Archive for the
‘Growing Your Investments’ Category

While some people may be reluctant to let a financial advisor make share investments – as they want to do their own research on the companies – others don’t want to do the research and are happy to leave the work to an expert. In this blog post, we’ll explain how investing in shares works, […]

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Many of us dream of a retirement that’s comfortable and enjoyable. Perhaps we envision spending a lot of time with our grandchildren, volunteering at a charitable organisation, or seeing more of the world on travel adventures. While this is the retirement that most of us dream about, many of us also put off planning the […]

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The image of financial success looks different to everyone, but we can all agree that a part of being financially successful is fulfilling our own personal financial goals – no matter what they may be. To do this, expert investors and financial advisors worldwide create financial plans with a strong investment philosophy at its foundation […]

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Time is a luxury, which is why the adage to spend it wisely exists. However, it’s impossible to make all the right decisions, and often times when we’re asked if we could “redo” or “remake” any of them, we’ll conjecture that there’s at least one thing we would do differently. These may feel like regrets, […]

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Before starting any business venture, it’s important to carefully plan its execution and management. This step – financial planning – is crucial to attaining the business’ purpose and objectives. Financial planning is intricately tied to a business’ core processes. It’s a necessary practice for any business owner and should be done regularly, ideally before every […]

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From April to June 2017 diversified portfolios again delivered generally positive returns, although at a more subdued rate than investors have become accustomed to in recent quarters. For much of the second quarter major markets were relatively benign, perhaps distracted by the prolonged attention given to two very important elections in Europe. The first was [...]
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Most people seek happiness. Some economists even think happiness is the best indicator of the health of a society. However, while money can make us happier, studies show that after our basic needs are met, it doesn’t make us that much happier. This has implications for financial planning because one of the biggest issues we […]

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If you want to build a reputation for credibility, don’t join the mainstream financial media. They predicted financial Armageddon when there was increased volatility in China at the start of the year. It never eventuated. Then came the surprise Brexit vote at the end of June and the naysayers came out in force again. “As […]

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We’ve all now heard the result of the US elections. Given the polls just before the election day, the outcome was a surprise, to say the least. The result has been compared to Brexit, which was one that was similarly surprising. Perhaps we are less sceptical. Living in the world of financial markets, we know […]

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