October 11, 2019

Decision-making is not for the faint-hearted

Decision-making is not for the faint-hearted If I assume that basic opportunities (like education, family circumstances, access to health services) for all people are the same […]
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 […]
February 12, 2018

Do you want to become a lion’s lunch?

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

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?

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?

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

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

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!

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. […]
Show Buttons
Hide Buttons