economy (the market largely powered by the private sector with profit-making companies operating […]
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Mindfulness matters: how about a quarterly review?
Earlier in the year we spoke on the importance of mindfulness in our busy, digital world. Unfortunately, many of us have grand intentions at the beginning of the year, eating healthily and meditating and generally trying to get the year off to a good start, but after a few weeks that dedication peters out.
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Financial health: a journey of self-worth
The famous inscription on the Parthenon temple in Athens reads: ‘know thyself.’ Did you ever think that was a command that could relate to your finances? It does, because the best financial plans are personalised, unique to you and only you because your spending habits, goals, lifestyle, beliefs around money, upbringing and dreams are unique. That’s why we build each of our clients a personalised financial plan. And so, step one for our clients is… figuring […]
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The true cost of load shedding
Load shedding has cost all of us over the past few weeks, but do you know exactly how much?Neither did we, until we did a little digging. Cost to the economy at large
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