Has 2020 changed your financial goals?

Old Mutual Tax-Free Savings

2020 has probably made you realise how quickly things can change and it has you re-evaluating what you want out of life, for you and your family. We all have things we’re looking forward to doing, working towards and planning. If you and your family’s bucket list has been getting a little longer and your […]


Ever wondered if life would have been better if you had studied further? I still remember my dad telling me to do well at school so that I didn’t end up working in a factory like him. Now there’s nothing wrong with working in a factory – I’d love to be able to lay bricks and plaster – but […]

How Does The Economy Work?

You might be wondering why an article on the economy when I’m supposed to be writing about insurance and investments? Don’t worry, it all ties in together at the end! So onward with today’s article… I don’t know about you, but I often wish for a much simpler lifestyle… Nothing would give me greater pleasure […]

Allan Gray | Let’s Compare It To Someone In The Vacuum Cleaner Game…

So I attended the bi-annual Allan Gray investment road show on Tuesday and I’d like to share some of the nuggets with you… Here’s the first nugget which I found educational! GDP growth is conversely related to share market growth in a country Huh? Andrew Lapping of Allan Gray informed us that South African Gross […]

How To Not Outlive Your Living Annuity

I read a very interesting article entitled “Living annuities for life” written by Richard Carter of Allan Gray (21 April 2011) which I thought I’d share with you. The article is obviously all about living annuities…specifically about maintaining your income level over the course of your life time and providing long term capital growth. Now…even […]