News and insights

The gentleman’s experience with Steinhoff is a powerful reminder of the dangers of putting too much faith—and money—into a single investment

I made costly investment mistakes, but the lessons were invaluable. Now, I’m a cautious advisor, sharing insights to help you avoid them.

When I was 16, I lost my father unexpectedly at the age of 45. He didn’t have life insurance, and it left my mother to take care of me...

Learn to choose the right financial planner. My journey underscores the importance of trust and integrity in financial advice.

Creating and sustaining wealth might seem like an impossible task, but it's not. If you're a dedicated and consistent investor, wealth will

We’re living through a crisis - there’s no way to sugarcoat it.

For too long divorced people have been unable to access funds in the living annuities of their ex-spouses

Unless you're into extreme sports, risk is often an elusive concept, seemingly unconnected to our stable, suburban lives.

Economists use various terms to explain phenomena that affect the stock market. Covid-19 would undoubtedly be called a “black swan event”

It's a growing concern as the people supporting their parents are struggling to make ends meet themselves

Very few people who experience the privilege of a long life are also able to remain in full control of their financial affairs.

Retirees don’t 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

The 4% rule states that if you withdraw 4% from your retirement portfolio annually (inflation adjsuted), your savings will last for 30 year.

When it comes to personal finance, the keyword is “personal” - there’s no one-size-fits-all approach that works for everybody.

Life works better when you set goals - goals that encapsulate your core values and your ambitions.

We’re paying extraordinarily high tax for a developing country

‘Do not dictate to them… Always keep the conversation casual, and put their needs first.’

I was motivated to become a financial adviser because brokers misled my family after my father's death.

Most South African investors appreciate the need to invest offshore to benefit from geographic diversification, to hedge their investments a