Newsletters

Newsletter March 2024

Budget 2024: What it means for you While the budget has been largely viewed as prudent, there were few surprises and little in the form

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Newsletter February 2024

Is There Really Much Difference Between Investing and Gambling? If you pay attention to dictionary definitions you’ll know that investing and gambling are almost polar

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Newsletter January 2024

How to Avoid Getting Burnt by the Next Investment Bubble in 2024 It’s not just speculative assets like cryptocurrencies or meme stocks that can be

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Newsletter October 2023 

Why do Some People Have a Problem Spending Money? While most advice about budgeting concentrates on trying to find ways of helping people not to

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Newsletter August 2023

What’s Cooking with the Three-Pot System? The much talked about two pot system for retirement savings hasn’t even come into being. And now government’s proposing

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Newsletter July 2023

How to Invest When There’s So Much Bad News South Africa has some serious problems, and there’s little sign of them getting better. Loadshedding, water

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Newsletter June 2023

Don’t let Money Ruin Your Relationship Money can be one of the biggest sources of conflict in a relationship. When partners disagree about how to

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Newsletter May 2023

What is True Wealth? When people talk about wealth, they tend to think of material possessions. But true wealth requires a mindset that goes beyond

Read More »

Newsletter April 2023

Compound Interest: The Eighth Wonder of the World Albert Einstein called the magic of compound interest, “the eighth wonder of the world”. He famously stated

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Newsletter March 2023

Santam Clarifies Grid Failure Exclusion Over the past year there have been unprecedented levels of loadshedding due to unexpected breakdowns and planned maintenance at Eskom

Read More »

Newsletter November 2022

Put Stocks, Rather Than Socks, Under the Tree This Christmas The end of the year, and the time for giving are rapidly approaching. If you

Read More »

Newsletter October 2022

Get Rich & Stay Rich: Eight Mistakes Wealthy People Never Make Getting rich isn’t as hard as it sounds. Years of consistent, calculated investing are

Read More »

Newsletter September 2022

The “Two Bucket” Retirement Savings System: What is it and Why is it Important? The government has said that it is going ahead with plans

Read More »

Newsletter August 2022

Women’s Month: Three Ways You Can Improve Your Money Health More and more people are becoming aware of the importance of financial wellbeing. Just like

Read More »

Newsletter July 2022

Why Inflation is the Most Important Investment Benchmark Inflation is “enemy number one” for every investor. A lot of the time we don’t notice it,

Read More »

Newsletter June 2022

With the Limits Raised, How Much Should You Invest Offshore? One of the biggest changes announced in this year’s budget was that pension funds and

Read More »

Newsletter May 2022

Stay Calm When the Bear Prowls John Bogle, the founder of the US investment company Vanguard, calculated that the average equity unit trust investment gained

Read More »

Newsletter April 2022

What Amazon and Ford Can Tell Us About Diversification There are a few pieces of financial advice that are repeated more than any others: stay

Read More »

Newsletter February 2022

Investing: Men and Women See Things Differently As the famous book title by relationship counsellor John Gray put it: men are from Mars, women are

Read More »

Newsletter January 2022

Red-Carding the Myth of The Rational Investor Most people like to think that they can make rational decisions. When it comes to their money, they

Read More »

Newsletter November 2021

Three Things to Consider When Insuring Your Home Insurance is always a grudge purchase. Homeowners insurance is particularly so, because the chance of you losing

Read More »

Newsletter October 2021

What’s The Biggest Lesson You Can Learn from Warren Buffett? Warren Buffett’s net worth is over R1 trillion. And that is even after he has

Read More »

Newsletter September 2021

What Exactly is Sasria, and Are You Covered? The violent unrest in KwaZulu-Natal and Gauteng during July caused an estimated R50bn worth of damage. However,

Read More »

Newsletter August 2021

Four Steps to Get the Most Out of Your Tax-Free Savings Account It is not often that you get a free lunch. Tax-free savings accounts

Read More »

Newsletter June 2021

May You Live Long… But Not Too Long The Vulcan salutation “live long and prosper” was made famous by Star Trek in the 1960s. These

Read More »

Newsletter May 2021

Do You Give Your Financial Health as Much Focus as Your Physical Wellbeing? Around the world, people are eating healthier, exercising more and doing things

Read More »

Newsletter March 2021

Would You Rather Retire in Bermuda or South Africa? Despite its many problems, South Africa still offers an attractive lifestyle. It is also a relatively

Read More »

Newsletter February 2021

The Simplest Part of Estate Planning is Often Overlooked Many financial products, like life insurance, and pension funds, ask you to nominate a beneficiary in

Read More »
Newsletters

Newsletter March 2024

Budget 2024: What it means for you While the budget has been largely viewed as prudent, there were few surprises and little in the form

Read More »
Newsletters

Newsletter February 2024

Is There Really Much Difference Between Investing and Gambling? If you pay attention to dictionary definitions you’ll know that investing and gambling are almost polar

Read More »
Newsletters

Newsletter January 2024

How to Avoid Getting Burnt by the Next Investment Bubble in 2024 It’s not just speculative assets like cryptocurrencies or meme stocks that can be

Read More »
Newsletters

Newsletter December 2023  

How to Give Meaningful Gifts This Festive Season Let’s face it. We’ve all got more than enough stuff. No one you know wants another pair

