wealth redefined.TM
Insights

Investors can finally afford to say no.
I’ve spent 37 years in investment management, and if there’s one stretch that tested me more than most, it was the near-zero interest-rate period (roughly 2009 to 2015, and again

Protecting what matters most your family, your wealth & your legacy
September brings two important reminders: Wills Month and Childhood Cancer Awareness Month. At Wealth Associates Fiduciary Service, we believe they share a powerful message: Protect what matters most. A Will

Are we having the right conversations with women?
Long-term wealth creation and retirement planning are fundamental components of any financial plan. However, leading discussions with women solely on future wealth accumulation can overlook critical financial risks they may

What financial legacy are you building? Retirement readiness goes beyond having a plan
Heritage is more than what we inherit. It is what we preserve, what we build, and ultimately what we pass on. Heritage Month is a great opportunity to get your

How much more you’ll pay on your bond after the latest interest rate hike
The South African Reserve Bank’s Monetary Policy Committee unanimously voted to increase the repo rate by 25 basis points to 7.25%, taking the prime lending rate to 10.75%. Reserve Bank

SARS can take money directly out of your bank account without warning
The latest court ruling in favour of the South African Revenue Service (SARS) has demonstrated the taxman’s extensive powers in finding and recovering money owed to it. This includes withdrawing