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 and estate duties, unlock liquidity in your estate, and still deliver solid investment returns. In this context, liquidity refers to investment products that can be quickly converted into cash. If you browse the […]

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 hard-earned money on something that adds little or no value. Sometimes, an expensive option is worth every cent, and sometimes “cheap” turns out to be costly. In this article, I want to shed […]

Purchase price determines success

Time in the market better than timing the market – fact or fiction? By Andró Griessel 3/9/2022 You may have often heard the remark: “It’s time in the market that counts, not timing the market.” I have uttered these words a lot and there is some truth to it and is, of course, said with […]

77 challenging months for returns

Do you want to fire your financial adviser? By Andró Griessel 04/06/2022 For my sins, I have been involved with investments for the last two decades. I can confirm, without a doubt, that the last 77 months (which mockingly sounds like a lucky number) have been the most challenging period to generate decent returns (5% […]

Investments: So how much interest do you offer?

Investments: So how much interest do you offer? By Cassie Carstens Although this question is not phrased in a sensible way, it is one that is often asked. This is due to the turbulent nature of everyday news flowing from markets and the desire for a consistent pattern of return. A more appropriate question to […]