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Category: Wealth management

View from the Chair – Proficio 2022 Issue 5

  • 13 December 2022
  • 11:05
  • Mike Estment CFP®
Patience has, in the short term, been rewarded.

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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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Cost of Going off-Grid

  • 24 October 2022
  • 10:56
  • Laurie Wiid CFP®
So many South Africans are thinking about the possibility, or rather the feasibility, of going off-grid.

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Stock market pain in 2022. What’s to come in 2023?

  • 6 October 2022
  • 13:26
  • Jonathan Braans CFP®
A look at what is causing market volatility and what to expect next year.

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How should I invest R1.2m for maximum capital growth?

  • 7 September 2022
  • 10:41
  • Jonathan Braans CFP®
You can split your capital between an all-equity portfolio offshore, SA equity, and bonds.

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Where should a pensioner invest R1m to receive a R20k monthly income?

  • 6 September 2022
  • 04:25
  • Jonathan Braans CFP®
From a pure income perspective, a voluntary life annuity does appear to be the best option.

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Are your investments bearing fruit?

  • 1 September 2022
  • 07:06
  • Travis McClure CFP®
How to benefit from the higher yields being delivered by certain asset classes.

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The market has crashed. Now what?

  • 1 August 2022
  • 06:35
  • Jonathan Braans CFP®
Why you need to sit tight and let the market recover.

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Keeping your head in times of crisis

  • 28 June 2022
  • 12:21
  • Glen Wattrus CFP®
Maintaining a state of calm during challenging, uncertain and volatile times, will stand you in good stead to capitalise on opportunities when they arise

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The perfect storm – surges in the cost of living and inflation prompt higher interest rates

  • 28 June 2022
  • 12:17
  • Anthony Godwin RFP™
Buckle up for the bumpy ride ahead

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