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Financial Products are Awesome!

In this post we wish to share some of our favourite financial product solutions and strategies. 1. The Power of Rand-Cost Averaging – Drip-feeding money into an investment to get a better average price and smoother return Basically, instead of braving the virtually impossible task of perfectly timing an entry into the markets, an investor…

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InvestingMarkets & economyNewsletters Investment Outlook

Coronavirus (COVID-19) – Investment decisions in times of stress

With Coronavirus causing turmoil in investment markets globally we have seen significant market moves across asset classes over the past week. With such an event it is extremely difficult to estimate investment outcomes, however one trait is reasonably certain: our human bias for loss aversion, which is heightened when fear like this spreads. This fear…

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Financial wellness: Our promise to you

Financial planning isn’t only about facts, figures and market returns.   It’s a process that we follow to give you financial wellness which re-frames your wealth and perceptions to add meaning and joy to your life. Financial wellness provides you with a sense of security and very significantly, freedom of choice.  Here are some of the…

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State of the nation

On Thursday, 7 February 2019, the President of South Africa, Cyril Ramaphosa, delivered his second State of the Nation Address (SONA) since taking office on 15 February 2018. Ahead of the event there was a lot of media speculation (locally and internationally) and debate about the likely content and tone of Ramaphosa’s speech, especially ahead…

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