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Portfolio construction made easy

19 June 2012

Investors today are confronted with a vast number of investment options and funds to choose from, when constructing an investment portfolio. Coupled with the wide choice of available funds, investors’ emotions can also get in the way of making an appropr

Whose estate is it anyway?

18 June 2012

I often say to clients that “Estate planning is like dealing with a backache – sometimes all it requires is a visit to the Chiropractor for an alignment to feel some relief.” In the same way, an estate planning process involves the alignment of your esta

Lay down your little nest egg

14 June 2012

Here’s a true story about two people who each started this year as robust, socially active 70-somethings.

5 points to consider when taking out cover

12 June 2012

When taking out risk cover it is important to understand the cover you have, what it will pay for and what it won’t pay for. If you understand your needs and the cover you have selected, it will reduce the uncertainty when you need to claim.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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