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Why You Need Succession Planning

Succession Planning: Why You Need It Now More than Ever

Succession planning refers to the practice of making provision for the day you need to step down from a leadership role. You’ll want your business to continue with strong leadership, ensuring income for you as well even when you’re no longer in the CEO seat. Read more

Early Investment Planning

Investment Planning: Benefits of Starting Early

The cost of living is increasing. The future is uncertain, and many times people don’t have a plan in place. It can be a costly mistake. Some try to prepare for the future with savings alone, but the return on savings accounts is often below the inflation rate. The bank costs alone can eat away at the savings. Regardless of whether you have saved up to now or have invested in stocks, you’ll benefit from financial advice and an early start when it comes to investment planning. Read more

Recession… so what?

The end of easy monetary policy

In global markets: This past month has been all about the war in the Ukraine and its impact on the global economy.

Central Bank digital currencies and their far-reaching consequences

The rise of the technology that underpins “crypto” will bring about enormous disruption to the present-day technology-driven economy.

Higher interest rates in South Africa

Wealth Management Specialist

Why You Should Consider Wealth Management

After diligent financial planning and sound financial decisions that have allowed you to achieve short- to medium-term goals in your search for financial freedom in your personal and professional life, you may find that your net worth has naturally increased.

Maybe you have created your riches by other means, such as an inheritance or smart investing opportunities in small- or medium-sized business ventures. Read more

Efficient, Effective Financial Planning

Efficient, Effective Financial Planning

Howard Buffet, the father of the renowned billionaire businessman and investor, Warren Buffet, once said, “All of us make mistakes because of youth or ignorance or both. We can’t do much about youth, but we can do something about our ignorance because of it.”

A parent will always say, “I wish I had started saving when I was much younger.” The truth is they are right. There is no end time to begin taking inventory of your financial planning goals. However, this process is of no better service to you later in life than when you begin when you are as young as possible. The longer you save and invest, the more rewards you can reap in the long run. Read more

Is there a recession on the horizon?

Update on NAVIGA income portfolio