Newsletter August 2025

What Kind of Dog Investor Are You?

In the wild world of investing, everyone has a bit of a dog in them. Some sniff out every opportunity, others guard their bones fiercely, and a few want a calm walk in the park. 

The key is understanding your inner dog and allowing it to inform your investment strategy. So, leash up your instincts and let’s meet the pack.

Financial Advice for Women: It’s Personal

Financial planning is personal for everyone, but there are particular factors that make it especially important for women to take ownership of their financial futures.

In this article, we explore why women need to think differently about their financial futures than men. And we provide some suggestions for what women should look for when choosing a financial adviser.

AI & Us: A Smarter, Smoother Wealth Journey

Artificial intelligence isn’t replacing your financial advisor – it’s empowering us to serve you better. From spotting tax-saving opportunities in seconds to predicting financial needs before they arise, AI is quietly transforming how we deliver advice. 

This means more personalised insights, faster service, and smarter strategies – without losing the human touch. The future of financial planning is already here, and it’s working for you.

Market Update: Do SA Investors Know Something Foreigners Don’t?

South Africa’s stock market is hitting new record highs – despite missing out on the flood of foreign equity money looking for a new home. 

Why? Foreign investors are more interested in SA bonds (which offer among the highest risk-adjusted yields in the world) while domestic investors recognise the JSE’s exceptional value and improved outlook.