At first I thought that maybe it was only me and that the settings on my computer must be faulty - turns out it's not me. It's everyone who uses efiling... While there are many positives about efiling, can someone please look at the system from
Over the years as we have chatted to clients about financial planning we have settled down to the “big 5” risks that everyone faces and the resulting financial (and emotional) risks that they present to the person and their family. Simply put, these
I was in the bank recently and while I was waiting in the queue I was gob-smacked by how many people (mostly elderly) were making withdrawals or giving notice on their 32 day notice accounts. Consider the good (old fashioned) 32 day notice account
Great bit of insight from "One page financial plan" by Carl Richards. "How/where you spend your time and money is an indication of what you value most" Think about it, a lot!
Today I got a call from a journalist asking a few questions about what a beginner investor should do if they want to start investing. I think that they were looking for “tips and tricks” about which funds or shares to choose. Here was my reply. Ask
I attended a presentation by one of the SA asset managers recently…it was a good job that there were no sharp knives around. It was real slit-your-wrists stuff! Their view is that SA is pretty much stuffed and that unless there is a significant ch
Much has been written about the value of financial advice. There are many people who believe that financial planners offer little value for the fees charged while there are others who believe that the value financial planners add is very significant.
On a recent car trip, my daughter insisted on playing some of her music – 2 of the songs on the “hit list” were “Bear necessities” from the Jungle Book and “Hakuna Matata” from The Lion King. When the music finished there was a follow up question fro
I get a lot of spam email but I really hate it when I receive unsolicited offers to invest from insurance companies. Today I received an email from Old Mutual offering to save me money with their Tax-Free Savings Account (TFSA). Apparently, you can s
I found myself facing a crisis recently. I have always promised clients that I would only invest their funds where I myself am prepared to invest for myself and my family and yet with the recent shenanigans from our president who saw fit to remove th
•Asset Allocation Strategy
•Investment Research and Selection
•Local and Offshore Investing
•Tax Efficient Planning
