Insights

By Andró Griessel Understand your premium patterns over time People take out life insurance for various reasons. It varies from taking care

By Andró Griessel The closure of the Absa fund should have investors reflecting Last week Absa released a letter, which in my

By Andró Griessel A blasé attitude today may result in major financial consequences in future Most people in a formal working environment

By Deidré Valentine Plan for your retirement like you would for an expensive holiday Where there is a will, there is a

By Andró Griessel Be mindful of irrational vigor in the market Many of us, myself included, started 2020 with the bravado of

By Elmie de Jager Guard against a liquidity crisis for your heirs A few weeks ago, my colleague wrote an article about

By Andró Griessel Disaster awaits if the one who manages the money alone, dies. There is a saying in aviation that goes:

By Samuel Rossouw What happens with your benefits in the event of death or divorce? Although annual review meetings with your adviser

By Andró Griessel Why you should ignore a decade of returns A few years ago, a friend convinced me to join them

Is your porridge too cold? Personal share portfolios rarely make sense By Andró Griessel 8 August 2020 Goldilocks and the Three Bears

What to do with property? Great opportunity for tenants to buy property By Andró Griessel 18 July 2020 The prime lending rate

Teach your children to fish If your child can fish financially, he is set up for life By Andró Griessel 19 November

When your income starts to dwindle… These are trying times for conservative investors By Cassie Carstens 27 June 2020 Among the three

How to adjust your retirement plan Consider these factors when planning for retirement By Samuel Rossouw 23 June 2020 Depending on where

Be wary of partial truths It may result in bad decisions that cost you in the long run By Andró Griessel 16/5/2020

Manage your tax affairs A living annuity can have significant tax benefits for some individuals By Elmie de Jager 22/2/2020 A few

Take it easy for now However, the current market could be a good entry point if you are able to invest By

Are you insured against COVID-19? Many are scrutinizing policy wording after lockdown By Willie Griessel 04 April 2020 The Coronavirus pandemic turned

The ghost of 2008 is back Coronavirus: Market reaction is heavily exaggerated By Andró Griessel 14 Mar 2020 Just in case you

Who are the latest winners? Offshore equities perform the best in 2019, however… By Andró Griessel 11 Jan 2020 If you’ve got

RA’s: Friend or foe? If used effectively, it holds numerous advantages By Cassie Carstens 01 Feb 2020 It is that time of

Flex your financial muscles Sticking to financial new year’s resolutions is easier By Andró Griessel 21 Dec 2019 I hope that you