Insights

RATHER SPOT THEM EARLYSavings still need room to grow By Samuel Rossouw 02/05/2026 I recently met with a client who is ready

LESSONS FROM THE GOLF COURSE – THINGS CAN GO WRONG VERY EASILY By Andro Griessel 04/04/2026 In a few days, the Masters

SAVE ESTATE DUTY AND CAPITAL GAINS TAX THIS WAY By Elmie de Jager 7/3/2026 Is usufruct a dirty word or the answer?

THE PAST IS NOT THE FUTURE By Andró Griessel 7/2/2026 According to my data, one would have to go back to 1999

REMEMBER: YOU STILL WANT TO BE ABLE TO RUN AT 80 By Deidré Valentine 3/1/2026 “Remember, you still want to be able

Dear Reader, What an honour. We’ve been selected as one of only 20 financial planning practices nationally to be recognised as an

THE OIL IN YOUR BUSINESS ENGINE By Andró Griessel 6/12/2025 Think for a moment about the people you would trust with your

Guidelines to Steer Your Interaction By Cassie Carstens 1/11/2025 At a recent Ninety One conference, much attention was given to the astronomical

CRYPTIC ADVICE DOESN’T GIVE THE FULL PICTURE By Andró Griessel 4 October 2025 Walking is cheaper than cycling, cycling is cheaper than

ESTATE & TAX PLANNING By Samuel Rossouw 6 September 2025 Imagine a magic wand that could ease your worries about capital gains

DO THEY ADD VALUE OR ARE THEY A WASTE? By Elmie de Jager Nothing worthwhile comes free. Still, it’s frustrating to waste

15 Timeless Lessons for Long-Term Success By Andró Griessel I didn’t grow up in a household where money was discussed—probably because there

BEWARE OF LOAN ACCOUNTS IN TRUSTS By Andró Griessel 7 June 2025 Trusts have been used for decades as an effective way

By Deidré Valentine 26 April 2025 When it comes to South Africa, people often focus only on the negative aspects, overlooking our

By Andró Griessel 29 March, 2025 It’s just before 3:00 PM on 11 September 2001, and I’m going about my usual day

By Cassie Carstens 1 March, 2025 There’s something special about an old-fashioned roadmap. Those fold-out AA Karoo maps carried a sense of

By Andró Griessel 1 February, 2025 Every five years or so, I get the urge to rant and rave about what I

By Samuel Rossouw January 4, 2025 2025 has arrived, bringing with it a sense of optimism about our financial prospects. South Africa

By Andró Griessel 7 December 2024 In case you haven’t heard, last month a banana (the simple yellow kind that monkeys love)

Tax law changes carry substantial implications based on where your heirs are situated around the world. By: Elmie de Jager 02/11/2024 If

5 October 2024 By Andró Griessel RA has once again outperformed offshore investments over the past 5 years A South African rugby

Pay attention to the financial and emotional impact By Deidré Valentine 31/8/2024 Many readers of this column have likely followed the Olympic