Retirement Funds, Tax Free Savings, Endowments or Straight Unit Trusts… What’s the difference?
It never fails to amaze me how complicated this world of investing is – or seems – to normal everyday humans. The challenge with so much choice is that it ends up paralysing us. With over a 1000 local funds and a gajillion offshore ones – it’s a no wonder we just...
017 – Passive income through property with Tamar Mar
In a few years Tamar Mar built a property portfolio with a passive income that has enabled her to leave her job as a COO in a multi-million dollar business and become the ‘CEO of her dreams’ and of her own business, the Morata Group. She’s now...
016 How to choose a unit trust (Mutual Fund)
Lisa Linfield takes us through the steps to choosing the right unit trust (Mutual Fund) in which to invest. She takes us through the 7 steps to choosing a fund The 7 steps to choosing a fund Understand your financial risk profile Match your personal risk profile to...
Video 8 – How to take your retirement investing from a 10km run to an ultra iron man
This is the eighth in our video series on Health and Wealth and looks at how to take your retirement investing from a 10km run to an ultra iron man Previous Health and Wealth videos Introduction to the Health and Wealth video series The first step to Health and Wealth...
Advanced investing – moving from 10k runs to the Ultra Iron Man
This is the seventh in our series on the 7 Steps to health and wealth. Step 1 was about understanding that without a compelling reason to change behaviour, you won’t. And that reason usually comes in two forms: A sudden A-Ha moment of insight or crisis, or a...
Here’s how to start investing – and what not to do
This is the sixth in our series on the 7 Steps to health and wealth. Step 1 was about understanding that without a compelling reason to change behaviour, you won’t. And that reason usually comes in two forms: A sudden A-Ha moment of insight or crisis, or a...
The 7 steps to health and wealth
I’ve often said that, in many ways, health and wealth are similar (read here). Like all analogies, there is a point at which they fall short. But sometimes, it’s easier to learn a new topic when you can hook it onto a subject you understand well. Both...
The easy secret to saving for retirement
How many times have you thought – goodness, it’s the end of the month and I have no idea where my money went? And there’s definitely no money to save for retirement! Conscious living, or mindfulness, tries to ensure that we don’t wake up...
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