NEWSROOM

Market Update: The Year Trump Didn’t Manage to Break the Financial Markets

When Donald Trump returned to the White House in January 2025, no one could have imagined what was to come. From imposing the highest tariff rates in a century to orchestrating mass deportations and engineering the longest government shutdown on record, Trump’s leadership upended the post-war world order. (And recent events in Venezuela suggest that 2026 will be no less volatile.)

But instead of derailing financial markets, which would typically be caught off guard by such seismic political and economic policy decisions, it led to a year of headline-driven volatility, yet a seemingly unstoppable market rally.

READ MORE

How to Make Your Generosity Work Harder for You in 2026

The holidays may be over, but the spirit of giving doesn’t have to fade. For many clients, the new year is the perfect time to pause, reflect, and plan…
When it comes to charitable donations you shouldn’t only plan how much to give – but how to give in a way that maximises impact while minimising tax.
As your financial advisers, we can help you design a giving plan that aligns with your charitable values and your tax strategy. Done right, generosity can deliver two wins at once.

READ MORE

Turn Intentions into Outcomes: Setting SMART Investment Goals for 2026

Every investment journey starts with good intentions. You want to save more, protect your future, care for your family and give yourself the life you want to lead.

But intentions alone don’t translate into outcomes. For that, you need to be clear about not only what you want to achieve, but why it’s important. Setting SMART (Specific, Measurable, Achievable, Relevant and Time-bound) investment goals can be the difference between good intentions and actual financial progress.

Here’s how to build goals that genuinely move you forward in the year ahead.

READ MORE

Market Update: November Delivers Several Early Gifts for SA Investors

As we head into the holiday season, a perfect storm of economic and market developments in November provided South African investors with something they haven’t had in years: genuine reasons for optimism about the year ahead.

However, while local developments may signal SA has turned the corner, investment diversification is still called for against a backdrop of acute global uncertainty.

READ MORE

This Festive Season, Learn how to Talk About Money With Grace

The holiday table is a warm, traditional, and connecting place. But it can also be a pressure cooker for unspoken tensions, especially around money. A question about a new job that is meant to be nice can feel like an inquiry into your pay. A casual remark about a fancy trip can make people judge you in silence.

Read on to find out how to navigate these conversations in a way that doesn’t just keep the peace – but also improves your relationship with money.

READ MORE

From TikTok to Your Wallet: Understanding Social Media Money Trends

Social media has reshaped the way people talk about money. On platforms like TikTok, finance isn’t just spreadsheets and jargon. It’s visual, conversational, and often surprisingly relatable.

In this article, we look at three of the biggest personal finance trends on social media, their advantages, and potential pitfalls.

READ MORE

The Psychology of Generosity

Financial planning is often thought of as merely a numbers game. But while investment returns are an extremely important part of securing a comfortable retirement, there is another kind of return that is equally important.

Some of the best returns you’ll ever get can’t be shown on a chart. They are the deep feelings of joy, connection, and purpose that come from being generous. Read on to find out more about the psychology of generosity

READ MORE

Gift Vs. Loan: The Devil’s in the Details

A recent High Court fight between a mother and her prospective son-in-law over whether or not his R400k payment to her was a gift or a loan provides a timely reminder to never rely on verbal agreements when there’s a lot at stake. Even between friends and relatives!
As the old adage goes, “the bluntest pencil is better than the sharpest mind.” And this unhappy tale is a perfect example of the dangers of not writing everything down to avoid misunderstanding or dispute. We’ll end off by sharing some thoughts on what to include in your agreement.

READ MORE

Who Should Inherit Your Wealth?

Few financial topics carry as much emotional weight as deciding how you divide your estate. That’s why it’s so important to have a clearly written will.
In this article we look at some important considerations in crafting a will, and how to come up with something that both accords with your values and reduces the risk of conflict among your heirs.

READ MORE

Are You Financially Fluent or Just Faking It?

Have you ever wondered why your career is flourishing, but the value of your investment isn’t? From keeping too much cash on hand and falling for “get rich quick” schemes to confusing wants with needs, many people unknowingly sabotage their financial future.
This article explores common money missteps and offers guidance on building real, lasting prosperity. Because when it comes to your finances, the goal isn’t to look rich – it’s to be rich.

READ MORE

CENTRIC LAUNCHES INTERNAL FOREX SERVICES

Centric Wealth is proud to announce the launch of our in-house foreign exchange (FOREX) services. While we continue to maintain strong relationships with our trusted external providers, we now offer the capability to manage all inward and outward individual FOREX transactions directly. 

READ MORE

Market Update: Central Banks Navigate Divergent Paths as Rate Cycle Turns

The US Fed delivered its first rate cut since December while the SARB surprised markets by holding rates steady – despite domestic inflation falling to a three-month low of 3.3%.

Global equity markets celebrated the Fed’s dovish pivot, but SA’s pause signals a more cautious approach as local central bankers assess the impact of their repeated cuts since September 2024.

READ MORE

Preserving Legacy Beyond Wealth

Immense generational wealth can be a blessing or a curse. Worldwide, most super wealthy families squander 90% of their wealth within three generations. But it doesn’t have to be this way. Family offices such as ours specialise in growing, managing, and, above all, respecting the wealth we inherit. And it all starts with family unity. Legacy planning isn’t just for the super wealthy – the same rules apply to all families.

