Insights
Beware of a Trojan horse
By Andró Griessel Understand your premium patterns over time People take out life insurance for various reasons. It varies from taking care
Think beyond money market
By Andró Griessel The closure of the Absa fund should have investors reflecting Last week Absa released a letter, which in my
The dark side of group schemes
By Andró Griessel A blasé attitude today may result in major financial consequences in future Most people in a formal working environment
Where there is a will, there is a way
By Deidré Valentine Plan for your retirement like you would for an expensive holiday Where there is a will, there is a
When things don’t make sense…
By Andró Griessel Be mindful of irrational vigor in the market Many of us, myself included, started 2020 with the bravado of
Estates: Cash is king
By Elmie de Jager Guard against a liquidity crisis for your heirs A few weeks ago, my colleague wrote an article about
Will your spouse be able to “fly” solo?
By Andró Griessel Disaster awaits if the one who manages the money alone, dies. There is a saying in aviation that goes:
Retirement funds: A few things to note
By Samuel Rossouw What happens with your benefits in the event of death or divorce? Although annual review meetings with your adviser
Downhills also have inclines
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?
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?
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
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…
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
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
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
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
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?
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
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?
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?
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
Flex your financial muscles Sticking to financial new year’s resolutions is easier By Andró Griessel 21 Dec 2019 I hope that you
As dinge nie sin maak nie…
Deur Andró Griessel Pas dan maar weer op vir markte se “irrasionele uitbundigheid” Baie van ons, ek inkluis, het 2020 begin met
Pasop vir rand-val-paniek
Deur Andró Griessel Die geskiedenis leer waardevolle lesse oor wat daarop volg Sal jy my glo as ek vir jou sê ek
Hoe hoog is jou (geld) koors?
Deur Andró Griessel Vind uit wat jóú beleggings se interne opbrengskoers is Ek is seker daarvan jy het, net soos ek, die
Boedels: Kontant is koning
Deur Elmie de Jager Waak teen ‘n likiditeitskrisis vir jou erfgename My kollega het ’n paar weke gelede geskryf oor die feit
Sal jou gade self kan ‘vlieg’?
Deur Andró Griessel ’n Ramp wag as die een wat die geld alleen bestuur, sterf Daar is ’n gesegde in die lugvaart:
Aftreegeld: Let op hierna
Deur Samuel Rossouw Wat gebeur met jou voordele as jy sterf, of skei? Hoewel gesprekke tussen adviseur en kliënt dikwels handel oor
Afdraandes het ook bulte
Deur Andró Griessel Waarom jy dalk ’n dekade se opbrengs moet ignoreer So ’n paar jaar gelede praat iemand my om om
Val jou ‘Pap’ op die grond?
Deur Andró Griessel Persoonlike aandele-portefeuljes maak selde sin Een van my gunstelingstories uit my kinderdae was Goue Lokkies en die drie bere.
Hoe nou met eiendom?
Hoe nou met eiendom? Besonder goeie geleentheid vir huurders om huis te koop Deur Andró Griessel 18 July 2020 Op 22 Mei
Leer jou kinders visvang
Leer jou kinders visvang Sodoende gee jy vir hulle ’n reuse voorsprong in die lewe Deur Andró Griessel 9 November 2019 Daar
As jou inkomste krimp…
As jou inkomste krimp… Dis swaar tye dié vir konserwatiewe beleggers Deur Cassie Carstens 27 Junie 2020 Onder die drie grootste geldmark-fondse
Pas jou aftreeplan só aan
Pas jou aftreeplan só aan Neem dié faktore in ag wanneer jy beplanning doen Deur Samuel Rossouw 06 June 2020 Afhangende van
Pasop vir halwe waarhede
Pasop vir halwe waarhede Dit kan tot swak besluite lei wat jou duur te staan kom Deur Andró Griessel 16/5/2020 In tye
Bestuur jou belastingsake
Bestuur jou belastingsake ’n Lewende annuïteit kan groot taksvoordele vir sommiges hê Deur Elmie de Jager 22/2/2020 My kollega het ’n paar
Vou maar vir eers die hande
Vou maar vir eers die hande Maar dalk is dié mark ’n goeie intreepunt as jy kán belê Deur Andró Griessel 25
Is jy verseker vir COVID-19?
Is jy verseker vir COVID-19? Talle krap nou kop oor polis-bewoording Deur Willie Griessel 04 April 2020 Die Koronavirus-pandemie het die wêreld
Die spook van 2008 loop
Die spook van 2008 loop Koronavirus: Reaksie op die markte is erg oordrewe By Andró Griessel 14 Maart 2020 Net vir ingeval
Wie is die volgende wenners?
Wie is die volgende wenners? Buitelandse aandele vaar beste in 2019, maar… Deur Andró Griessel 11 Jan 2020 As jy die indruk
UA’s: Vriend of vyand?
UA’s: Vriend of vyand? As dit reg gebruik word, hou dit baie voordele in Deur Cassie Carstens 01 Feb 2020 Dit is
Pomp jou finansiële spiere
Pomp jou finansiële spiere Nuwejaarsvoornemens oor geldsake is makliker om vol te hou Deur Andró Griessel 21 Des 2019 Hopelik lees jy
Is lyfrente die antwoord?
Is lyfrente die antwoord? Hier is ‘n paar faktore om te oorweeg voordat jy besluit Deur Andró Griessel 19 Okt 2019 ‘n
Hoe om nié geld te maak
Hoe om nié geld te maak Beleggers skiet hulself telkens in die voet Deur Andró Griessel 21 Sep 2019 In Mei 2014