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Articles written by financial advisors.

What is more important – saving for retirement or your child’s education?

5 October 2023 / By Maria Smit
Retirement savings should always be prioritised, and if you still have extra cash left over, you can set aside some funds for your children's schooling.

Why a passive approach may be exposing you to more risk than expected

5 October 2023 / By Elke Brink
Passive investing has its role but it should definitely be analysed holistically within a portfolio.

Living annuity: Be aware of the taxes when you die

4 October 2023 / By Marius Fenwick
One must be mindful of the conditions that render them 'non-taxable'.

What’s in a name? The important role of beneficiary nomination in your estate plan

3 October 2023 / By Devon Card
Incorrect nomination can materially affect the nature of the policy, result in additional estate costs, and reduce the inheritance received by your loved ones.

September economic update

2 October 2023 / By Michael Haldane
Heightened uncertainty has led to a drop in equities.

Building a trusting relationship with your financial advisor

2 October 2023 / By Avi Kay
Three key characteristics to look out for.

Financial Planning Week: The benefits of an integrated financial plan

2 October 2023 / By Craig Torr
A well-constructed financial plan should address all aspects of your portfolio.

Preserving your wealth: Investment strategies for estate planning

29 September 2023 / By Michael Haldane
An investment which bypasses the winding-up process is suitable for estate planning purposes.

Navigating the investment fee landscape

29 September 2023 / By Sean Kelly
Exploring some real-life examples that illustrate the compound effect of some of the main fees involved in investing.

Can we ever be prepared for what life throws at us?

28 September 2023 / By Marius Fenwick
A message about the importance of communication and preparation...

Financial planning and peace of mind

28 September 2023 / By Hennie Fourie
How do you achieve this in a world where it seems impossible?

Preservation funds: An option for the proceeds of company-sponsored retirement funds

27 September 2023 / By Gareth Collier
It is important to fully understand the mechanisms of a preservation fund before selecting it as an option in your overall portfolio.

The payout of retirement fund death benefits: Your questions answered

26 September 2023 / By Craig Torr
The payout of a member’s death benefits can realistically take up to a year before their dependants receive their share of the funds.

Navigating tax on living annuities when emigrating

22 September 2023 / By Michael Haldane
How to ensure correct taxation.

How to double your portfolio

22 September 2023 / By Elke Brink
Asset allocation plays a critical role in achieving this outcome.

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