What you need to know about the new ‘expat tax’

One of the hardest aspects of working with tax and tax law is that the rules change slightly every year – making it tricky dice to roll without an expert on your team. There will be a new law soon that legislates how much tax you as a South African must pay on money you […]

Share the love with your wallet

Is it time for some romance without the rands? You can sweep someone off their feet whilst keeping yours on the ground. Valentine’s Day has gained the reputation of being a Hallmark holiday that promotes Lindt rather than love.  Ahead of rushing off to the shops to buy a big bunch of flowers or box […]

What’s the state of your budget?

Each year we are presented with our president’s State of the Nation address and the finance minister’s budget speech around the same time. The SONA is closely linked to how money is spent; it’s a powerful reminder for us to consider the close link between our lives and our budgets! Good finances begin and end […]

Breathe cleaner air in your home

Here’s all you need to know about houseplants! We live in increasingly polluted environments – both inside and outside! Trees and plants remain the best ‘machines’ for pumping down carbon dioxide and supplying us with clean air. Without good, clean air, we have less energy and are more prone to allergies and poor health. If […]

Global macro trends for SA investors to watch in 2020

Every investor has their own unique style when it comes to the rigorous decision-making process that goes into what to include in their portfolio and how to weight it. January, with the fresh perspective that comes from a break and a new financial year pending, is often the ideal time to take a look at […]

Improve the way you invest for the year

Having an eager desire to achieve more is a key motivator for success. If you want to achieve more in your investing, why not consider setting new wealth goals and not just new health goals for the new year? New and revised goals require a new plan, so for continued success with your investments into […]

Moving on from “summer-body” goals

Ever set yourself a goal to get your ‘summer body’ ready? On some level, all of us have moments when we’re not happy with our bodies and the way they look – whether it’s seasonal, emotional or hereditary… and we resolve to do something about it. For many of us… these turn out to be […]

Goodwill to all: a closer look at ESG stock options

Swiss banks hold a certain cachet about knowing good from bad investments, and currently the hottest topic on their lips are ESG funds. ESG stock options – or, rather, ‘Environmental, Social and Governance sustainability’ – have been steadily gaining traction among investors in the last few months, emerging into something of a buzzword. Once considered […]

Setting goals and taking stock

How you finish your year is a powerful way to create momentum for the new year. How much you achieved (or didn’t quite manage) this year can inspire how much you aim to achieve next year. In the same way that an athlete pushes harder in every game, or an artist stretches their skills with […]

December-proof your investing

December should be a time of peace, cheer and goodwill to all men. But, if you’re a South African investor, it’s the month that likely brings up residual trauma of some decidedly un-jolly happenings from recent years’ Decembers. Cabinet reshuffle. Nenegate. Steinhoff. What is it about the twelfth month of the year that turns the […]