Archive for May, 2021

Counting your blessings

May 26 2021

While an inheritance can sound appealing in theory, when it actually happens to you and it’s the result of the loss of…

Investing on behalf of your kids

May 24 2021

Investing on behalf of your children can help give them a financial leg up and introduce them to good financial practice at…

Should you be a “Downsizer”?

May 17 2021

One of the key takeaways from last week’s budget was the reduction in the eligibilty age for downsizer measure contributions. From 1…

Stronger recovery projected

May 14 2021

Market update The table below provides details of the movement in average investment returns from various asset classes for the period up…

Reviewing your personal insurance policy: when, why and how.

May 12 2021

Insurance might not always be top of mind, but it’s important to review your policies regularly to make sure you’ve got the…

Financial Insights – Geopolitical Risk and it’s implications for investors!

May 10 2021

Key points Geopolitical issues generate much interest but don’t necessarily have a significant impact on markets But geopolitical risks are higher than…