Would you know what to do if your spouse died tonight?

Would you know what to do if your spouse died tonight?

Financial preparedness is about more than just wealth creation. Both partners should understand the family’s finances and know where key documents, policies and account details are kept Most couples spend years planning for retirement, holidays, their children’s education and building wealth, yet many never have a meaningful conversation about what would happen if one of […]

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The many hats a financial advisor wears

The many hats a financial advisor wears

A good financial advisor does far more than select investments; they help investors make informed decisions about their money and long-term financial lives. Ask most people what a financial advisor does and you will get some version of the same answer. They pick investments. They tell you where to put your money. That answer is […]

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The risk beneath the rally

The risk beneath the rally

Markets have been resilient, but are investors underestimating the risks? Jeremy Gardiner of Ninety One examines the impact of war, oil prices and geopolitical uncertainty on the global economy – and what it could mean for South Africa’s recovery. We are now well into the third month of the war. What was anticipated to be […]

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Market Update – April 2026

Market Update – April 2026

Markets snapped back in April after the March rout. While the Iranian war settled into an uneasy ceasefire, the Strait of Hormuz — the narrow channel through which much of the world’s oil and gas normally moves — remained closed to seaborne traffic. Oil markets were volatile, but retraced in the month on hopes of […]

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The wisdom behind words: Ten investing quotes that should shape your financial plan

The wisdom behind words: Ten investing quotes that should shape your financial plan

Investing success comes from timeless habits and steady principles, not predictions. The deeper principles that shape disciplined, long-term success, and how to apply them in your own strategy. The world’s greatest investors often distil decades of experience into a single line that endures long after market cycles fade. Yet, beneath these familiar quotes lie principles […]

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From lifestyle to legacy: Striking the right balance in your financial plan

From lifestyle to legacy: Striking the right balance in your financial plan

True financial wellness comes from balancing today’s quality of life with tomorrow’s security. A balanced financial plan isn’t about perfection, but harmony; adapting, reviewing and rebalancing as life unfolds. One of the most enduring tensions in financial planning is finding equilibrium between living well today and preserving security for tomorrow. At first glance, it may […]

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