unit trust
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…
Basics of Investing
“What is a unit trust?” is among the top 10 financially related questions South Africans search on Google. This is according to…
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 planning Journey
Financial Planning is an ongoing process to help you make sensible decisions about your money, and the journey begins with helping you…
Let SARS help you pay for retirement
The South African Revenue Service (SARS) wants to help you pay for your retirement. The way in which they do this is by…
The Impact Of VAT
– On The Ordinary South African There is a massive gap in the country’s finances, to put it bluntly. South Africa has…
Surviving Independence
Surviving as an independent financial advisor will be dependent on having a great business model. Many people recognise the value of truly…
Downgraded
This week , S&P cut South Africa’s long-term foreign currency debt rating to one notch below investment grade. The local currency rating was…