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Beating the odds and staying wealthy

26 June 2018 | General

Forbes Magazine in the United States published its now renowned list of the 400 wealthiest Americans for the first time, ranked by their net worth. Twenty-one years later, JP Morgan conducted a study to examine the list and determine which families remained amongst the country’s wealthiest.

Start with your goals, not returns, when planning your financial future

20 June 2018 | General

Developing a solid financial plan should begin with defining your goals and then matching those with the appropriate investment solution that will maximise your chance of achieving your investment target, rather than honing in solely on expected returns.

Save with a goal in mind to take care of the needs of your loved ones

20 June 2018 | General

Tough economic conditions and socio-economic challenges are making it harder to save, while also lowering consumer ability to allocate income towards insurance against unexpected events. But, if you plan ahead, you can protect your and your extended family’s wellbeing.

How to become the next Sylvia Bloom

20 June 2018 | General

A recent New York Times article took many investors by surprise: A frugal legal secretary, who worked at the same firm for 67 years until she retired at the age of 96, was a “closet millionaire” who amassed a fortune of more than US$9 million. Reports claim that Sylvia Bloom joins a host of others who did not live above their means and were completely unassuming in acquiring their wealth: Ronald Read, a former petrol station attendant and janitor who died in June 2014 with a fortune of US$8 million; Grace Groner, a secretary with an estate of US$7 million; and Ronald Murin, a lifelong librarian who had an estate worth US$4 million.

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What can retirement funds do to improve client-adviser engagement during members’ employment years?

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Advice at onboarding Annual adviser check-ins Meet-an-adviser workshops Offer advice at life-stage events

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