You must have a Financial Plan

It’s amazing how many people think they’re “richer” than they really are. Then they retire, and the silent financial killer (inflation) starts eroding their buying power quicker than they imagined. To make things worse, many investors end up taking on way too much risk to beat inflation, which could materially set them back for life when markets correct. So, what do you need to do?

High-flying Naspers and the risk it poses

The phenomenal rise of the Naspers share price over the last three years from R1300 to R2900 (+123%) or on average 31% per annum, raises many questions. We draw on recent articles from Coronation and Allan Gray to give some insight into these issues.

Protecting your Nest Egg as you Near Retirement

While investors are constantly reminded to take a long-term perspective when it comes to saving for retirement, the years leading up to retirement should become less about wealth creation and more about wealth protection – whether it be protection from volatility in the market, inflation risk, or just a bout of bad luck. We look at the importance of managing risk as you near or enter retirement.

Investments losing money? Alternatives?

With the JSE All Share Index (equities) providing only a 2% per annum return over the last two years and the average balanced unit trust returning only 3% p.a., it is difficult and frustrating watching your precious savings decline in real terms. So, what are your alternatives?
We identify the investments that currently will give you a near guaranteed return above inflation and will provide some piece of mind that your savings are not diminishing.

Investor Returns – Investing in Current Economic Climate

Investment returns have been sluggish and disappointing over the last two years for most South African investors. This is frustrating and is testing investor patience. So, what do you do?


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