A roundup of industry news and opinions

Do we need to worry about Trade Wars?

Economics Financial Planning Investments Tax

The primary reason that countries engage in protection is to promote the economic strength of the home country, including employment, often at points when the global economy is weak, or when there is rising competition from foreign participants. Through stronger local industry a country becomes less reliant on imports from foreign nations, providing a stronger base from which to direct its own growth policies.

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What to consider when preparing your Last Will & Testament

Estate Planning Financial Planning

Having a Will is arguably one of the most important things you can do for yourself and your family. Not only can a Will legally protect your family and assets, it also gives you the comfort of knowing that the rewards of your life’s work will be distributed and managed according to your wishes, once you have passed on.

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Will I Outlive My Retirement Savings?

Finance Retirement Risk & Assurance

We have all heard the saying that “50 is the new 40”. Well this statement is becoming a reality, as people are now living longer. Being able to live longer is certainly favourable, however the consequences of the increasing life expectancy are adverse when one has not saved sufficiently for retirement. Longevity risk can be reduced through maintaining a sustainable level of income.

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From the financial advice team - January 2018

Economics Financial Planning Industry Investments
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From the financial advice team - July 2017

Economics Financial Planning Industry

The first half of 2017 has provided us with much of the political and economic uncertainty that market commentators have warned of in recent years. It has almost become the “new normal”.

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POTENTIAL WEALTH TAXES TO BE INTRODUCED IN SOUTH AFRICA

Industry Investments Tax

Despite previously concluding that a wealth tax would not be appropriate for South Africa, the Davis Tax Committee, on 25 April 2017, released a media statement calling for written submissions on the introduction of …

Read More

Do we need to worry about Trade Wars?

Economics Financial Planning Investments Tax

The primary reason that countries engage in protection is to promote the economic strength of the home country, including employment, often at points when the global economy is weak, or when there is rising competition from foreign participants. Through stronger local industry a country becomes less reliant on imports from foreign nations, providing a stronger base from which to direct its own growth policies.

Read More

What to consider when preparing your Last Will & Testament

Estate Planning Financial Planning

Having a Will is arguably one of the most important things you can do for yourself and your family. Not only can a Will legally protect your family and assets, it also gives you the comfort of knowing that the rewards of your life’s work will be distributed and managed according to your wishes, once you have passed on.

Read More

Will I Outlive My Retirement Savings?

Finance Retirement Risk & Assurance

We have all heard the saying that “50 is the new 40”. Well this statement is becoming a reality, as people are now living longer. Being able to live longer is certainly favourable, however the consequences of the increasing life expectancy are adverse when one has not saved sufficiently for retirement. Longevity risk can be reduced through maintaining a sustainable level of income.

Read More

From the financial advice team - January 2018

Economics Financial Planning Industry Investments
Read More

From the financial advice team - July 2017

Economics Financial Planning Industry

The first half of 2017 has provided us with much of the political and economic uncertainty that market commentators have warned of in recent years. It has almost become the “new normal”.

Read More

POTENTIAL WEALTH TAXES TO BE INTRODUCED IN SOUTH AFRICA

Industry Investments Tax

Despite previously concluding that a wealth tax would not be appropriate for South Africa, the Davis Tax Committee, on 25 April 2017, released a media statement calling for written submissions on the introduction of …

Read More
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