Blog Archives

Do you have an emergency fund?

By proactively building emergency reserves, you will be able to respond to life’s crises without compromising your financial standing, or taking on expensive debt.

Tagged with: , , ,
Posted in News, Press Room

Planners key to financial fitness

The goal is to create wealth by using money effectively, writes Lynette Dicey

Tagged with: , ,
Posted in In the Media, News

Invest in stocks with dividends, but put stop losses in place

It is always a good time to invest, the question is where?

Tagged with: , ,
Posted in News, Press Room

45% tax is real: Time to be tax efficient

45% tax is real: Time to be tax efficient

Tagged with: , ,
Posted in News, Press Room

Risk profile and time frame – the building blocks of a successful portfolio

Risk profile and time frame – the building blocks of a successful portfolio

Tagged with: ,
Posted in News, Press Room

The 6 Ps of a successful retirement plan

The 6 Ps of a successful retirement plan

Tagged with: ,
Posted in News, Press Room

Make a Plan

You need a retirement plan. Not because you need a retirement plan, but because you need to go through the planning process.

Tagged with: ,
Posted in News, Press Room

Estate planning: where do we stand?

The Davis Tax Committee will review the estate duty system this year, which could mean substantial changes are in the making. Professor Lester, a member of the committee, looks at some of the issues taxpayers should consider when devising an estate plan.

Tagged with: ,
Posted in News, Press Room

A new way to look at financial planning in 2014

In an election year the national budget speech is usually seen as a non-event − perhaps not this time. The South African economy is not looking good, with growth rates for 2013/14 below what were forecast a year ago.

Tagged with: , ,
Posted in News, Press Room

What does the Budget speech mean for SA?

Professor Matthew Lester analyses the 2014 budget speech and shares his thoughts on the possible implications.

Tagged with: , ,
Posted in News, Press Room

The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.