Tipies

Check out this link to a highly recommended UCT course on estate planning and wills: http://www.lawatwork.uct.ac.za/lw/courses/estate-planning

Most Saturday mornings in winter, I would stand next to a muddy rugby field watching my sons play rugby.  While it was fun watching them, it was also scary –…

Divorce Divorce is a time of major change at all levels.  They need to bring in a skilled and ethical financial planner to help them re-calibrate their finances and reduce…

Medical advances have meant that a heart attack or cancer is no longer the death sentence it was twenty years ago.  However, the financial consequences are often devastating. If you…

I can help you get on top of your financial planning At the end of our meeting you will know: If your retirement funds are invested in the right portfoliosWhere…

Last week, we all became poorer as stock markets in South Africa and rest of the world declined by around 25%. What do we need to do? I have been…

What a bumpy ride we’ve had for the past 2 weeks. Our investments are worth less, there’s a mean virus out there and now we face the prospect of not…

These are interesting times where great fortunes are made and lost. The more understanding we have of what is going on, the better our chances are of ending up on…

The government recently increased the rate that individual investors can earn on retail savings bonds.  The interest rates are extremely attractive: TermRate2 Years7.75%3 Years9.0%5 Years11.5% These look extremely attractive and…