Read More »
Newsletters

Newsletter October 2023 

Why do Some People Have a Problem Spending Money? While most advice about budgeting concentrates on trying to find ways of helping people not to

Read More »
Newsletters

Newsletter September 2023

Should you pay off your home loan? The time may come when you can cover your monthly expenses, including your home loan, and have money

Read More »
Newsletters

Newsletter August 2023

What’s Cooking with the Three-Pot System? The much talked about two pot system for retirement savings hasn’t even come into being. And now government’s proposing

Read More »
Newsletters

Newsletter July 2023

How to Invest When There’s So Much Bad News South Africa has some serious problems, and there’s little sign of them getting better. Loadshedding, water

Read More »
Newsletters

Newsletter June 2023

Don’t let Money Ruin Your Relationship Money can be one of the biggest sources of conflict in a relationship. When partners disagree about how to

Read More »
Newsletters

Newsletter May 2023

What is True Wealth? When people talk about wealth, they tend to think of material possessions. But true wealth requires a mindset that goes beyond

Read More »
Newsletters

Newsletter April 2023

Compound Interest: The Eighth Wonder of the World Albert Einstein called the magic of compound interest, “the eighth wonder of the world”. He famously stated

Read More »
Newsletters

Newsletter March 2023

Santam Clarifies Grid Failure Exclusion Over the past year there have been unprecedented levels of loadshedding due to unexpected breakdowns and planned maintenance at Eskom

Read More »
Newsletters

Newsletter February 2023

Invest With FIRE and Never Look Back What do you think of when you hear the word ‘fire’? Smoke and helicopters, the sound of a

Read More »
Newsletters

Newsletter December 2022

Four Simple Steps to Start the Year on the Right Financial Foot A new year brings the opportunity to take a fresh look at your

Read More »
Newsletters

Newsletter November 2022

Put Stocks, Rather Than Socks, Under the Tree This Christmas The end of the year, and the time for giving are rapidly approaching. If you

Read More »
Newsletters

Newsletter October 2022

Get Rich & Stay Rich: Eight Mistakes Wealthy People Never Make Getting rich isn’t as hard as it sounds. Years of consistent, calculated investing are

Read More »
Newsletters

Newsletter September 2022

The “Two Bucket” Retirement Savings System: What is it and Why is it Important? The government has said that it is going ahead with plans

Read More »
Newsletters

Newsletter August 2022

Women’s Month: Three Ways You Can Improve Your Money Health More and more people are becoming aware of the importance of financial wellbeing. Just like

Read More »
Newsletters

Newsletter July 2022

Why Inflation is the Most Important Investment Benchmark Inflation is “enemy number one” for every investor. A lot of the time we don’t notice it,

Read More »
Newsletters

Newsletter June 2022

With the Limits Raised, How Much Should You Invest Offshore? One of the biggest changes announced in this year’s budget was that pension funds and

Read More »
Newsletters

Newsletter May 2022

Stay Calm When the Bear Prowls John Bogle, the founder of the US investment company Vanguard, calculated that the average equity unit trust investment gained

Read More »
Newsletters

Newsletter April 2022

What Amazon and Ford Can Tell Us About Diversification There are a few pieces of financial advice that are repeated more than any others: stay

Read More »
Newsletters

Newsletter March 2022

Why You Need Building Insurance and How to Switch From Your Bank If you own a home with the help of a bond, then you

Read More »
Newsletters

Newsletter February 2022

Investing: Men and Women See Things Differently As the famous book title by relationship counsellor John Gray put it: men are from Mars, women are

Read More »
Newsletters

Newsletter January 2022

Red-Carding the Myth of The Rational Investor Most people like to think that they can make rational decisions. When it comes to their money, they

Read More »
Newsletters

Newsletter November 2021

Three Things to Consider When Insuring Your Home Insurance is always a grudge purchase. Homeowners insurance is particularly so, because the chance of you losing

Read More »
Newsletters

Newsletter October 2021

What’s The Biggest Lesson You Can Learn from Warren Buffett? Warren Buffett’s net worth is over R1 trillion. And that is even after he has

Read More »
Newsletters

Newsletter September 2021

What Exactly is Sasria, and Are You Covered? The violent unrest in KwaZulu-Natal and Gauteng during July caused an estimated R50bn worth of damage. However,

Read More »
Newsletters

Newsletter August 2021

Four Steps to Get the Most Out of Your Tax-Free Savings Account It is not often that you get a free lunch. Tax-free savings accounts

Read More »
Newsletters

Newsletter June 2021

May You Live Long… But Not Too Long The Vulcan salutation “live long and prosper” was made famous by Star Trek in the 1960s. These

Read More »
Newsletters

Newsletter May 2021

Do You Give Your Financial Health as Much Focus as Your Physical Wellbeing? Around the world, people are eating healthier, exercising more and doing things

Read More »
Newsletters

Newsletter April 2021

Fire Prevention Is Better Than Cure Fire is one of the most devastating causes of loss or damage to a home as not only can

Read More »
Newsletters

Newsletter March 2021

Would You Rather Retire in Bermuda or South Africa? Despite its many problems, South Africa still offers an attractive lifestyle. It is also a relatively

Read More »
Newsletters

Newsletter February 2021

The Simplest Part of Estate Planning is Often Overlooked Many financial products, like life insurance, and pension funds, ask you to nominate a beneficiary in

Read More »