Coffee, makes you think

Feb 17, 2020

After owing its name to the mindful Fransciscan monks, the Capuchin friars, many of us overlook our daily cappuccino (or other frothy delight) and how much we spend on these little luxuries in life. One of the best ways to add meaning to our money is to be mindful about how we spend it, and … Read More

The RA-minder

Feb 10, 2020

For many, the way in which we save and invest is not a daily conversation, so it’s easy to forget what we have in place AND WHY we have it in place. Here’s a quick reminder! An RA… or Retirement Annuity is one such product that can often confuse many. RAs have been around for … Read More

What you need to know about the new ‘expat tax’

Feb 10, 2020

One of the hardest aspects of working with tax and tax law is that the rules change slightly every year – making it tricky dice to roll without an expert on your team. There will be a new law soon that legislates how much tax you as a South African must pay on money you … Read More

Share the love with your wallet

Feb 3, 2020

Is it time for some romance without the rands? You can sweep someone off their feet whilst keeping yours on the ground. Valentine’s Day has gained the reputation of being a Hallmark holiday that promotes Lindt rather than love.  Ahead of rushing off to the shops to buy a big bunch of flowers or box … Read More

What’s the state of your budget?

Feb 3, 2020

Each year we are presented with our president’s State of the Nation address and the finance minister’s budget speech around the same time. The SONA is closely linked to how money is spent; it’s a powerful reminder for us to consider the close link between our lives and our budgets! Good finances begin and end … Read More

Breathe cleaner air in your home

Jan 27, 2020

Here’s all you need to know about houseplants! We live in increasingly polluted environments – both inside and outside! Trees and plants remain the best ‘machines’ for pumping down carbon dioxide and supplying us with clean air. Without good, clean air, we have less energy and are more prone to allergies and poor health. If … Read More

Global macro trends for SA investors to watch in 2020

Jan 20, 2020

Every investor has their own unique style when it comes to the rigorous decision-making process that goes into what to include in their portfolio and how to weight it. January, with the fresh perspective that comes from a break and a new financial year pending, is often the ideal time to take a look at … Read More

Improve the way you invest for the year

Jan 13, 2020

Having an eager desire to achieve more is a key motivator for success. If you want to achieve more in your investing, why not consider setting new wealth goals and not just new health goals for the new year? New and revised goals require a new plan, so for continued success with your investments into … Read More

Moving on from “summer-body” goals

Jan 6, 2020

Ever set yourself a goal to get your ‘summer body’ ready? On some level, all of us have moments when we’re not happy with our bodies and the way they look – whether it’s seasonal, emotional or hereditary… and we resolve to do something about it. For many of us… these turn out to be … Read More

Goodwill to all: a closer look at ESG stock options

Dec 30, 2019

Swiss banks hold a certain cachet about knowing good from bad investments, and currently the hottest topic on their lips are ESG funds. ESG stock options – or, rather, ‘Environmental, Social and Governance sustainability’ – have been steadily gaining traction among investors in the last few months, emerging into something of a buzzword. Once considered … Read More