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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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Understanding our position in Investec Value

Portfolio Review: The poor performance of the first quarter of 2015 continued into the second quarter, with the portfolio lagging the benchmark All Share Index’s return by around 6%. While the overall market was more subdued over the quarter, the best performing shares were still the most highly rated stocks, albeit different shares from the…

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The GrayIssue 168 – Life in a month

July has been designated ‘Savings Month’ by the Savings Institute of South Africa. It is a good time to reflect on the choice we make between saving and spending; a choice that pits our future needs against what we need and want now. Many of us struggle with this trade-off because it’s difficult to have…

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The GrayIssue 158 : Are your investment goals, products and expectations suitably aligned?

The latest GrayIssue from Allan Gray talks about ensuring that you regularly consider your investment goals and whether these are aligned with your choice of investment product and your investment return expectations. Are your investment goals, products and expectations suitably aligned? – Jeanette Marais Our investment goals depend on our personal priorities in life and…

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How the 2014 Budget affects you

Nedgroup Investments explains how the 2014 budget affects you:  Pravin Gordhan’s 2014 budget speech didn’t deliver many surprises, but there are a few changes and proposals that may affect you. This article outlines the most significant changes put forward. Income tax There is a general reduction in income tax payable, but the impact of the…

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Notes to a concerned Investor

Dear Investor Please note the following points when considering whether or not to invest: • It is highly probable that the expectation of a sudden spike in interest rates is overdone and as a result property stocks may recover and certain cash flush retailers may continue to climb • The stock market cannot be grouped…

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