In an age of globalization, limiting your investments to domestic markets may be a missed opportunity. For South African investors, the Global Equity General Unit Trust Category presents an appealing and convenient pathway to international exposure.
Unit Trusts Explained! Investment is not just a financial decision; it’s a step towards securing your future. While there are multiple avenues for investment, one of the most popular option is Unit Trusts. This article aims to shed light on this versatile investment vehicle and specifically focus on the best-performing unit trusts in the ASISA category known as ‘South African Equities General.’
In today’s evolving financial climate, navigating your financial future can feel like walking through a maze. South Africa’s economy has experienced fluctuations this year, affecting everything from job security to investment returns. Given this landscape, it’s important to focus on the top 8 financial mistakes to avoid to safeguard your future.
How to reduce your income tax! With the tax season drawing to a close, now’s the time to act to maximise your tax savings. Nobody loves tax season, but with proper planning, you can keep more of your hard-earned Rands. This article covers seven actionable tips to help you minimise your income tax liability in South Africa.
In a world brimming with financial complexities, the need for specialized guidance has never been more vital. Welcome to this informative guide, where we’ll demystify everything from private wealth management and personal wealth management to international wealth management strategies …
What Does Intestate Mean and Why Should You Care? Intestate succession happens when a person passes away without a valid will.The absence of a will brings in its wake numerous challenges, especially when minors are part of the equation. Read more to understand the implications.
Wills Week is more than just a date on your calendar—it’s a wake-up call for all South Africans. This annual event is a golden opportunity to reflect on your estate planning needs and take crucial steps like writing a will.
Have you ever found yourself overwhelmed by the plethora of financial advice out there? Do you wonder if the advice you’re getting is genuinely in your best interest? If you’ve nodded along, you’re not alone.
The world of financial advice is undergoing a significant shift. More people are seeking advice and guidance that is truly impartial and unbiased, rather than feeling like they’re being sold to. The popularity of fixed and flat fee financial advisors is increasing.
Embracing Retirement with Confidence: How a Retirement Financial Advisor Eases Your Fears Through Lifestyle Financial Planning
Ready to embrace retirement but held back by fears? Discover how a Retirement Financial Advisor can guide you through Lifestyle Financial Planning to turn your apprehensions into a fulfilling journey.
Wealth management companies in South Africa are experiencing a transformative shift, with boutique firms taking significant market share from traditional banking giants, like Investec, RMB and Nedbank. Historically, the large banks dominated the scene, but the landscape has evolved. Boutique firms have emerged, offering personalized and customized services that resonate with modern investors
Wealth. It’s a term often associated with money, possessions, and financial success. But is that all there is to wealth? In this framework, we’ll explore the multifaceted nature of wealth, uncovering its deeper meanings that encompass not just monetary gains but also health, relationships, and enriching experiences.