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Category: Investment management

Why offshore cash may be costing you more than you think

  • 18 June 2026
  • 14:55
  • N-J Maree
Offshore cash carries punitive tax and estate risks. A wrapper preserves significantly more wealth for your beneficiaries.

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How best to start saving for your children

  • 11 December 2025
  • 12:15
  • Daniel Wiid
Choosing the right vehicle for saving for children depends on tax, timing, objectives, and long-term growth potential.

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Why every business owner needs a business will

  • 11 December 2025
  • 11:56
  • Zelda Shein
A Business Will protects continuity, reduces conflict, and safeguards your company from disruption when unexpected events occur

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Without risk, there is no reward

  • 20 October 2025
  • 16:00
  • N-J Maree
Understanding risk, capacity, and tolerance is key to building portfolios that balance volatility with long-term growth.

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Cybersecurity: A crucial step to protect your digital life and finances

  • 18 April 2023
  • 09:04
  • N-J Maree
Don’t be a victim of cybercrime – Be vigilant and stay safe!

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Hedge funds offer refuge during times of uncertainty

  • 27 February 2023
  • 15:22
  • N-J Maree
Previously only accessible to institutions and high-net-worth individuals, could hedge funds find a place in your portfolio?

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Taxing times for South African emigrants

  • 18 November 2022
  • 14:02
  • Marco van Zyl CFP®
The tax consequences of emigration on your investments

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Time to rethink your offshore investment strategy?

  • 24 October 2022
  • 11:10
  • Paul Marais
With its greater opportunity set and growth potential, diversification into the US is looking good.

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Podcast – Navigating the Route to a Comfortable Retirement

  • 13 May 2020
  • 08:57
  • Stephen Katzenellenbogen CFP®
Key to a successful retirement strategy is the ability to rise about the noise of market volatility and focus on the high level and long-term strategy

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