As globalisation continues, increasing numbers of people are on the move .… to other countries, living and working in other parts of the world. With laws and regulations differing from one country to another, financial planning is a complex business. Veritas has therefore joined the World Citizens network of CFP® Professionals to ensure that our clients continue to get the best advice possible.
Read MoreA reputable adviser sells advice not products. When it comes to financial planning, Veritas Wealth founder Barry O’Mahony told the Sunday Times recently, you need to choose an independent Certified Financial Planner® who has your best interests at heart. “You need someone with whom you can share your goals in life and help you to make them a reality,” says Barry.
Read MoreOur country has had more than its fair share of turning points. Ahead of next week’s State of the Nation Address we look at five key steps taken by President Ramaphosa, in an otherwise gloomy 2018, to assess if they’ve laid foundations for a big turning point this year. Will the rapidly approaching general election provide an answer that could just make 2019 a truly momentous year?
Read MoreThe future has arrived. The Fourth Industrial Revolution is taking place all around us. Change is now the only constant. Confused? We recently came across a graphic presentation at the Ngee Ann Polytechnic in Singapore on how disruptive technologies are impacting on the future of work. The presentation comes with a clear message: to succeed in the future, make sure you love the work you do today.
Read MoreAs Confucius said 2 500 years ago: Real knowledge is to know the extent of one’s ignorance. A more modern take on this age-old truism is what is known as illusory superiority. Applied to investors, it helps to explain some wayward behaviour.
Read MoreRetail legend and grocery chain founder Raymond Ackerman is known as a generous man. In his retirement he hasn’t retired from giving and once said “Doing good is good for business …” when urging others to commit to social responsibility programmes. “Look after your customers, your people [staff] … and your society,” Ackerman added.
We believe in and follow a similar philosophy at Veritas and today we look back on, and want to share with you, two projects that Veritas supports, thanks to the continued support from our clients.
As many of you will know, we often ponder over the relationship between money, happiness and success. It’s certainly a great dinner table conversation: does happiness create success or does success lead to happiness? A recently published book, The Geometry of Wealth, asks: What is True Wealth? Author Brian Portnoy finds the answer in four words, each starting with a C.
Read MoreFrom time to time, we have some tough conversations with clients who have invested in the same fund but have had very different experiences. Here we take a look at two questions investors should ask before investing; the experiences of six people who invested in the same fund; and the lesson that was learned.
Read MorePersistent weakness in our economy is cause for concern and many investors are likely to become tired of being told to be patient, look to the long term, remain cool, calm and collected. So, what should investors make of all this? We take a look at what’s going on behind all the daunting headlines.
Read MoreAs the silly season rapidly approaches, stores are already filled with Christmas goodies (in October, really?). Many of us may be wondering how we’re going to survive the next two months without overspending, overeating or drowning in too much debt (or aperitifs). So how do we resist all this seemingly endless temptation? And what coping strategies can we use?
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