The fact that the actions of entities, other than advisors, are now also subject to scrutiny, is to be welcomed. . . . → Read More: FAIS Ombud Extends her Reach
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Let us all also be cognizant of the human greed that exists within each of us. Try not to act on what we want to hear but rather what is less attractive but more reliable. . . . → Read More: Is Your IFA (broker)/tied agent sound? On the basis that a Swiss, American or Australian investor would not have more than a maximum of 5% (if any) of their assets invested in South Africa, why should SA investors have 80%? . . . → Read More: Investing offshore When your child starts working set up an appointment for them with a financial adviser and let them start on a lifetime of financial planning. . . . → Read More: Giving children money confidence “The missing link in this scenario is the bigger picture, the plan, or the overall objective-based goal, namely, protecting, preserving and growing wealth to sustain a comfortable lifestyle in retirement” says Sherlock. . . . → Read More: Dangers of do-it-yourself financial planning In addition to accumulating assets, preserving them for future use and future generations remains a key financial goal of many. Trusts play an important role in wealth management and today we feature an article that looks at the reasons a trust could be set up. . . . → Read More: Reasons to set up a trust (even if we had no estate duty) Any down cycle can last longer than we would wish, causing great discomfort at times. ……… Not paying an independent financial advisor a reasonable fee has in all probability been a foolhardy and costly mistake. . . . → Read More: Jumping ship to lose A meeting with a financial adviser is the first step on the road to financial independence…… Without a sense of priorities, you’ll have limited success in planning your budget. . . . → Read More: Your financial future is now Many people complain about their bonds and car payments, but often their credit card instalments add up to more than their car payments. . . . → Read More: Christmas bonus, or is it year end bonus? |
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Copyright © 2013 Allan Duff - All Rights Reserved |
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Listed property an underpin for fixed income strategies
Listed property comfortably outperformed bonds, cash and equities on a 12-month view… And over the past nine years (the SA Listed Property index was created in 2003) the asset class has delivered compound average annual returns of some 25%! . . . → Read More: Listed property an underpin for fixed income strategies