The state of the economy affects you in a tangible way – even more so if you invest. We closed our half-year review by noting that the geopolitical headlines seem to change every weekend. The third quarter proved the point: a ceasefire collapsed, oil prices surged, central banks started raising interest rates again – and yet global shares still ended the quarter higher. In this Economic Review, we recap the events that moved The Markets from July to September, at home and abroad.
When it comes to managing wealth, the ultra-wealthy rarely take a piecemeal approach. Instead of having separate advisors each working in isolation, they build teams that integrate tax, legal, estate, and investment planning under one cohesive vision. That’s their hidden advantage.
You’ve put in the hard work to accumulate your wealth, but is it well protected? In this blog we cover the strategic advantage of Comprehensive Insurance in smart wealth protection.
Businesses are often about the people who run them, but a good business is one that is set-up to survive beyond its people. This blog covers succession planning and tips to protect your business for the future.
In order to encourage a nation of savers, the South African government is introducing the two-component retirement system from 01 September 2024 – otherwise known as the “two pot system”.
Understanding your insurance terms and small print is important, but we don’t always have the time to do so.
This blog article explores this and offers some tips, applying mostly to short-term insurance.
