Being in the business of service to one’s clients

When selecting a financial advisory firm to manage your wealth and investments – a critically important test would be to ask yourself: what do they really offer me? How can they truly help me? What are their unique strengths and core business philosophy?

Is your ‘offshore investment’ truly offshore?

Much has been written and said about diversifying one’s investment portfolio. One of those options is investing offshore to access international assets and as a hedge against rand-denominated and South African political risk.

The essentials of estate planning

Estate planning is an inescapable fact of life, but the right financial adviser will guide you through the process and ultimately structure your estate not only for your benefit, but also for that of your beneficiaries.