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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.
Just how important is a tax-free savings account?
Should you have a tax-free savings account or not? It seems as if it is the ideal vehicle to save in, regardless of the goal
Positioning portfolios during these uncertain times
Global and local markets have been jittery since the start of the year as investors had to deal with a number of factors. From a
Financial stress on the rise
Consumers earning higher incomes are notably more worried than a year ago. A survey of more than 35 000 people has revealed that 55% spend
How you can invest in future trends
Do you remember the television programme Beyond 2000 that aired about 25 years ago? And do you remember how fascinated yet sceptical we were about the notion
Reporting requirements for trusts and PBOs now final
Requests for a deferral to the 2025 calendar year not accepted. The final list of third-party data providers that are obliged to report taxpayer information
Everything you need to know when setting up a trust
Eric Jordaan of Crue Invest discusses establishing a trust that aligns with your unique objectives, looking at the types of trusts available, the intricacies of
South Africans warned to get ready to tighten their belts
South Africans will have to add another hole to their ever-tightening belt as interest rates will likely reach their highest point in 14 years this
How South Africa’s pension system compares to the rest of the world
The latest Mercer CFA Institute Global Pension Index shows that South Africa’s pension system is ranked 34th out of 44 countries and garnered an overall