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Almost all of us have dreamt of winning the lottery. The idea of such a windfall inspires our imaginations to conjure up all manner of possibilities. Most fantasies probably involve some combination of less work, more travel and probably a “few” material purchases. Not that many of us would want…

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There is a new buzz-phrase doing the wealth management rounds at the moment. And like most catch-phrases it comes with its own acronym, G-B-I for Goal Based Investing. One of the larger financial institutions penned a recent article hailing this as the ‘future of financial planning”. That all sounds pretty…

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While I have stolen the idea for the title of this article from an onscreen icon, I will refrain from going into too much of a cheesy metaphor related to the suave, Walther PPK toting, British secret service agent. Suffice to say that the similarities begin and end with the name –…

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Dear Santa, The first Christmas that I can remember I think I was two. I was too young to have written you a letter but somehow you managed to give me the most amazing gifts that year. Under the tree on Christmas morning were a whole lot of boxes.

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White Investments’ Education Savings Solution (download our brochure) For all you need to know about saving for your kids education – Questions and answers A recent article (2014) highlighting the most expensive schools in South Africa, received loads of coverage in the…

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Don’t you hate when you go to someone looking for a quick answer and all you get is – “Well it depends” “It depends” comes with the territory in investment and financial planning unfortunately. Some clients like the fact that I have strong analytical skills and can consider investments under…

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If we are honest with ourselves, achieving our future financial goals is more often influenced by personal psychology than by mathematical ability. If we are not making ends meet each month, not saving for retirement or we are swamped by debt, it probably has nothing to do with our inability…

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I often speak of getting the basics right when it comes to investing and how that can make a significant difference to your final net wealth position. A common metaphor that captures this concept rather nicely is “picking the low hanging fruit”. In other words doing the small and…

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White Investments – Tax Free Savings Solution Brochure (download pdf)For all you need to know about using your tax free allowance – Questions and answers As things currently stand the only accounts that allow you to earn investment returns free…

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I had a few responses following last month’s article which dealt with loan offerings from one of the country’s largest banks. The common theme that resonated throughout the responses came in the form of a question: Is there a perfect financial solution? The short answer is no –…

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Let’s change the ending…

You may not have the power to change where you are but you can change where you are going.