Paper vs Digital – The Great Data Debate

Paper vs Digital – The Great Data Debate

When it comes to capturing your business data, which is your go-to method? Do you prefer the tangible element of paper documents and physical files, or is the ease and convenience of digital management more your style?   Getting it down on paper While it might...
Week in Review: Covid-19 Vaccine Race

Week in Review: Covid-19 Vaccine Race

Equity markets were subdued this week as positive incoming vaccine news was offset against ever-growing economic restrictions in the U.S. and Europe, aimed at curbing the recent spike in virus cases. On the vaccine front, the world received more positive news,...
Is your ‘offshore investment’ truly offshore?

Is your ‘offshore investment’ truly offshore?

In recent times, much has been written and said in South Africa about diversifying one’s investment portfolio. In fact, some of the biggest names in wealth management circles have been extremely vocal in their advice to the general market: “Invest Offshore Now!” At...
Being in the business of service to our clients

Being in the business of service to our clients

When selecting a financial advisory firm to manage your wealth and investments – or if you have already engaged the services of an advisory – a critically important test would be to ask yourself: what do they really offer me? How can they truly help me? What are their...