Category: Financial advice

Keeping your head in times of crisis

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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Is holding funds in a foreign bank account an investment strategy worth considering?

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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Do women really invest differently to men? And does it matter…?

Either way, most still lack confidence in their investment knowledge.

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View from the Chair – Proficio 2022 Issue 1

By taking the time to recalibrate and re-examine the purpose behind the things we do, we can better focus on those things that truly add value

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Money matters with the little ones

Teaching your kids good money habits – the earlier you start a child’s financial education process, the better

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The meaning-making-machine and money

How do early learnings of money affect our approach to finances in later life?

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View from the Chair – Proficio Nov / Dec 2021

Don’t ignore the present, but maintain your long-term focus.

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Investment properties: should I pay cash or make use of a bond?

Should I still consider using a bond to purchase an investment property even though I have sufficient capital to pay in cash?

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Investing tax-efficiently

Considering the tax implications of your investments is critical when building your portfolio.

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Developing a solid financial portfolio to grow retirement wealth

Just 6% of those reaching retirement age will have adequate capital to retire comfortably. Here is how can you be part of that 6%

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