Market Update: Tariffs, Tariffs, More Darn Tariffs

Since returning to office in January 2025, President Donald Trump has implemented a sweeping series of tariff measures – the latest of which is a 25% tariff on all car imports to the US. These decisions have sent shockwaves throughout the global economy and created significant market uncertainty.

At the latest SA Reserve Bank meeting, Governor Lesetja Kganyago summarised the […]

2025-04-02T12:03:20+00:00April 2nd, 2025|Uncategorized|0 Comments

Could You Be Over-Insured?

Too much of a good thing can be bad. After all, you can drown even in clear, clean, pure water.” (J. Grant Howard)

While long-term insurance is important in any financial plan, you may unknowingly be paying for more cover than you need. This is particularly possible if you have more than one policy in place.

This most commonly happens either when […]

2025-04-02T11:59:29+00:00April 2nd, 2025|Uncategorized|0 Comments

Managing the Psychology of Uncertainty in Investing

The beauty of debit orders is that they make investing a habit, not an afterthought.” (Warren Buffett)

We’re all human, which often means being emotional and not consistently disciplined. Debit orders remove the emotion from investing and encourage responsible behaviour. With debit orders in place, you don’t have to choose between contributing towards your retirement or upgrading your Apple Watch to […]

2025-04-02T08:51:06+00:00April 2nd, 2025|Uncategorized|0 Comments

Does your debt die with you?

When the final note is played, debts become a part of the legacy shared. (Anonymous)

Debt’s journey

Unfortunately, your debts don’t evaporate when you pass away. But there is a silver lining as they don’t typically hitch a ride to your family either – unless they’re tied by joint financial obligations or a community of property marriage (a marital regime […]

2025-04-01T08:31:50+00:00April 1st, 2025|Uncategorized|0 Comments

8 Things You May Not Know About Capital Gains Tax

“I’ll tax the street, I’ll tax your seat, I’ll tax the heat, I’ll tax your feet.” (Adapted from Taxman by The Beatles)

Why do I have to pay CGT in the first place?

Following a worldwide trend, South African authorities introduced CGT in 2001 to broaden the tax base. Before CGT was introduced, salaried employees shouldered the vast majority of the country’s […]

2025-03-07T07:54:33+00:00March 7th, 2025|Uncategorized|0 Comments

When it Comes to Investing, Debit Orders are Your Friend

The beauty of debit orders is that they make investing a habit, not an afterthought.” (Warren Buffett)

We’re all human – which often means being emotional and not consistently disciplined. Debit orders remove the emotion from investing and encourage responsible behaviour. With debit orders in place, you don’t have to choose between contributing towards your retirement or upgrading your Apple watch […]

2025-03-06T05:47:46+00:00March 6th, 2025|Uncategorized|0 Comments

10 Social Media Tips for Professional Services

In today’s digital landscape, a robust social media presence is indispensable for accountants aiming to enhance their brand and attract clients. Here are ten effective social media tips tailored for accounting professionals in South Africa:

1. Develop a comprehensive social media policy
Ensure your firm has a clear social media policy to guide employees in representing the brand appropriately online. This policy […]

2025-03-04T08:58:01+00:00March 4th, 2025|Uncategorized|0 Comments

Market Update | SA and Europe Outpace the US Stock Market

Europe and South Africa have turned the tables on the US stock market, outperforming them in February and year-to-date due to signs of a slowing US economy, trade policy uncertainty and a rotation out of tech stocks. Trump-related investor optimism has dissipated, leaving the US stock market in the red since he took office.

While the STOXX Europe 600 has achieved […]

2025-02-28T08:18:55+00:00February 28th, 2025|Uncategorized|0 Comments

Navigating Inheritance Conversations: Turning Tough Talks into Lasting Legacies

A life of luxury sounds nice, but generational wealth sounds better.” (Unknown) 

As the old adage goes: “The first generation creates wealth, the second generation preserves wealth, and the third generation squanders it!” Our goal is to prevent this.

If you’re fortunate enough to have created generational wealth, it’s extremely important that your heirs know about your hopes for the future use […]

2025-04-10T08:34:30+00:00February 12th, 2025|Uncategorized|0 Comments

Evolving Wealth Part 4: Boomer Bucks, Key Financial Strategies for Your Golden Years

“A big lesson in life is never to be scared of anyone or anything”. (Frank Sinatra)

If you were born between 1946 and 1964, you are part of the Baby Boomer generation. This generation is known to be flexible and robust, having lived through many bulls and bears over the decades.

Whether you’re contemplating retirement or already ticking off your bucket list, […]

2025-02-10T08:12:24+00:00February 10th, 2025|Uncategorized|0 Comments
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