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AdobeStock_413767992 Property investing and financial planning

Property investing and financial planning

Warren Ingram, Director of Galileo Capital, highlights that a crucial aspect of financial planning involves managing property investments. Comprehensive financial plans should include property, as it is a fundamental asset for many individuals.
Financial planner with client consolidating investments

The greatest gift of consolidated investments is peace of mind

Elmien Pols and Mark MacSymon from Private Client Holdings explore the benefits of integrated wealth management through a Family Office framework, highlighting how it enables a clearer focus, deeper understanding, and optimised risk-return tradeoffs.
AdobeStock_350060092 Slatter Communications

Tired of playing broken telephone?

Tim Slatter from Slatter Communications emphasises that as we advance into the digital era, the clarity of our online communication should mirror our dedication to those we serve.
AI stock image from Canva photos

Unbelievable savings: discover the true low cost of AI

Zeldeen Müller, CEO of AgendaWorx, encourages business owners to embrace AI because of the surprising cost saving benefits.
Evan_Gilbert

The cost of carbon: an investor’s perspective

Environmental, Social and Governance (ESG) criteria have become a cornerstone of current investment management practices – but there are implications that need to be recognised, writes Professor Evan Gilbert, Research Strategist, Momentum Investments
AdobeStock_469087866

The rights of trust beneficiaries

In a discretionary trust, beneficiaries cannot demand benefits as trustees have full discretion over distributions, writes Dr Rika van Zyl.
Duncan Lamont, Roberta Barr and Remi Olu-Pitan sit on an interviewer couch

Life after cash

Remi Olu-Pitan, head of multi-asset growth and income, Roberta Barr, head of value ESG and fund manager, Equity Value, and head of strategic research, Duncan Lamont, discuss how investors should respond to the changing investment environment.
Crypto Legislation

Crypto assets: an evolving landscape

This is the first part of a series of articles in which Hildegard Lombard, consultant and Founder of Luculent Consulting, attempts to provide readers with a more holistic understanding of crypto assets and the current South African regulatory framework.
Anton Swanapoel_Thought Leader Portrait

How will COFI impact FSP representatives?

Representatives must still make the paradigm shift to optimise technology to ensure that they will be able to cope and excel before, during and after COFI is implemented, writes Anton Swanepoel, Trusted Advisor.
ESG Adobe stock image

There is always the next big thing

Matthew Molyneux, Fundhouse, explains that recognising and capitalising on investment themes frequently results in favourable outcomes for investors.
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Money Maestros Retirement Planning Workshops Mbombela

Join Money Maestros- ‘Retirement Income Workshops’ on the 29th of July 2025, Mbombela

Attend the Money Maestros 'Retirement Income Workshops' on the 29th of July 2025 in Mbombela- Nest Egg To Paycheck: Managing Withdrawals & Avoiding Ruin In Retirement.
AMETF

What you need to know about AMETF transparency

According to Niki Giles, Head of Strategy, Prescient Fund Services, Actively managed exchange-traded funds are gaining traction as South African investors seek more dynamic and potentially higher-return opportunities.

Building a financially sustainable practice

Guy Holwill, Chief Executive of Fairbairn Consult, states that there is lots of talk about different fee models for financial advisors.
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