Investment Portfolios – Blending Balanced Fund Managers

A financial Advisor has the responsibility of assisting clients in selecting investment…

Your Portfolio and its Risks

When you create an investment one of the first considerations is the…

Rebalancing – An 8th world wonder?

What is rebalancing? When an investor sits down with their advisor, one…

Active vs Passive Investing: Which strategy should you follow?

An investor posed a question to me recently: “is active or passive…

Investments and Tax: The 2015 Budget Speech

Has the recent budget speech, a first for Mr Nhlanhla Nene, affected…

Buying a Property, What You Need to Consider

Financial Advisors are constantly asked “what do I need to consider when…

Retirement Annuities and Tax: The Benefits

With the 2015 tax year end fast approaching, the 28th of February…