Investments

What is ESG and why does it matter for investors?

Environmental, social, and governance (ESG) refers to the three factors in measuring sustainability and the ethical impact of an investment.  Every company we invest in affects, and is affected by the environment, functions within a wider, diverse society, and requires governance. The Environmental factors focus on how a business responds to issues such as climate …

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Financial Year End: Tax Planning

The financial year end in February is approaching, and it is time to review your current financial situation and optimize the tax breaks granted to you. The following options are available: Retirement Annuities:One of the most effective tools in tax planning is Retirement Annuities (RA’s). You can benefit from the following significant tax benefits: The …

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Hoe raak Omicron jou Aftree Beplanning?

Indien daar nog iemand is wat kon glo dat finansiële beplanning vir die toekoms sonder enige Black Swan gebeure moontlik is, is wreed ontnugter oor wat die afgelope dae internasionaal gebeur het. ‘n Mediese ontdekking van ‘n nuwe virus deur knap medici in Suid Afrika het veroorsaak dat ons internasionaal geisoleer en gevolglik ekonomies benadeel …

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The parallels between running a marathon and saving for retirement.

I read a great article from Debra Slabber from Morningstar Investment Management, comparing saving for retirement to running a marathon. While most of us (me included) have not completed a marathon, we can all take the lessons from another endurance race or difficult university degree to compare to saving retirement. Hope you enjoy the article …

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