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Advisers are vital in helping investors navigate market shocks
Morningstar’s latest report shares lessons in investor behaviour from the April market selloff. Financial advisers play a pivotal role in helping clients to ride out market shocks and avoid making poor financial decisions in their wake, according to Morningstar’s 2026...
The Modern Financial Mindset
Over the past couple of years, a growing financial catch phrase known as the FIRE movement (Financial Independence, Retire Early) has become popular, especially among younger generations. FIRE encourages individuals to build wealth through aggressive saving and...
The Humorous Side of Investing
With all the talk about war and markets I thought a lighter look at investing would not go amiss. Investing has a very serious reputation—charts, numbers, jargon—but underneath all that, it’s basically a long-running comedy show with a lot of expensive punchlines....
Markets hate uncertainty
Markets hate uncertainty. When conflict breaks out, such as the current tensions between the US, Israel, and Iran, investors often flee to "safe havens" like gold or USD. This causes a temporary drop in equity prices. For the long-term investor, this is a...
Unlocking the Springboks’ secrets to performance, culture and success in business
I was recently gifted a book from a dear friend written by PJ Claasen for my birthday titled The Bok Way. PJ Claasen co-founded Purpose Works in 2020 and their mission is to equip organisations, leaders, and employees with the tools to create environments in which...
Investors are their own worst enemy in volatile markets
While global events such as geopolitical tensions, oil price increases and interest‑rate uncertainty can make markets feel uncertain, these factors do not automatically threaten long‑term financial goals. The key risk is not the uncertainty itself, but how individual...
The Most Valuable Currency in the World Is Crumbling
And it’s not the U.S. dollar. It’s human trust. Every market cycle crowns a currency. The dollar rallies. The euro retreats. Emerging market currencies surge or stumble. Analysts debate deficits, central banks, and reserve status. But beneath every trade, every...
I retired and thought life would feel free – instead, these 10 surprises hit me hard
I remember the day I cleaned out my desk at the insurance company. Thirty-five years of middle management, and it all fit into two cardboard boxes. I was 62, caught in a downsizing wave, and honestly? I felt relieved. Maybe even a little excited. Freedom, right?...
South Africa – Looking Up
I feel that we have spent so many years swallowing negative stories about South Africa, that when things turn, people remain sceptical. I must admit that this is a hard feeling to shake, but there are aspects of South Africa’s recovery at are noteworthy. I came across...
The 5 Principles of Building your Wealth in your 30s
As a Private Wealth Manager and having 9 years of financial services industry experience, I've seen the importance of laying the foundation for financial success early on. Your 30s are a critical time for building wealth, as it's when many people start to see their...
Welcome Tristin
We’re thrilled to welcome Tristin Lee to our leadership team as a Director. Tristin’s leadership style, strategic mindset, and unwavering commitment to excellence align perfectly with our values. Bringing exceptional vision, deep experience, and an energising drive,...
Why pay for financial advice?
In South Africa, where economic uncertainty and market volatility are part of everyday life, many people wonder: Is paying a financial advisor really worth it? The short answer is yes – especially when local statistics show households who use an advisor have 9.5 times...
Is Your Child Unknowingly Laundering Money? How Gaming ‘Coins’ Became a New Frontier for Financial Crime
There isn’t a parent in the world who hasn’t faced the relentless force of "pester power". It usually starts with a frantic explanation of why a specific "skin," weapon, or character in a video game is a matter of social life or death. For most parents, capitulating...
The Power of Compound Growth
This year I turn 35, I am the fittest, sharpest, and happiest I have ever been. If I am an outlier, its not because I am built different or discovered a secret formula. The truth is far less glamourous: It’s a few small choices, compounded over a decade. Here are some...
10 quiet struggles people face in retirement (that nobody really talks about)
When we picture retirement, we often imagine freedom — long mornings, travel plans, and the joy of finally having time to do what we love. But once the novelty wears off, many people are surprised to find that retirement can feel… complicated. Beneath the smiles and...
Here’s why you need a financial advisor
The rise of social media, digital tools and AI has made financial advice more accessible; however, you still need a professional in real life. If you were to ask 10 people where they get their financial advice, chances are you’d hear 10 very different answers. From a...
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