“Life is beautiful. It’s about giving. It’s about family.” – Walt Disney Family life is never easy. For us to enjoy our family and be fulfilled in these relationships it’s important to encourage healthy conversations. None of us enter the world without a family – whether it’s a family formed through biology or a family formed through the people we choose. Healthy conversations are born and sustained in an incubator of acknowledgement, appreciation and trust. This […]
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The investors’ tax guide for the 2020 year
In the last few months of the year the personal income tax season hangs over year-end busy-ness like a shroud. Then, the new year begins right away with business’ financial year end looming. The last thing most of us want to think about in January is more tax. But really, January is the best time to start thinking about tax – when you are comparatively freshest, to give you the most time and preparation possible to […]
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Goodwill to all: a closer look at ESG stock options
Swiss banks hold a certain cachet about knowing good from bad investments, and currently the hottest topic on their lips are ESG funds. ESG stock options – or, rather, ‘Environmental, Social and Governance sustainability’ – have been steadily gaining traction among investors in the last few months, emerging into something of a buzzword. Once considered a ‘hippie tree-hugging’ concept, ESG funds are having a moment in the sun (hopefully a sustained moment…). And, in December, they’re […]
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Setting goals and taking stock
How you finish your year is a powerful way to create momentum for the new year. How much you achieved (or didn’t quite manage) this year can inspire how much you aim to achieve next year. In the same way that an athlete pushes harder in every game, or an artist stretches their skills with each new work, so too can we set our sights higher for the year ahead. And, planning for it now presents […]
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Succeed in the future, today
Happiness is not something you postpone for the future; it is something you design for the present. Jim Rohn When it comes to planning, it’s easy to put all of our focus on the future and lose our presence to the present! In times of rapidly changing economies, environments and political landscapes, it’s a sobering reminder that we need to be aware of the life that we’re living today, and not lose sight of it when […]
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You are more than your day job…
“You thrive in your career when you thrive with yourself.” – Caroline Ghosn Of all the activities that occupy our time, our job is most likely at the top of that list – that’s why many forms ask for ‘Occupation’ in the work or job section. It’s so easy for us to start building our lives around what we do, rather than who we are. It’s a small change that happens early on in our life […]
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December-proof your investing
December should be a time of peace, cheer and goodwill to all men. But, if you’re a South African investor, it’s the month that likely brings up residual trauma of some decidedly un-jolly happenings from recent years’ Decembers. Cabinet reshuffle. Nenegate. Steinhoff. What is it about the twelfth month of the year that turns the festive season into the silly season? If you’re understandably nervous this time of year as an investor, fear not. While no […]
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Playing for success
“This is the real secret of life – to be completely engaged with what you are doing in the here and now. And instead of calling it work, realize it is play.” Alan Watts Paying attention to the present is something many of us struggle with. This is often because we’re either anxious about our past or our future. Although we disengage with the present moment, our brain is still functioning and coming up with ideas. […]
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Don’t spend it all
There is ample research to show that December is by far the most financially stressful time of the year for most people. Spending pressure is more emotionally charged than almost any other time of the year. Luckily, December need not be all doom and gloom for your wallet. Like many situations that seem at first glance insane, it just requires a plan. Here are our top tips to get you through the festive season without major […]
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Watching what you spend… and what you eat!
With all the treats at the social gatherings, watching both your budget and your diet during the festive season can be a challenge. Whether we’re talking about savings goals, or weight goals, it’s easy to get a little carried away. It’s wonderful to treat your loved ones and enjoy yourself, and during a holiday it’s important to be kind to yourself and let loose a little. However, if you want to enjoy the season to its […]
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