Best Balanced Funds for Retirees in 2025: How to Invest Smarter in a Volatile World
Wondering which balanced funds are delivering the best results for retirees in 2025? We unpack the top-performing funds in South Africa — from agile boutique managers to cost-effective index trackers — and explore why managing volatility is just as important as chasing returns. In a world of rising uncertainty, staying informed could make all the difference to your long-term retirement outcomes..
Can I Retire with R5 million in South Africa? How much is enough in 2025?
“How much is enough to retire?” It’s one of the most common questions we’re asked. Can I retire with R5 million in South Africa today? What about R10 million? Is there a ‘magic number’ that guarantees a comfortable retirement?
The Power of Investment Returns for Retirement: Why Your Required Return Matters
Investment Returns for Retirement: When planning for retirement, many investors focus on saving enough money but often overlook one of the most crucial factors in achieving financial security: investment returns. Understanding the rate of return you need to achieve your retirement goals can be the difference between financial comfort and running out of funds too soon.
Buying Property vs Investing in Shares: A South African Investor’s Dilemma
For many South Africans looking to build long-term wealth, the classic debate remains: Should I invest in property or buy shares in the stock market? Here we aim to give a balanced view of the pros and cons of each.
Top Fee-Only Financial Advisors in South Africa: Finding Unbiased Advice and Transparent Fees
South Africans are increasingly turning to “fee-only” financial advisors to ensure transparent, unbiased guidance. Read this piece to discover more and what makes Henceforward a top fee-only advice firm in South Africa.
The Value of a Financial Planner: More Than Just Investments
You can invest in stocks with a few clicks, read hundreds of financial articles online, and even manage your own budget using an app. But does that mean you’re set for financial success? The truth is, wealth management is about much more than picking stocks—it’s about creating a strategic, tax-efficient, and holistic plan that aligns with your goals.
20+ Years as a Financial Planner: 13 Key Lessons for Financial Success
Over the past two decades, I’ve had the privilege of helping individuals and families build, protect, and optimise their wealth. Financial planning isn’t just about numbers – it’s about making informed choices, avoiding costly mistakes, and ensuring that money serves a greater purpose
The Psychology of Wealth: Overcoming Emotional Barriers to Financial Success
Achieving financial success is not just about earning more or investing wisely – it’s also about understanding and managing the psychological biases that shape our financial decisions
The Secrets to Successful DIY Investing: A Financial Advisors Perspective
DIY investing can be exciting, rewarding, and downright humbling. With access to more information and tools than ever, investors can take control of their portfolios – but success requires strategy, discipline, and a long-term mindset. Here’s what it really takes to be a successful DIY investor
AI and Investing 2025: Emerging Opportunities in a Transformative Sector
Artificial intelligence (AI) is rapidly shaping industries and investment opportunities alike. While the ultimate winners and losers of the AI revolution remain unclear, this article explores the most promising trends and speculative investment ideas for 2025.
Best Shares to Buy 2025: Top Stock Picks for Long-Term Investors
When it comes to building long-term wealth, investing in the world’s most dynamic and innovative companies is one of the most effective strategies. Take a look at our fun piece intended to stimulate debate and conversation.
Financial Planning for South African Expats in the UAE and Elsewhere
As South African expats in the UAE and elsewhere, many have thrived in a low-tax environment and enjoyed financial growth beyond what may have been possible back home. But with the thought of returning to South Africa comes a range of questions and financial concerns. Understanding the financial landscape, from tax implications to estate planning complexities, is essential to ensure a smooth transition back to South Africa and protect the wealth you’ve built abroad.
