South Africa Archives

Post Election Blues(or yellows or reds)

The elections have come and gone and the people have spoken(in one way or another), there have been winners and losers, and I’m not only referring to the political parties. Voter turn out was disappointing in my opinion, but I guess that is a reflection on the last 5 years if not more, and it […]

4 Tips for getting into the local equity market.

With more red than green days this month and year, the Local Equity market is proving to be a very scary place both for existing investors and for those looking to enter into this new world. It comes with promises of the highest returns in history. Just take a look at the numbers below: 15.44% […]

Tito’s Maiden….BORING.zzzz

Yesterday, Finance Minister Tito Titus Mboweni delivered his maiden medium term budget speech. WOW. Some of the head lines I have read include the following: “Mid Term Budget Speech: 13 most important quotes from Tito Mboweni”, “Mboweni’s budget speech underwhelming: Shivambu”, “South Africa’s Rand Slumps after Mboweni’s Budget […]

Retirees and the correct draw down level

What is the correct percentage of income that I can draw down from my post retirement investment today and still ensure that I don’t run out of money and can live comfortably? This is a question I have been dealing with quite a lot lately as clients are either entering into their form of retirement […]

Financial Coach,Planner,Adviser,Salesman?..

The term “Financial Planner” has been hijacked by those in the “Industry” and used as a way to try and display trust. There are so many variations which are used as a means to portray experience, knowledge, skill etc. (Think: Financial Planner, Executive Financial Planner, Financial Adviser, Wealth Manager, Wealth Planner, Investment Planner, Wealth Specialist) […]

Finding your freedom.

This past week, I have been thinking a lot about freedom and what it means to my life and to the lives of my clients. It could have something to do with us travelling and experiencing the wonders of Greece, but that is just a catalyst of finding some form of freedom. Freedom means different […]

There she blows … AGAIN.

So after some pretty bleak GDP numbers yesterday our beloved South African Rand took another beating after the SA economy slipped into a technical recession after two quarters of negative GDP growth.If i had to ascribe the ZAR to a character it would be similar to that of Mike Tyson… […]

Should I stay or should I go?

This is a conversation that I have been having with clients for many years, but it is now becoming more and more prevalent in their lives. To leave SA or not? It has also become quite a hot topic around the dinner table, it’s almost like we feel the need to have the conversation, but […]

Tag: South Africa