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
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
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
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
Newsletter November 2023
Retiring Well is About More Than Money Making sure that you have enough money to see you through retirement is a vital part of your
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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,
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
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
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
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
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
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
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
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
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,
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
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
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
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
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
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
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
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
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
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
Newsletter November 2023
Retiring Well is About More Than Money Making sure that you have enough money to see you through retirement is a vital part of your
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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,
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
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
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
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
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
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
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
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
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,
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
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
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
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
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
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