From Riches to Ruin: Why Not Diversifying Your Retirement Portfolio is a bad idea.
The gentleman’s experience with Steinhoff is a powerful reminder of the dangers of putting too much faith—and money—into a single investment
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Five Lessons Learned from the Worst Investments I Ever Made
I made costly investment mistakes, but the lessons were invaluable. Now, I’m a cautious advisor, sharing insights to help you avoid them.
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What Should a 40-Year-Old Widow do with a R15 Million Life Insurance Payout
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...
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Building a Partnership: How to Choose Your Financial Planner
Learn to choose the right financial planner. My journey underscores the importance of trust and integrity in financial advice.
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Mistakes the rich just don't make when investing.
Creating and sustaining wealth might seem like an impossible task, but it's not. If you're a dedicated and consistent investor, wealth will
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When the going gets tough remain calm and invested
We’re living through a crisis - there’s no way to sugarcoat it.
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Pensioners breakin’ up shouldn't be so hard to do
For too long divorced people have been unable to access funds in the living annuities of their ex-spouses
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The constant rand plan a step to wealth creation
Unless you're into extreme sports, risk is often an elusive concept, seemingly unconnected to our stable, suburban lives.
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Beware of the butterfly effect
Economists use various terms to explain phenomena that affect the stock market. Covid-19 would undoubtedly be called a “black swan event”
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How to support ageing parents and avoid repeating the cycle
It's a growing concern as the people supporting their parents are struggling to make ends meet themselves
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Managing your parents' wealth takes tact, diplomacy and skill
Very few people who experience the privilege of a long life are also able to remain in full control of their financial affairs.
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Why retirees should rethink their draw-down rates
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
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Investing: How sacred is the 4% rule of thumb?
The 4% rule states that if you withdraw 4% from your retirement portfolio annually (inflation adjsuted), your savings will last for 30 year.
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Planning your finances? There are certain rules that you can break or bend
When it comes to personal finance, the keyword is “personal” - there’s no one-size-fits-all approach that works for everybody.
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How to set financial goals - and achieve them
Life works better when you set goals - goals that encapsulate your core values and your ambitions.
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Time to give yourself a tax break
We’re paying extraordinarily high tax for a developing country
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Taking care your parents' financial affairs
‘Do not dictate to them… Always keep the conversation casual, and put their needs first.’
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Consult this check list when choosing your financial planner
I was motivated to become a financial adviser because brokers misled my family after my father's death.
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An offshore window of opportunity for investors
Most South African investors appreciate the need to invest offshore to benefit from geographic diversification, to hedge their investments a
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