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Ideas About Money
This original content is my way of sharing ideas and concepts which I believe will help you to make a success of your financial life. You will get insight into how I think and consequently what I focus on trying to do well when helping you to reach your objectives.
Reach out if you have any questions on the above or need help making progress in your financial life.
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Investment risk stats in a factsheet: Decode them
Fund factsheets are packed with data, but what does it all mean? In this article, we break down investment risk stats
to help you understand your investments better.
Value for money advice
You have to be clear about what it is that you value and then be willing to pay the price. Time, money & effort all have a price.
Endowments and Tax
Will an endowment policy actually save you tax?
Time is Wealth
“Making it Count” means using all your resources to live a life that is meaningful to you. How are you using yours?
Stirring the pot
The rules are changing for your retirement savings but too many commentators are issuing warnings and seem to be stirring the pot. What do you actually need to know upfront?
Passive investing does not exist
Passive investing is a mythical option for individual investors.
What is financial advice
The definition of financial advice is yours to decide but make sure it fits in with your expectation of what you want out of the process. Are you looking to buy a product or solve a problem.
Impact of NHI for retiree’s
There are more questions than answers about NHI in South Africa. Here is an angle you should be aware of.
Financial Off-roading
Financial off-roaders don’t go for optimal, they go for what works for them.