Category: Financial advice

It’s never too early to start teaching children about the value of money

Setting our children up with the tools and knowledge to start managing their money from a young age is arguably the most significant gift of all.

Full Story

View from the Chair – Proficio June / July 2021

Resource-rich South Africa – recovering its resilience or rambling in uncertainty?

Full Story

What impact do strikes have on investor sentiment?

The possible effect of strikes on investor sentiment towards SA.

Full Story

Finding your Financial Advisor Match

Choosing a financial advisor to help you develop a robust financial plan is a decision not to be taken lightly.

Full Story

View from the Chair – Proficio Apr / May 2021

Mike encourages clients to chat to their wealth managers about their hopes for a contented retirement – it is your advisor’s pleasure and responsibility to help you plan to fulfil your dreams.

Full Story

Underperforming Markets and Shrinking Investment Returns

Mike Estment addresses the anxiety that investors experience when markets underperform.

Full Story

How to set yourself up early for financial success

/ how to set yourself up for financial success when transitioning

Full Story

I have resigned to start my own business. How do I manage my finances?

As a new business owner, it is important to make the best financial decisions for you and the future of your business.

Full Story

How Saving and Investing can Secure Wealth

Different people save for different reasons, and the earlier you start, the better it is.

Full Story

Emigrating and withdrawing from your retirement fund? Here’s what you need to know.

Regulations regarding taking retirement funds out of the country when you emigrate are set to change; the proposed amendments may dramatically impact your financial planning if you are considering emigrating or are already living abroad.

Full Story