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Short term insurance are essential

Short term insurance enables you to make provision for the unforeseen, thereby mitigating the risks that can cause financial loss.
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The impact of interest rate decisions on South Africa and China

In a daring move, the South African Reserve Bank (SARB) last week decided to increase interest rates by 0.5%, despite the pressure that it will undoubtedly place on South African consumers. Although 15 out of the 24 analysts that were surveyed, expected a 0.5% increase, I cannot help but wonder if it was not a little too much.
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A prolonged bear market? I do not buy it…

Despite the robust rally at the end of the week, all three major equity market indices in the United States (US) – the Dow Jones Industrial Average, the S&P 500, and the Nasdaq Composite – posted weekly losses.
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Do not panic, buy the dip!

We ended April anticipating the announcement from the United States (US) Federal Reserve (Fed). Because of all of the uncertainty, the technology-heavy Nasdaq Composite contracted 13.3% in April, its worst monthly drop since the global financial crisis in 2008. Even the broader benchmark index, the S&P 500, had its worst month since the pandemic erupted in 2020.
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A roller-coaster month across the globe

The past month has been a wild one! The technology-heavy Nasdaq Composite, a stock market index that includes almost all of the stocks listed on the Nasdaq stock exchange in the United States (US), contracted 13.3% in April.
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Estate Duty: The Dutiable Part of The Estate

Benjamin Franklin said that “in this world, nothing can be said to be certain, except death and taxes”. This quote applies to most countries, as it does to South Africa. Death and taxes go together in the form of inheritance tax. Personal tax is levied on the income that a deceased person received before their death in the current tax year, whereas inheritance taxes are levied on what they leave behind in their Will in the form of estate duty.
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Floods, house prices, and inflation

Following the severe floods in KwaZulu-Natal, many companies have suspended their operations to recover and to restore damaged equipment and infrastructure.
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Why You Need Succession Planning

Make sure your business can continue to thrive and that you can minimise the burden on your estate. Find an advisor here, give us a call to book a free consultation at 087 894 9988.
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Early Investment Planning

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.
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