A new year can bring renewed motivation to take control of your finances. But vague ambitions like “I want to save more” or “I need to invest better” rarely lead to meaningful progress. 

The most effective investors are the ones who set clear, realistic goals and stick to them. In this article we look at how to set SMART investment goals, to give you the best chance of success.

The holidays may be over, but the spirit of giving doesn’t have to fade. For many clients, the new year is the perfect time to pause, reflect, and plan…

When it comes to charitable donations you shouldn’t only plan how much to give – but how to give in a way that maximises impact while minimising tax. 

It's always been smart to spread your money across different asset types. In the past, that meant finding the right balance of stocks, bonds, and cash. 

But today, South African investors are looking beyond these well-known categories and into the growing world of lifestyle assets and alternative investments. 

The mystery of 2025 is how the global financial markets managed to withstand a year of Trump’s shock-and-awe economic and political policy decisions. 

US equities experienced their third consecutive year of double-digit advances and the JSE All Share Index delivered more than double that. Other asset classes, including bonds, also remained in the black – notwithstanding it being a year fraught with uncertainty and turbulence.