Five tips for investing this year
People have a wide range of feelings and perspectives regarding investing. Some view investing as a way to grow wealth and secure a...
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Feb 6, 20232 min read
Small things achieve big results
Vincent van Gogh is quoted as saying: “Great things are done by a series of small things brought together.” This quote highlights the...
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Jan 23, 20232 min read
Save on tax, and for life beyond work
In recent years there has been a considerable amount of economic uncertainty. Many people are unsure of their financial future, concerned...
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Jan 16, 20232 min read
How are you choosing your financial products?
For years, people have said that insurance is sold and not bought. The stigma surrounding the industry and those representing it still...
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Jan 9, 20233 min read
Get more out of your productive time
“A deep life is a good life.” – Cal Newport, Author of “Deep Work: Rules for Focused Success in a Distracted World.” Have you heard of...
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Dec 19, 20222 min read
And what are the voices saying?
There are times in the year when we see and engage with more people than usual – through end-of-year functions, annual celebrations,...
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Dec 12, 20222 min read
Political influence and the markets
Religion, politics and money are all connected – and probably always have been! This is because they’re all currency for influence, power...
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Dec 5, 20222 min read
Holiday-proof your financial plan
Holidays should be a time of restoration and relaxation. But for savvy investors, who are seldom able to switch off or turn down the...
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Nov 21, 20222 min read
Helping your parents with their financial independence
In the previous blog, we looked at how we can help our children with their retirement, or financial independence, as many in our...
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Nov 14, 20222 min read
Helping your kids with their financial independence
We spend most of our time having conversations with people who are 40+ about saving for retirement. However, the language and...
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Nov 7, 20222 min read
Are old investment truths still relevant?
In a recent podcast on the Allan Gray Podcast with Dan Brocklemank, head of Orbis UK, he reflected on how humans are NOT designed to be...
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Oct 24, 20222 min read
Living to 100…
So many things have changed in the last four decades, and yet so much has stayed the same. Financial planning has become an entire...
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