by VW_Admin | 23, Nov, 2022 | Financial Planning, General, Lifestyle
I am not sure if it is only me, but I am certainly finding that lately, there seems to be a whole lot more month left than there is money! Financially everything, across the board, seems to have become a lot tighter. Inflation is taking a big bite out of our pockets...
by VW_Admin | 26, Oct, 2022 | Financial Planning, General
Let us start with the following analogy: The Springboks/Proteas are not performing at their best, but they are playing England tomorrow and you believe that the English side are a much better team. Would you take a substantial financial bet with your English friends...
by VW_Admin | 26, Oct, 2022 | Financial Planning, General
A client recently posed an interesting, thought-provoking question, which we think is worth sharing. The question was: “My elderly dad would like me to take over the policy on his life. Is there any merit in this?” The story goes like this: During a recent...
by VW_Admin | 27, Sep, 2022 | General
The recently retired Serena Williams may hold the record for most aces served in a tournament – 102 en route to winning the 2012 Wimbledon title – but when it comes to rolling up one’s sleeves to make things happen, for the benefit of those in need, no-one...
by VW_Admin | 24, Aug, 2022 | General, Market & The Economy
As independent financial planners we are inundated with meeting requests from local and international asset managers. Ultimately, asset management is a highly competitive industry and the way every firm makes money is through fees. The more clients a fund signs on,...
