August 7, 2019
Even with a crystal ball in hand… 07 July 2019 Imagine it’s Tuesday morning, 1 December 2015. While your first cup of coffee is waiting for […]
May 24, 2019
Where will their help come from? “Have you never heard of the cradle-to-grave approach to client service?” a cheeky millennial asked me about two years ago. […]
February 11, 2019
Dollar cash the best place in 2018 but … Let’s be honest…most investors are more than a little worked up after the bad returns of the […]
November 12, 2018
Currency weakness: Is there lessons to learn from the past? At the time of writing this article the Rand is trading at about R 14.90 against […]
October 5, 2018
4 Myths in financial planning In the world of financial planning there are numerous “wisdoms” that gets shared which is probably not that wise, simple or […]
September 17, 2018
Offshore investments: Easier said than done “I want to take my money offshore” is probably the most common request we have received the past couple of […]
July 19, 2018
Tax on interest might be costing you The last 3 years has seen a lot of uncertainty in the market. You would not be blamed for […]
June 26, 2018
Inheritance: Here’s a plan In the first article that I wrote on inheritance by means of a comprehensive life policy (Click here to read more), I […]
May 23, 2018
Think twice about the inheritance you leave behind We frequently come across a situation where clients try to sort out their children’s bequests through life insurance, […]
May 2, 2018
Is Ramaphosa = Good times ahead? Mr. GJ van der Merwe from Ceres always used to say, “a fish rots from the head down.” South Africans […]
April 26, 2018
Is this 2018 or 2008? If you are an aggressive investor in growth assets, you’ll be excused if you open your March quarterly statement and think […]
March 2, 2018
Investments: So how much interest do you offer? By Cassie Carstens Although this question is not phrased in a sensible way, it is one that is […]
February 12, 2018
Do you want to become a lion’s lunch? As people we do not assess risk very well. Fortunately, the aviation industry learned this quickly and realised […]
January 16, 2018
Numbers tell a story, but read the whole book By this time, you have probably washed out the last grains ofsand from your ears and abandoned […]
December 23, 2017
Is it a good time to buy Steinhoff? “How does this Steinhoff debacle affect me? Should I invest in Steinhoff now?” These are by far the […]
December 22, 2017
How can I trust it? In marketing lectures in university there was a lot of talk around strategy, advertising and the making of the standard Nando’s […]
December 8, 2017
How to keep the Grinch at bay and still use your Christmas bonus wisely The year 2017 has had its ups and downs and chances are […]
December 5, 2017
Pedal through the tough times A friend of mine talked me into entering a 40km mountain bike event the other day in Paarl. The fact that […]
November 13, 2017
Put everything on red! There is a loud cheer (or is it a groan) at one of the roulette tables in the center of the casino. […]
October 24, 2017
Should I sell my Naspers shares? The above question about Naspers or similar questions about big positions in single shares is one that often comes up. […]
