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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…
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 –…
That was the large font header, highlighted in the bright red corporate branding colour of one of South Africa’s big four banks (Lets call them ASBA), that greeted me when I opened my post recently. The purpose of the letter was to offer me the opportunity to apply for…
As mentioned on our Facebook page in January, the South African Reserve Bank recently raised interest rates for the first time in years. I wanted to take this opportunity to expand on the subject and to provide some practical insight on how this impacts your personal…
For the vast majority of us, looking after our finances should not be difficult from the perspective of being overly technical or complicated – It merely involves getting the simple ‘stuff’ right. But the truth is that most of us find looking after our hard earned money very hard.
I am contacted by many people during the course of the year who express a desire to set up an investment plan (retirement, kids education, wealth creation) but many do not follow through, in most instances, because ‘life just gets too busy’. So this holiday season why not sit down…
So in the spirit of checklists here is my list to help you identify why you DON’T need an investment advisor: 1. You understand how to identify and define your investment goals. Sounds simple enough but we are not just talking about identifying a bland statement like: “I want…
Having a more meaningful understanding of why inflation is important and how it impacts on our ability to create wealth is a key element in creating a successful investment strategy. It may help us avoid making some of the more common mistakes that scupper our plans to achieve our long…
It is old subject matter but given the number of queries I have recently received regarding this topic, I thought it would be useful to post what is hopefully a fairly basic but informative overview of what retirement planning incorporates. What is a retirement plan? At the risk of stating the obvious,…
Two roads diverged in a yellow wood, And sorry I could not travel both And be one traveler, long I stood And looked down one as far as I could To where it bent in the undergrowth; Then took the other, as just as fair,…
Let’s change the ending…
You may not have the power to change where you are but you can change where you are going.