Recent Posts - page 2

  • More than just maths

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    Preparing one’s children for the responsibilities that come with adulthood is no easy task, especially when it comes to money management and personal finances. There is no doubt that a solid foundation in financial literacy is needed to ensure that… Read More ›

  • Growing great entrepreneurs

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    Being the most educated but worst paid generation in history, Millennials are faced with some extraordinary economic challenges. Whereas the qualities of corporate loyalty, unreserved respect for authority and unquestioning obedience were guarantees of a successful career thirty years ago,… Read More ›

  • Beyond the brochure

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    Retirement villages are a popular choice among retirees as they provide facilities, essential services, amenities and security within a like-minded community. However, the costs, contracts and facilities of each retirement village are often so precisely tailored to each development that… Read More ›

  • Cause for concern

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    In tough economic times, those in already-tenuous financial positions can experience heightened anxiety which in turn can intensify financial tension between couples and other members of the family. Whilst most people tend to worry about money from time-to-time, there are… Read More ›

  • A day in the life

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    Over the past two decades, the professional standards of the South African financial planning industry have continued to rise through the efforts of a number of niche fee-based practices. Together with the Financial Planning Institute of Southern African (FPI), a… Read More ›

  • Fear, panic and ignorance

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    Fear, panic and ignorance can affect human ability to make rational and logical decisions in times of crises – and this phenomenon is not limited to investment markets, as the Cape Town water crisis has taught us. Whether a severe… Read More ›

  • Consumed

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    In his book, “Consumed: How markets corrupt children, infantilise adults and swallow citizens whole”, Benjamin Barber notes that capitalism requires us to ‘need’ all that it produces in order to survive. In doing so, capitalism has morphed from its origins… Read More ›

  • Don’t bank on it

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    Done correctly, retirement planning is a client-specific blend of finances, lifestyle goals, health status, life expectancy and investment assumptions. The retirement planning industry is rife with generalisations and rules-of-thumb which, if too quickly accepted as fact, can have dire consequences… Read More ›

  • The ride of your life

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    When planning our first expedition to the Okavango Delta and Caprivi Strip, our initial step was to consult the experts. Analysing the long and dusty route, understanding the costs and logistics, and knowing what to pack for the trip were… Read More ›

  • What we repeatedly do

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    It was Samuel Johnson who once said that ‘the chains of habit are too weak to be felt until they are too strong to be broken’, and although bad financial habits may be difficult to exorcise, implementing a set of… Read More ›