Category: Wealth management

R1.5 million to invest at 54? Here’s what to consider next

How to balance growth and risk when planning for retirement.

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The Anti-Resolution Revolution

Small, consistent improvements lead to lasting success. In 2025, skip big resolutions—focus on 1% gains to achieve real progress.

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Insights on market surprises, local positivity, and strategic portfolios in Q4 2024

Global markets surge despite risks; SA assets bounce post-election. Diversified portfolios and caution with the new 2 Pot system are key.

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How does a lack of budgeting affect your financial well-being?

Lack of budgeting increases debt and financial stress, making it harder to achieve goals and maintain financial stability.

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Navigating Financial Crossroads: Balancing Debt Repayment and Investments

Balancing debt repayment and investments can shape your path to financial stability and long-term wealth.

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Life Annuity vs. Living Annuity: A Financial Planner’s Perspective

With current high interest rates, life annuities present unique advantages over living annuities.

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Enhancing Retirement Adequacy for Black South Africans

Equitable retirement: Empowering Black South Africans towards financial freedom

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“Coming to terms” with your bond allocation

Why it’s worth considering bonds as part of your investment portfolio

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The Role of Cash as an Asset Class in South Africa: Balancing Liquidity and Tax Efficiency

Cash offers a highly attractive liquidity profile but this needs to be carefully balanced against the income tax drawdown on returns.

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Adapting to life’s hurricanes

In today’s volatile world, a resilient financial plan is vital, capable of weathering unforeseen life events, political instability, and external forces. While detailed, it must also remain flexible to adapt to life’s uncertainties.

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