long term
Monthly Update
How does inflation impact the value of your investment? Most investors know about inflation. Everyone experiences inflation on a personal level when…
To invest locally or offshore? That really isn’t the question
As a local investor who has faced a bumpy 2020 in financial terms, you may be looking to global markets to expand…
The importance of a Will
Too many people don’t consider the essential importance of writing a Will, assuming that everything they have earned will automatically be left…
What Is a Will and Why Do I Need One Now?
The document spells out who should get your assets after your death. A will is a legal document that sets forth your…
When in doubt – Insure
Inform your insurer if your insured property is to be “Unoccupied”! The contract between you and your insurer is one made in…
a lesson from steady investors
Women outperform men by 1.8% when it comes to investment performance, according to a 2018 study by the Warwick Business School. The study…
The ins and outs of offshore investing
Considering South Africa’s stock market represents only around 1% of the world’s total listed equity market capitalisation, having some offshore equity exposure…
The simple answers
Is the very thought of planning a barrier for you when it comes to investing? Or are you guilty of overanalysing and…
A first-timer’s guide to investing offshore
Asset managers usually have differing views, but they all agree on one thing: Investments should not be restricted to a single currency….
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…