financial planning
Consider your goals when investing offshore
Goals-based investing is about aligning your investments with your life. When you decide how to invest, you should start with your end…
Your Financial Year Checklist
The current 2018/2019 tax year is ending on 28 February 2019. During this time, it is important to remember to make use…
Newsletter
The end of February sees an end to another tax year. In this newsletter, we remind our clients that the current tax…
The 100 year Life
Don’t just plan for retirement, Plan for a long life Those in the retirement industry bemoan the fact that South Africans are…
The Snowball Effect
A century ago Albert Einstein shook the foundations of our understanding of the universe when his theories of relativity changed the way…
The Marshmallow Test
In the hive of festive activity, it’s easy to forget your financial goals and spend more than you planned. Next thing you know,…
Is Cash King?
It has been a good few years for cash. As shown in Graph 1, over the past three years cash (i.e. highly liquid…
Money Talks
In South Africa , talking about money makes many people uncomfortable. It is not considered a suitable dinner table topic, or something…
Be Black Friday Savvy
Even if you manage to enjoy a financially savvy Black Friday, the festive season will quickly be upon us and will kick…
How to save while enjoying life
How do you overcome the barriers to investing? Not sure how to start investing your money? Thandi Ngwane from Allan Gray mentions five easy…