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Category: Wealth management

2024: Challenges, risks, and opportunities on the global stage

  • 28 February 2024
  • 11:57
  • Andrew Duvenage CFP®
Diving into 2024’s global uncertainties and geopolitical shifts. How economics and politics shape the year ahead.

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Compound interest and your children

  • 20 February 2024
  • 13:52
  • Jonathan Braans CFP®
Commitment, understanding and patience in one’s financial behaviour can have remarkable impacts on wealth creation. Instilling these behaviours in your children is one of the greatest gifts you can give them.

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The path to financial independence

  • 13 December 2023
  • 22:47
  • Zane Amos-Brown
Striving for financial independence involves more than just wishful thinking; it requires actionable steps.

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Your Financial Roadmap: Addressing financial planning FAQs and Vital Insights

  • 30 October 2023
  • 15:26
  • Travis McClure CFP®
Your financial planning questions answered, from retirement planning to offshore investments.

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How interest rate hikes negatively affect investments

  • 30 October 2023
  • 14:46
  • Glen Wattrus CFP®
Interest rate hikes negatively impact investments, Glen sheds light on the complex dynamics at play in South Africa’s financial landscape.

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The benefits of using a financial advisor

  • 2 August 2023
  • 15:52
  • Jonathan Braans CFP®
our investment in human capital is just as important as your financial capital. A financial advisor is a pivotal element to the success of your portfolio.

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View from the Chair – Proficio 2023 Issue 3

  • 18 July 2023
  • 19:49
  • Mike Estment CFP®
Embracing objectivity, diversification, and positive energy

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Balancing a long-term investment view with short-term volatility

  • 18 July 2023
  • 19:02
  • Marco van Zyl CFP®
How can we navigate the squeeze while searching for the light at the end of the tunnel?

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Banking Crisis: Assessing the safety of your investments

  • 20 June 2023
  • 12:15
  • Jonathan Braans CFP®
While major bank collapses appear unlikely, all financial institution investments carry inherent risks. This article evaluates the safety of your investments and provides key insights into the current banking landscape

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[PODCAST] Beware the Risks: Relying on ‘Finfluencers’ for Financial Advice

  • 20 June 2023
  • 11:45
  • Thulisile Nkomo CFP®
Thuli Nkomo unpacks the Hidden Dangers of Relying on Social Media for Financial Guidance

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