12th May 2020

COVID – 19: So, what is PW Harvey & Co doing? From Director Gavin Harvey

Watching CNN, I see that Donald Trump refers to himself as a “wartime president”. I was fortunate enough not to have been in any wars, just my stint on the […]
12th May 2020

INFLATION REMAINS THE #1 ENEMY

In a recent article by Old Mutual Investment Group, they stated that inflation is still investors’ biggest enemy, as it erodes their spending power. Ronald Reagan once said: “Inflation is […]
12th May 2020

Are there any blue-chip shares left on the JSE?

A blue-chip share is usually a multinational, large company with an excellent reputation. It is well-established, financially sound, has been operating for many years and has dependable earnings. In most […]
7th Jan 2019

The 6 Steps of Financial Planning

These are the following requirements to ensure comprehensive & efficient financial advisory services: STEP 1 Establishing a relationship and advising of services offered. STEP 2 Gathering information which will have […]
7th Jan 2019

What is a Linked Investment Service Provider (LISP)?

Definition: A Linked Investment Service Provider (LISP) is an independent administration company that offers investors access to collective investment schemes (or unit trusts) across a number of different management companies.  One […]
7th Jan 2019

Retirement Annuities

A retirement annuity is a tax effective retirement investment vehicle for individuals. The primary target market is individuals who do not participate in a pension or provident fund. WHO SHOULD […]
7th Jan 2019

Preservation Funds

In line with Section 37 of the Pension Funds Act, the trustees of the retirement fund will distribute the proceeds, considering first the needs of your dependents and then the […]
7th Jan 2019

Treating Customers Fairly (TCF)

Customers can be confident they are dealing with firms where TCF is central to their corporate culture Products & services marketed and sold in the retail market are designed to […]
7th Jan 2019

Special Voluntary Disclosure Programme (SVDP)

OPPORTUNITY TO DISCLOSE ASSETS ABROAD The Common Reporting Standard (CRS) was developed in response to the G20 request and approved by the OECD Council in July 2014. It calls on jurisdictions to obtain […]
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