Mar 17, 2020 | Advanced investing, Managing Money, Retirement and investing, Within 5 years of retirement
As you may all know, the markets over the last week have been anything but predictable, and I feel an even like this only happens every decade, so it’s worth us sitting down for a chat. When markets crash, fear and panic set in, and this causes more damage than good....
May 4, 2018 | Advanced investing, Managing Money, Retirement and investing
Investing comes down to 3 things Be honest about your investment behaviour Choose the right fund (listen here) Choose the right tax structure – it can cost or save you a huge amount of money. This is where you choose between Retirement Funds, Tax Free...
Apr 10, 2018 | Advanced investing, Managing Money, Retirement and investing, Within 5 years of retirement
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...
Feb 28, 2018 | Advanced investing, Entrepreneurship, Managing Money, Mindful Money, Podcast, Retirement and investing, Saving
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...
Feb 21, 2018 | Advanced investing, Podcast, Retirement and investing, Within 5 years of retirement
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...
Jan 31, 2018 | Advanced investing, Managing Money, Podcast, Retirement and investing
Niki Giles, COO of Sygnia, talks to us about the difference between Active and Passive investing, and how to buy an index tracker. Having been involved in the investment industry for many years, she shares why she believes that there are benefits of both Active and...
Jan 2, 2018 | Advanced investing, Health and Wealth, Retirement and investing, Videos
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...
Nov 27, 2017 | Advanced investing, Health and Wealth, Retirement and investing
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...
Nov 13, 2017 | Advanced investing, Health and Wealth, Retirement and investing
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...
Oct 25, 2017 | Advanced investing, Budgets, Debt, Everyday Money, Health and Wealth, Mindful Money, Protecting your money, Retirement and investing, Saving
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...
