Financial Planning

The connection between physical health and financial stability

Holistic wellness has been a popular topic in recent years. Mental, physical, and spiritual health have been at the forefront of our wellbeing, but how good is it if we are suffering in one fundamental way? In many households, financial wellness often takes a backseat, resulting in a potential cascade of added mental, physical, and spiritual struggles.

HNW exodus places cross-border financial advice in high demand

If High Net Worth (HNW) clients were a fast-moving consumer good, they would literally be flying off the supermarket shelves. And while Home Affairs, National Treasury and the South African Revenue Services (SARS) are keeping ‘mum’ about how many South African citizens actually leave our shores each year, financial advice practices cannot keep up with the demand for financial and risk advice for clients who are emigrating, thinking about emigrating, or straddling two or more countries.

Don't let short-term market fluctuations derail your long-term financial plan

Financial success doesn’t come easy, and it requires discipline, planning, and a ton of good advice. But even with a well-crafted financial plan, a fluctuating global economy and endless series of national crises can make staying invested in your plan and sticking to your goals quite challenging, to say the least.

Achieving Financial Freedom in your lifetime