September 14, 2020
The saying goes that time flies when you’re having fun. I always thought that this was true, until 2020 came along. We have just entered the […]
July 30, 2019
Last week I discussed the impact of withdrawal rates on a living annuity’s lifespan and I showed investors how a withdrawal rate of 7.5% and higher […]
July 30, 2019
These days when I phone my mother just to check-in, she always tells me that growing old isn’t easy. Between medical expenses and day-to-day living, their […]
July 30, 2019
It doesn’t matter which social media platform you are using, it’s clear that it’s that time of the year when everybody’s off to some or other […]
March 1, 2019
Three Minute Money Matters #3 Short-term insurance Short term insurance is a mechanism whereby you insure your personal assets against certain losses. The type of insurance […]
March 1, 2019
Three Minute Money Matters #2 The financial planning process and what to look out for when choosing an advisor The Financial Planning process Establish and define […]
March 1, 2019
Three Minute Money Matters #1 What is financial planning? Financial planning is the process of a) protecting wealth as well as b) creating wealth with the […]
November 12, 2015
Over the last couple of years, we have witnessed tears and euphoria with the markets bouncing around, but why all the fuss? We have had numerous […]
November 12, 2015
Before launching into my view of the world that is ‘financial advice’, we would like you to think about the first thing that pops into your […]