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Balanced Portfolio Structure for Retirement

Balanced Portfolio Structure for Retirement

Retirement investment portfolio's should be balanced to mitigate any excessive risk. Capital preservation and steady growth over the long term are essential. The baility to forecast over a long period of time with a balanced portfolio can be pretty accurate and one...

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Latest from Financial Planners

How well are South Africans prepared for retirement?

South Africa has a unique set of circumstances when it comes to looking after family. In most South African cultures, it would seem that the duty of support rests on the working family members. This does not sound too onerous until we take into account the growing...

read more
Balanced Portfolio Structure for Retirement

Balanced Portfolio Structure for Retirement

Retirement investment portfolio's should be balanced to mitigate any excessive risk. Capital preservation and steady growth over the long term are essential. The baility to forecast over a long period of time with a balanced portfolio can be pretty accurate and one...

read more
Off-shore investments to mitigate uncertainty in SA

Off-shore investments to mitigate uncertainty in SA

Getting the most from your investments as a South African Investor requires you to consider so many possible negative variables that we often become overwhelmed and end up doing nothing. As a South African taxpayer you need to be aware that personal taxes, business...

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Allan Gray offshore fund for everyone

Allan Gray offshore fund for everyone

Investing offshore has been part of many well advised people's portfolio diversification for many years and if you had listened, you would have had almost 2000% growth since 1971. (ie for those that started investing 50 years ago and are now happily retired) Most...

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How well are South Africans prepared for retirement?

How well are South Africans prepared for retirement?

South Africa has a unique set of circumstances when it comes to looking after family. In most South African cultures, it would seem that the duty of support rests on the working family members. This does not sound too onerous until we take into account the growing...

read more
GEPF seeking to change foreign exposure rules

GEPF seeking to change foreign exposure rules

The Government employees pension fund (GEPF) is the largest pension fund by investment value that invests the retirement savings of all South African Government employees. The GEPF is currently seeking to increase it's exposure to foreign markets and currencies as...

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Preparing for your future being HIV positive

Preparing for your future being HIV positive

If you have recently had your status confirmed as HIV positive and had the necessary discussions about your future with a medical professional, one of the things you will be aware of is the need to manage your HIV with medication. What you will also be acutely aware...

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