February 12, 2020

Who are the latest winners?

Who are the latest winners? Offshore equities perform the best in 2019, however… By Andró Griessel 11 Jan 2020 If you’ve got the impression that your […]
February 5, 2020

RA’s: Friend or foe?

RA’s: Friend or foe? If used effectively, it holds numerous advantages By Cassie Carstens 01 Feb 2020 It is that time of the year where everyone […]
January 27, 2020

Which horse are you betting on?

Which horse are you betting on? If you want to stay ahead, you need to understand your own unique risk profile By Cassie Carstens 30 Nov […]
January 14, 2020

Flex your financial muscles

Flex your financial muscles Sticking to financial new year’s resolutions is easier By Andró Griessel 21 Dec 2019 I hope that you are reading this with […]
January 8, 2020

Life annuities as a solution

Life annuities as a solution A few factors to consider before making a decision By Andró Griessel 19 Oct 2019 I recently received an email from […]
November 20, 2019

How not to make money

How not to make money Investors repeatedly shoot themselves in the foot By Andró Griessel 21 Sep 2019 In May 2014 I wrote an article named […]
October 28, 2019

History says little about future

History says little about future Buy & hold (in a balanced portfolio) remains your best bet By Andró Griessel 28 October 2019 How can you tell […]
October 11, 2019

Decision-making is not for the faint-hearted

Decision-making is not for the faint-hearted 03 August 2019 If I assume that basic opportunities (like education, family circumstances, access to health services) for all people […]
May 24, 2019

Where will their help come from?

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 …

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?

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

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

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

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

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

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?

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?

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?

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 […]
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