The ins and outs of annuities for retirement

“The best time to start thinking about your retirement is before the boss does.” (Anonymous)

If you’ve created wealth using Pension and Provident funds and/or Retirement Annuities and are nearing retirement, you’ll need to decide what you’ll do with the funds to provide you with an income in your golden years. The law stipulates that you must transfer at least two-thirds of […]

2023-05-31T07:01:20+00:00May 31st, 2023|Uncategorized|0 Comments

Who is Influencing Your Financial Decisions?

Last year, Kim Kardashian paid more than $1 000 000 to settle a case with the US financial regulator. She promoted Crypto on Instagram without disclosing that she had been paid $250 000. 

The law in the US states that anyone who has been paid to promote any kind of crypto must be clear about who has paid them […]

2023-05-29T07:10:04+00:00May 29th, 2023|Crypto assets|0 Comments

R is for rebalancing

Ready, set, go…

When you first meet your advisor, you’ll provide all your financial details (yes, this can be daunting) and discuss your short, medium and long-term objectives. You’ll also be asked about your attitude to risk, to determine your individual risk profile. Armed with this information, your advisor will allocate your funds to a selection of appropriate assets, each with […]

2023-05-24T13:24:14+00:00May 24th, 2023|Financial Planning|0 Comments

Don’t let Money Ruin Your Relationship

“I don’t care too much for money, for money can’t buy me love.” (The Beatles)

For many couples, money is a regular source of tension. And, unfortunately, this can have serious consequences.

In a study by researchers from Utah State University and Kansas State University published in 2012, the researchers found that financial arguments in a marriage are stronger predictors […]

2023-05-23T13:55:04+00:00May 23rd, 2023|Financial Planning, Uncategorized|0 Comments
Go to Top