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InvestingMarkets & economyNewslettersRetirement

Cautionary Tales of Offshore Investing

South African businesses have a strong history of successfully expanding their operations offshore and becoming well renowned global businesses. This has been done to access growth opportunities in offshore markets and to diversify away from a lower growth and higher risk domestic environment. While some companies have achieved success in their offshore pursuits, there are…

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InvestingMarkets & economyNewslettersRetirement Time Heals All Risks

Failing to Succeed

For many investors keeping track of their portfolios is an anxious pursuit. Markets seem to behave in a non-sensical way at times, with any manner of factors causing anguish. Inflation expectations, GDP growth, sentiment, the oil price, central bank policy, debt levels, company mergers and acquisitions, cases of fraud and market disruption. These are all…

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Estate PlanningInvestingLong Term InsuranceNewslettersRetirement Live within means

Tackling Your Savings Crisis!

Dear Clients, While you may not already know, we are hoping that this letter will take a giant leap forward in emphasising our core WHY, or purpose, which is FINANCIAL WELLNESS. And what better way to show our commitment to Your, and Your Family’s, Financial Wellness, than by writing this High-Alert Message on Covid-19’s raising…

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Estate PlanningInvestingLong Term InsuranceNewslettersRetirement Fat Cat Unit Trusts

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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