Category: Wealth

View from the Chair – Proficio 2023 Issue 3

Embracing objectivity, diversification, and positive energy

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View from the Chair – Proficio 2023 Issue 2

The state of play in the global banking arena has caused a few raised eyebrows of late

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It’s time for women to harness their financial power

Everything women need to know to take control of their own finances, before you say ‘I do’

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View from the Chair – Proficio 2022 Issue 5

Patience has, in the short term, been rewarded.

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I have offshore funds in a foreign bank. How can I invest these offshore?

While a foreign bank account will help diversify overall portfolio risk, the poor return creates a need to search for an alternative.

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The inclusion of women in financial planning

The active involvement of both spouses is critical in the planning and constructing of financial planning strategies for the household.

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Raising your child to be financially educated

You don’t have to wait to leave a monetary legacy for your children, instead, help them develop healthy savings and spending habits now that will set them up for future financial freedom.

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How to Retire with Financial Security

While money can’t buy happiness, it certainly can help you live a comfortable retirement. We look at retirement annuities as a tax efficient way to save for your golden years.

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5 Lessons I’m Teaching my Son About Money

At the heart of these lessons is the simple idea that money should never be a taboo subject between you and your children.

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