Insights
Beware of “Magic Wand” Solutions
ESTATE & TAX PLANNING By Samuel Rossouw 6 September 2025 Imagine a magic wand that could ease your worries about capital gains
Fees on Investments
DO THEY ADD VALUE OR ARE THEY A WASTE? By Elmie de Jager Nothing worthwhile comes free. Still, it’s frustrating to waste
Investing Is a Marathon, Not a Sprint
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
Keep the end goal in sight
BEWARE OF LOAN ACCOUNTS IN TRUSTS By Andró Griessel 7 June 2025 Trusts have been used for decades as an effective way
Retirement: A Salute to the Committed
By Deidré Valentine 26 April 2025 When it comes to South Africa, people often focus only on the negative aspects, overlooking our
Emerging markets lead the pack
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
Follow your ‘roadmap’ to success
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
Insurers penalise you, but…
By Andró Griessel 1 February, 2025 Every five years or so, I get the urge to rant and rave about what I
Create wealth in 2025 with these three timeless principles
By Samuel Rossouw January 4, 2025 2025 has arrived, bringing with it a sense of optimism about our financial prospects. South Africa
Where do you stand when the bull run is over?
By Andró Griessel 7 December 2024 In case you haven’t heard, last month a banana (the simple yellow kind that monkeys love)
Tax, emigration and inheritance
Tax law changes carry substantial implications based on where your heirs are situated around the world. By: Elmie de Jager 02/11/2024 If
Annuities Prove Their Worth Once Again
5 October 2024 By Andró Griessel RA has once again outperformed offshore investments over the past 5 years A South African rugby
Gradual Retirement
Pay attention to the financial and emotional impact By Deidré Valentine 31/8/2024 Many readers of this column have likely followed the Olympic
‘Lost decade’ – what now?
There is light at the end of the tunnel for SA investors By Andró Griessel 3/8/2024 Any investor who has seen the
Stay firmly on the investment path in the midst of election rain
By Cassie Carstens 29/6/2024 Those who follow Formula One will know that there are only 20 seats available for the world’s best
Recipe for the Eighth Wonder
Time is the secret ingredient your investments need By Samuel Rossouw 4/5/2024 Investment guru Warren Buffett often refers to compound interest as
Offshore is calling, but…
Guard against panic or greed guiding investment decisions By Andró Griessel 30/3/2024 By the end of the second quarter of last year,
Distrust can come at a high price
Let a financial planner examine your financial structure – and win By Elmie de Jager 24/2/2024 My heart literally aches every time
Focus on what doesn’t change
A few things to consider when you plan for 2024 By Deidré Valentine 23/12/2023 As we start a new year, one tends
No one knows what 2024 might hold
But reflecting on the past provides valuable food for thought By Andró Griessel 27/1/2024 Traditionally, in my first article of the year,
Power of ‘One’: The impact of small differences
The impact over a long period is enormous. By Andró Griessel 25/11/2023 One point makes a big difference. South African rugby supporters
Wealth Manager, Deidré Valentine, speaks to Citywire.
The Woodland Wealth CFP believes an AUM or fee-based financial adviser environment is best for client outcomes By Tracy Benjamin 7/11/2023 Citywire