Ons almal ken ‘n persoon(e) wat beplan het om iets besonders in die toekoms te gaan doen maar weens die Covid-virus nooit die geleentheid sal kry om hul drome uit te leef nie. Dit is die tragiese realiteit waarin ons tans leef en wat weereens beklemtoon dat ons vir vandag moet leef! Gedurende ons werkende …
A one-stop shop is a business that offers multiple services and products to clients. The business strategy behind the one-stop-shop is to provide convenience and efficiency to clients, gaining loyalty and providing integrated advice. Using a one-stop-shop like Bovest can be efficient and provide insight into one’s affairs, while cross subsidizing costs, possibly making it …
The financial decisions you make in your 20’s are arguably more important than any other time in your life. Having graduated from the 20’s club a couple of years ago I am grateful for the things I learned in my 20’s, I have made some wise decisions, but also wish I knew more and did things …
Daar bestaan soms ‘n gaping tussen die drome vir jou pensioen jare en die realiteite. Die volgende emosies kan aanwesig wees: Daar bestaan skuld gevoelens as gevolg van verkeerde finansiële besluite wat jare gelede geneem is en dat daar nie meer tyd beskikbaar is om die nagevolge van die verkeerde beluite reg te stel nie. …
Ek het die afgelope paar maande te doen gehad met vier skielike afsterwes van kliënte en kennise van kliënte. Die oorsake van dood was die volgende: motorongeluk, siekte, selfdood en skielike ontydige afsterwe. Die ouderdomme van die oorledenes was tussen 31-58. Wat my getref het was die finaliteit van die situasies. Dit is wat dit …
If you struggle to remember which companies are Asset Managers, you can go to the airport and you will see the names of the big asset managers all over the place. Asset managers have a mandate that they have to meet, with the money that is entrusted with them. Sometimes that mandate is an inflation …
What is the difference between a Wealth Manager and an Asset Manager? Read More »
In recent years investment scams have run rampant and the Financial Services Conduct Authority(FSCA) have had their hands full with ponzi schemes specifically in the Crypto market. These entities pop up out of nowhere and become a conversation around the braai- you always know a guy who has invested an amount and “made a ton …
How wine can help us understand the 4 Pillars of investing. Bitcoin, Currency trading, High-End real estate, Art, Expensive timepieces, Dogecoin, Rare whiskey… All exciting alternative investments which, unfortunately will make more people lose money than make money. While there may be a place for these alternative investment strategies, they should not be the cornerstone …
We work with number of business owners and they are very passionate about their business. They can tell you all about their income and growth trajectories, current stock levels even the name of their clients children. But when it comes to their own finances, they sometime don’t even know how much there is in their …
Dit is ‘n gewilde onderwerp om met vriende te gesels oor loopbaan beplanning en die skole wat vir die kinders se skoolloopbane oorweeg word. Wanneer ons meer ontspanne is praat ons graag oor die moontlikhede van waar ons beplan om vakansie te hou te midde van Covid-realiteite. Daar word egter min gepraat oor waar ons …
Pensioen is nie vir “ou mense” maar vir “slim mense”. Read More »
