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At Wealth Associates we take great care in providing our clients with regular, interesting and valuable insights, thereby empowering them with the knowledge they require to fully understand their journey to wealth. Our advisors, wealth managers and investment specialists regularly share articles, provide commentary and contribute to the media – read, listen and watch their insights here.
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
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
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
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
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
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
Women, wealth and the power of better advice
South African women carry an ever-growing share of the country’s financial responsibilities, yet many remain dangerously underinsured and unsure where to begin investing. The cost
The great wealth transfer: Why your children may not be ready
As wealth passes between generations, the biggest challenge is often not transferring assets, but preparing heirs to take responsibility for them. A massive transfer of