Category: Wealth management

Built to Endure: 40 Years of Investing Through Change

Celebrating 40 years of growth, resilience, and trusted client partnerships through every market cycle.

Full Story

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

How to balance growth and risk when planning for retirement.

Full Story

The Anti-Resolution Revolution

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

Full Story

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.

Full Story

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.

Full Story

Navigating Financial Crossroads: Balancing Debt Repayment and Investments

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

Full Story

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

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

Full Story

Enhancing Retirement Adequacy for Black South Africans

Equitable retirement: Empowering Black South Africans towards financial freedom

Full Story

“Coming to terms” with your bond allocation

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

Full Story

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.

Full Story