It seems that in 2023 the approach to your personal finances may need to be a little bit leaner and meaner. We offer tips and insights to serve as your Financial Survival Guide to help navigate the year ahead.
In our latest podcast episode we discuss the different Asset Classes one can invest in and the trends of Market Recovery one can expect. Our Personal Finance 101 podcast aims to provide financial education to help listeners make informed decisions.
In the third quarter of 2022 we saw continued themes of inflation, geopolitical instability, and slow economic recovery. Here we give an analysis on events that moved the market Globally and in South Africa, as well as an investor perspective.
Investing is the most effective way to make your money work for you, build wealth for yourself and your loved ones, and achieve financial freedom. Here’s how you get started.
Looking back at and providing analysis and commentary on what happened economically in South Africa and globally during Q2 2022. Determined by slowdown in global growth, higher inflation, interest rates and geopolitical tensions.
“Mortality defines the human condition,” the American historian Drew Gilpin Faust once said. While the event of a life-changing illness is not something we like to dwell on, it unfortunately affects a high number of people during their lifetime. This is where Severe Illness Cover comes in.
It’s common to set financial goals at the beginning of the year, when we are feeling refreshed and motivated. However, we are now in the sixth month of 2022, and a mid-year financial review is just what is needed to get you back on track.
Looking back at the first quarter of the year, we consider events that moved the markets. At the start of 2022, the global economy was on a trajectory to bounce back from the Omnicron COVID-19 variant – with some recovery in consumer spending and business investment.
Besides offering a good salary, there are other ways that you can make your business a competitive place to work, such as offering group employee benefits. But what are group benefits?
Short-term insurance, generally speaking, refers to the cover for possessions; such as your car, your home and its content (furniture, televisions, appliances, etc.) as well as portable possessions (laptops, jewelry, cellphones, clothing, etc.). This cover applies to either the loss of a specific item or against a particular event over a period of time.
We write monthly articles that we send to our clients.
Our content aims to educate people on the different aspects of financial planning.
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Company Registration No: 2005/038370/07
