Latest News

March 12, 2018

Should you be investing offshore?

This is one of the several very important decisions you are faced with when planning your investment portfolio. What should you take into account when trying […]
March 12, 2018

The winds of change

The winds of change are blowing across South Africa. The peaceful removal of Jacob Zuma and the appointment of Cyril Ramaphosa as our new president have […]
March 9, 2018

Easy guide to tax free savings accounts “TFSA”.

TFSA’s were brought into law from 1st March 2015 to encourage individuals to save more. Because these specific accounts are not subject to any form of […]
March 9, 2018

Discovery – helping you along the incredible journey of a new life

Being pregnant is an exciting and important time in any woman’s life and a time when one does not want to worry about medical cover. In […]
November 24, 2017

Remaining steady during debt downgrade

Almost every South African will be aware that the international rating agencies could potentially downgrade our local government debt to sub-investment grade, commonly known as “junk […]
November 8, 2017

Have you considered the cost of estate duty?

Estate Duty is a tax which is levied on deceased estates with a net estate value in excess of R3.5 million. The current prescribed rate is […]
November 8, 2017

The cost of borrowed money and the advantage of settling debt early

Among the top reasons South Africans borrow money are to purchase houses, start businesses, fund kids’ education and cover health care costs. While credit can be […]
November 8, 2017

The dark side of the sun

At least 80% of sun-induced skin damage happens before the age of 18, which is why it’s so crucial to protect your children’s skin. We show […]
November 8, 2017

Travel insurance: Your guardian angel whilst traveling

Beach, sea and sun for some while others may prefer white snow filled mountains and a set of skis to relax and rejuvenate after a long, […]
November 8, 2017

Emergency numbers – do you have them in your phone?

In any medical emergency, it’s very important that you get the proper care within the shortest possible time. The care that you get immediately following the […]
November 8, 2017

Don’t get towed by a rogue

Being involved in a car accident or having a breakdown can be a frightening experience. It is not something that anyone prepares for, but there are […]
October 12, 2017

Recent changes to the FPM portfolios

Our disciplined investment process drives portfolio construction.  Part of this process involves subjecting portfolios to both a qualitative and quantitative due-diligence process which allows us to […]
October 10, 2017

What are the duties of an Executor?

Let’s start by explaining the meaning of the term “Executor”. In the legal sense, it refers to the person or company who you nominate in your […]
October 10, 2017

Planning for retirement

Don’t base your financial requirements on your current heath.  The cost of frail care facilities In the ever-changing world of financial planning, your view on your […]
October 10, 2017

De-mist-ifying Windscreens

The windscreen is an important safety feature on your vehicle. Unfortunately, the questionable state of some of our roads can result in frequent chipping and cracking […]
October 10, 2017

Trust as a planning tool

In the world of financial planning, we have various ways of structuring and implementing strategies which are tailor-made to our clients’ individual set of circumstances. A […]
October 10, 2017

No matter how much you have, it’s always a lot when you lose it

Life is exciting at the moment! I just completed my studies, started a new job, bought a new car and I am moving out of mom […]
October 10, 2017

Easy guide to pension and provident funds

Retirement funds are either pension or provident funds. They are offered by companies to their employees. It is not compulsory to offer employees a retirement fund, […]
September 4, 2017

Later is a privilege – not a right

Life always seem to get into the way of us doing what we should be doing – like proper planning for the day when we may […]
September 4, 2017

The advantages of a testamentary trust

Generally, we are all familiar to some degree with the concept of a trust which is established during the lifetime of the trust donor or founder. […]
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