News and Media

How to leave money to charity in your Will

How to leave money to charity in your Will

Learn how to leave money to charity in your Will in South Africa, including charitable bequests, estate duty and planning your legacy.
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We understand that your wealth cannot be separated from your health, and that is why your financial welfare cannot be separated from your physical well-being.

Investing: Finding the next big thing

Have you ever tried to find the proverbial investment needle in a haystack? In a world with more than 41 000 exchange-listed companies, at a combined market value of more than USD 80 trillion, global investing decisions can feel like trying to find a needle in a haystack. How do you approach this vast listed landscape to preserve and grow wealth over long periods?
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Holistic financial advice: The key to wealth, health and happiness

Holistic financial advice considers you as a whole, looking at your wealth, health, and happiness. It also factors in how you fit into your network of family and friends. Remember, we are connected to, and even depend on, other people, who in turn have similar bonds with us. If a financial advisor excludes any of these aspects from a holistic financial plan, the results will be sub-optimal and possibly completely unsuccessful.
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Helping people attain their financial well-being and economic security is what we do.