top of page
News and Insights
Search


From Riches to Ruin: Why Not Diversifying Your Retirement Portfolio is a bad idea.
The gentlemanâs experience with Steinhoff is a powerful reminder of the dangers of putting too much faithâand moneyâinto a single investment
Â
Â
Â


Five Lessons Learned from the Worst Investments I Ever Made
I made costly investment mistakes, but the lessons were invaluable. Now, Iâm a cautious advisor, sharing insights to help you avoid them.
Â
Â
Â


What Should a 40-Year-Old Widow do with a R15 Million Life Insurance Payout
When I was 16, I lost my father unexpectedly at the age of 45. He didnât have life insurance, and it left my mother to take care of me...
Â
Â
Â


Building a Partnership: How to Choose Your Financial Planner
Learn to choose the right financial planner. My journey underscores the importance of trust and integrity in financial advice.
Â
Â
Â


Mistakes the rich just don't make when investing.
Creating and sustaining wealth might seem like an impossible task, but it's not. If you're a dedicated and consistent investor, wealth will
Â
Â
Â


When the going gets tough remain calm and invested
Weâre living through a crisis - thereâs no way to sugarcoat it.
Â
Â
Â


Pensioners breakinâ up shouldn't be so hard to do
For too long divorced people have been unable to access funds in the living annuities of their ex-spouses
Â
Â
Â


The constant rand plan a step to wealth creation
Unless you're into extreme sports, risk is often an elusive concept, seemingly unconnected to our stable, suburban lives.
Â
Â
Â


Beware of the butterfly effect
Economists use various terms to explain phenomena that affect the stock market. Covid-19 would undoubtedly be called a âblack swan eventâ
Â
Â
Â


How to support ageing parents and avoid repeating the cycle
It's a growing concern as the people supporting their parents are struggling to make ends meet themselves
Â
Â
Â


Managing your parents' wealth takes tact, diplomacy and skill
Very few people who experience the privilege of a long life are also able to remain in full control of their financial affairs.
Â
Â
Â


Why retirees should rethink their draw-down rates
Retirees donât only have to be extra careful not to contract the virus; they also have to face up to the serious dent that the stock market
Â
Â
Â


Investing: How sacred is the 4% rule of thumb?
The 4% rule states that if you withdraw 4% from your retirement portfolio annually (inflation adjsuted), your savings will last for 30 year.
Â
Â
Â


Planning your finances? There are certain rules that you can break or bend
When it comes to personal finance, the keyword is âpersonalâ - thereâs no one-size-fits-all approach that works for everybody.
Â
Â
Â


How to set financial goals - and achieve them
Life works better when you set goals - goals that encapsulate your core values and your ambitions.
Â
Â
Â


Time to give yourself a tax break
Weâre paying extraordinarily high tax for a developing country
Â
Â
Â


Taking care your parents' financial affairs
âDo not dictate to them⌠Always keep the conversation casual, and put their needs first.â
Â
Â
Â


Consult this check list when choosing your financial planner
I was motivated to become a financial adviser because brokers misled my family after my father's death.
Â
Â
Â


An offshore window of opportunity for investors
Most South African investors appreciate the need to invest offshore to benefit from geographic diversification, to hedge their investments a
Â
Â
Â
Check out our YouTube Channel

I Spoke To 300 Retirees: Here's What Most Advisors Get Wrong
Facebook
Twitter
Pinterest
Tumblr
Copy Link
Link Copied

Facebook
Twitter
Pinterest
Tumblr
Copy Link
Link Copied
Check out our Retirement Masterclass

Facebook
Twitter
Pinterest
Tumblr
Copy Link
Link Copied

Facebook
Twitter
Pinterest
Tumblr
Copy Link
Link Copied
bottom of page

