I had an interesting meeting with a young client recently who was at great pains to tell me that he had managed to get off the company pension fund because they were taking too much money off his salary each month and the fund was far too boring for
The following is a piece I did for Finweek in response to a question from a reader.... Investment for a 26 year old. Broadly speaking, there are 2 things that impact the return of an investment over time. They are: Asset allocation, and F
A short while ago I wrote a piece about Outsurance’s latest campaign which offers all your premiums back after 15 years if you don’t claim. Following on from the piece I was interviewed on the Money Show on 567/702 about why I thought the campaign wa
Last week I wrote a post about the Outsurance Life 15 year premiums back offer...as a result of the post I was interviewed on 576/702 The Money Show by Bruce Whitfield (Thurs 20 June - podcast here http://t.co/fPMCokr5eH ) Immediately after that,
Spent over an hour in the queue at Home Affairs last week just waiting to collect a passport for my daughter…it was sent to them on 13th May but more than 2 weeks later we still had not received the SMS to collect it so I went in to see if I could ge
You have a couple of hundred rand per month that you would like to invest and you have decided that you want to go the passive or index option. You like the idea of DIY and on top of that you are cost sensitive…you have also heard that unit trusts ar
Just under 6 years ago, ASISA (Association of Savings and Investments in South Africa) launched what should have been a really exciting education savings initiative called Fundisa. The idea was to provide a unit trust alternate to the traditional ins
Broadly speaking, there are 2 things that impact the return of an investment over time. They are: Asset allocation, and Fees When it comes to the retirement space, government seems hell-bent on targeting the issue of fees but does not appear
“It’s different this time!” 4 words that should make any serious investor very nervous. But either markets are seriously over-heated or perhaps, it is different and maybe the markets are telling us that a whole lot of other stuff, like inflation in p
I had (another) argument with my mother-in-law recently when she stated that it was a “scientific fact that sons are always taller than their mothers” (it helps to know an example where this is not the case). While this may be generally true, it is n
•Asset Allocation Strategy
•Investment Research and Selection
•Local and Offshore Investing
•Tax Efficient Planning
