Death and taxes (idiom) ” Death and taxes ” is a phrase commonly referencing a famous quotation written by American statesman Benjamin Franklin: “Our new Constitution is now established and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.”
Since 2021, Centric Wealth Advisory has been an FPI Approved Professional Practice™ but what does this mean and how can a client and the general public benefit from this?
The status of US Treasuries, the equivalent of our government bonds, and the US dollar as the world’s safe-haven assets is cracking under the weight of Trump’s unpredictable reign.
As our population ages, there’s a steady increase in the number of older people developing dementia and other incapacitating mental conditions. In this article, we’ll have a look at what a power of attorney is, at why it is (unfortunately) not a “forever” solution, and at the alternatives available to you.
Investment scams are becoming more intelligent, more sophisticated, and more convincing than ever. What once looked like a shady pamphlet on a corner, now appears as a high-gloss video hosted by a well-trusted public figure.
As the world’s most powerful economy, what happens in the US has a big impact on markets around the world. In this article, we look at the three particular areas where the US has a real and meaningful impact on South African investors – the rand, South African bonds, and the local stock market.
An Economic and Market overview of April 2025 from Analytics Consulting.
In recent years, South Africa has witnessed a surge in sophisticated financial scams, targeting individuals across various platforms. From deceptive investment schemes to advanced phishing tactics, scammers are employing increasingly intricate methods to defraud unsuspecting victims. This article aims to shed light on some of the prevalent scams and provide guidance on how to safeguard your finances
Your financial health is just as important as your physical health. Yet, while many South Africans work hard to stay fit and eat healthy, they never take the time to check whether their finances are in good shape. ere are four key indicators that’ll help you to assess your financial health and get a sense of your financial position.
April was characterized by intense market upheaval as President Trump set what UBS economist Paul Donovan describes as an erratic “threaten-retreat-threaten-retreat” cycle in motion.
The biggest benefit of small businesses is their adaptability. It’s much easier for a small business to pivot and change course when things are going wrong. But how do you know it’s time to change direction rather than hold the line or even throw in the towel altogether?
Increasingly, South Africans are acquiring foreign assets – investments, bank accounts, properties and the like. If that applies to you, you’ve no doubt wondered whether your local South African will is enough to cover all your assets globally, or if it only applies to your local assets?
An Economic and Market overview of March 2025 from Analytics Consulting.
Here’s a brief overview of how the tabled Budget 2025 proposals will impact individuals and businesses (assuming they come into effect). Professional tax advice has never been more important.
US President Donald Trump’s rapid-fire tariff agenda is upending the global economic and geopolitical order.
Not since World War II has the global trade landscape experienced such significant upheavals.
Long-term insurance – covering life, disability, and critical illness cover – is an essential part of financial planning. It provides security for you and your family in the face of unexpected events.
But it is possible to have too much of a good thing.
Unfortunately, your debts don’t just disappear when you die – but they don’t necessarily attach themselves to your loved ones either. Your estate must follow the letter of the law in dealing with all your financial responsibilities before anything is distributed to your heirs.
We are proud to announce that we have launched a new division from 1 March 2025 called Centric Trust Services.
When you see all the debit orders flow out of your account early every month, remember that they are your friend. Or at least some of them are.
Let’s explore the many benefits of putting your wealth creation on autopilot.
Finance writer Morgan Housel points out that when you look back on any aspect of your life, it’s hard to remember your fears and anxieties about something that turned out well in the end.
Managing this short-term uncertainty is one of the most important skills for a successful investor. In this article, we look at how.
Death and taxes (idiom) ” Death and taxes ” is a phrase commonly referencing a famous quotation written by American statesman Benjamin Franklin: “Our new Constitution is now established and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.”
Since 2021, Centric Wealth Advisory has been an FPI Approved Professional Practice™ but what does this mean and how can a client and the general public benefit from this?
The status of US Treasuries, the equivalent of our government bonds, and the US dollar as the world’s safe-haven assets is cracking under the weight of Trump’s unpredictable reign.
As our population ages, there’s a steady increase in the number of older people developing dementia and other incapacitating mental conditions. In this article, we’ll have a look at what a power of attorney is, at why it is (unfortunately) not a “forever” solution, and at the alternatives available to you.
Investment scams are becoming more intelligent, more sophisticated, and more convincing than ever. What once looked like a shady pamphlet on a corner, now appears as a high-gloss video hosted by a well-trusted public figure.
As the world’s most powerful economy, what happens in the US has a big impact on markets around the world. In this article, we look at the three particular areas where the US has a real and meaningful impact on South African investors – the rand, South African bonds, and the local stock market.
An Economic and Market overview of April 2025 from Analytics Consulting.
In recent years, South Africa has witnessed a surge in sophisticated financial scams, targeting individuals across various platforms. From deceptive investment schemes to advanced phishing tactics, scammers are employing increasingly intricate methods to defraud unsuspecting victims. This article aims to shed light on some of the prevalent scams and provide guidance on how to safeguard your finances
Your financial health is just as important as your physical health. Yet, while many South Africans work hard to stay fit and eat healthy, they never take the time to check whether their finances are in good shape. ere are four key indicators that’ll help you to assess your financial health and get a sense of your financial position.
April was characterized by intense market upheaval as President Trump set what UBS economist Paul Donovan describes as an erratic “threaten-retreat-threaten-retreat” cycle in motion.
The biggest benefit of small businesses is their adaptability. It’s much easier for a small business to pivot and change course when things are going wrong. But how do you know it’s time to change direction rather than hold the line or even throw in the towel altogether?
Increasingly, South Africans are acquiring foreign assets – investments, bank accounts, properties and the like. If that applies to you, you’ve no doubt wondered whether your local South African will is enough to cover all your assets globally, or if it only applies to your local assets?
An Economic and Market overview of March 2025 from Analytics Consulting.
Here’s a brief overview of how the tabled Budget 2025 proposals will impact individuals and businesses (assuming they come into effect). Professional tax advice has never been more important.
US President Donald Trump’s rapid-fire tariff agenda is upending the global economic and geopolitical order.
Not since World War II has the global trade landscape experienced such significant upheavals.
Long-term insurance – covering life, disability, and critical illness cover – is an essential part of financial planning. It provides security for you and your family in the face of unexpected events.
But it is possible to have too much of a good thing.
Unfortunately, your debts don’t just disappear when you die – but they don’t necessarily attach themselves to your loved ones either. Your estate must follow the letter of the law in dealing with all your financial responsibilities before anything is distributed to your heirs.
We are proud to announce that we have launched a new division from 1 March 2025 called Centric Trust Services.
When you see all the debit orders flow out of your account early every month, remember that they are your friend. Or at least some of them are.
Let’s explore the many benefits of putting your wealth creation on autopilot.
Finance writer Morgan Housel points out that when you look back on any aspect of your life, it’s hard to remember your fears and anxieties about something that turned out well in the end.
Managing this short-term uncertainty is one of the most important skills for a successful investor. In this article, we look at how.
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