News & Opinions
One of the recurring themes in financial planning is distinguishing between what appears passive and what is genuinely neutral. An extract from a recent Reuters article highlights the growing influence of index providers in shaping global capital markets.
Previous Posts
What if one of the most powerful investment opportunities available to South Africans has been hiding in plain sight?
A Tax-Free Savings Account gives you a rare opportunity to grow your wealth without paying tax on the returns. While the annual contribution limits may appear modest, the combination of regular investing, compounding and tax-free growth can have a remarkable impact over time. In this article, we explore why we believe a tax-free investment deserves an important place in your long-term financial plan.
In this thought provoking piece, we reflect on the often overlooked difference between being rich and being truly wealthy. Drawing on insights from Morgan Housel, it explores why the financial choices we do not see, often matter far more for long term confidence, flexibility and peace of mind.
The way people live, form relationships and plan their futures is quietly changing. More adults are single than ever before and the implications go far beyond lifestyle choices. In this short piece, we explore what is driving this shift and what it could mean for your family’s financial future.
Most of us, we assume, have a pretty good understanding of Maslow’s hierarchy of needs and therefore can easily distinguish between our Needs and Wants and to work out our priorities. However, perhaps we need to dig a bit deeper to truly distinguish them. Veritas Wealth partner, Rick Briers-Danks, invites you to take up pen and paper, make two columns and do some earnest thinking about your real Needs and Wants.
Barry and Rick recently spent a week in the UK attending two leading financial planning conferences, exploring how our profession continues to evolve. While technology and AI featured heavily, the most reassuring takeaway was how central relationships and human understanding remain to delivering great advice.
Markets are moving faster, reacting harder and becoming less anchored in fundamentals. This article explores why the rise of the non-fundamental investor matters and how patience and discipline may now offer a rare advantage. If you want to understand what this means for your investments, it is well worth the read.
Sign up to receive regular news updates