READ MORE

Empower Yourself by Understanding These Key Investment Terms

The world of investing can feel like it has its own language. There are many terms and concepts that can feel intimidating to many people.

But reality is often not as complicated as it seems. In this article we provide simple explanations for a number of key concepts, helping you to empower yourself and make more informed investment decisions.

READ MORE

FOBO: The Silent Saboteur of Wealth

Few threats menace the world of wealth creation as silently, and as corrosively, as FOBO: Fear of Better Options.

Unlike its impulsive cousin FOMO (Fear of Missing Out), FOBO doesn’t drive action. Instead, it whispers, “Wait. Something better might come.” And in that interval, wealth quietly departs.

READ MORE
Market Update: The Year Trump Didn’t Manage to Break the Financial Markets

When Donald Trump returned to the White House in January 2025, no one could have imagined what was to come. From imposing the highest tariff rates in a century to orchestrating mass deportations and engineering the longest government shutdown on record, Trump’s leadership upended the post-war world order. (And recent events in Venezuela suggest that 2026 will be no less volatile.)

But instead of derailing financial markets, which would typically be caught off guard by such seismic political and economic policy decisions, it led to a year of headline-driven volatility, yet a seemingly unstoppable market rally.

READ MORE
How to Make Your Generosity Work Harder for You in 2026

The holidays may be over, but the spirit of giving doesn’t have to fade. For many clients, the new year is the perfect time to pause, reflect, and plan…
When it comes to charitable donations you shouldn’t only plan how much to give – but how to give in a way that maximises impact while minimising tax.
As your financial advisers, we can help you design a giving plan that aligns with your charitable values and your tax strategy. Done right, generosity can deliver two wins at once.

READ MORE
Turn Intentions into Outcomes: Setting SMART Investment Goals for 2026

Every investment journey starts with good intentions. You want to save more, protect your future, care for your family and give yourself the life you want to lead.

But intentions alone don’t translate into outcomes. For that, you need to be clear about not only what you want to achieve, but why it’s important. Setting SMART (Specific, Measurable, Achievable, Relevant and Time-bound) investment goals can be the difference between good intentions and actual financial progress.

Here’s how to build goals that genuinely move you forward in the year ahead.

READ MORE
Market Update: November Delivers Several Early Gifts for SA Investors

As we head into the holiday season, a perfect storm of economic and market developments in November provided South African investors with something they haven’t had in years: genuine reasons for optimism about the year ahead.

However, while local developments may signal SA has turned the corner, investment diversification is still called for against a backdrop of acute global uncertainty.

READ MORE
This Festive Season, Learn how to Talk About Money With Grace

The holiday table is a warm, traditional, and connecting place. But it can also be a pressure cooker for unspoken tensions, especially around money. A question about a new job that is meant to be nice can feel like an inquiry into your pay. A casual remark about a fancy trip can make people judge you in silence.

Read on to find out how to navigate these conversations in a way that doesn’t just keep the peace – but also improves your relationship with money.

READ MORE
From TikTok to Your Wallet: Understanding Social Media Money Trends

Social media has reshaped the way people talk about money. On platforms like TikTok, finance isn’t just spreadsheets and jargon. It’s visual, conversational, and often surprisingly relatable.

In this article, we look at three of the biggest personal finance trends on social media, their advantages, and potential pitfalls.

READ MORE
The Psychology of Generosity

Financial planning is often thought of as merely a numbers game. But while investment returns are an extremely important part of securing a comfortable retirement, there is another kind of return that is equally important.

Some of the best returns you’ll ever get can’t be shown on a chart. They are the deep feelings of joy, connection, and purpose that come from being generous. Read on to find out more about the psychology of generosity

READ MORE
Gift Vs. Loan: The Devil’s in the Details

A recent High Court fight between a mother and her prospective son-in-law over whether or not his R400k payment to her was a gift or a loan provides a timely reminder to never rely on verbal agreements when there’s a lot at stake. Even between friends and relatives!
As the old adage goes, “the bluntest pencil is better than the sharpest mind.” And this unhappy tale is a perfect example of the dangers of not writing everything down to avoid misunderstanding or dispute. We’ll end off by sharing some thoughts on what to include in your agreement.

READ MORE
Who Should Inherit Your Wealth?

Few financial topics carry as much emotional weight as deciding how you divide your estate. That’s why it’s so important to have a clearly written will.
In this article we look at some important considerations in crafting a will, and how to come up with something that both accords with your values and reduces the risk of conflict among your heirs.

READ MORE
Are You Financially Fluent or Just Faking It?

Have you ever wondered why your career is flourishing, but the value of your investment isn’t? From keeping too much cash on hand and falling for “get rich quick” schemes to confusing wants with needs, many people unknowingly sabotage their financial future.
This article explores common money missteps and offers guidance on building real, lasting prosperity. Because when it comes to your finances, the goal isn’t to look rich – it’s to be rich.

READ MORE
CENTRIC LAUNCHES INTERNAL FOREX SERVICES

Centric Wealth is proud to announce the launch of our in-house foreign exchange (FOREX) services. While we continue to maintain strong relationships with our trusted external providers, we now offer the capability to manage all inward and outward individual FOREX transactions directly. 

READ MORE
Market Update: Central Banks Navigate Divergent Paths as Rate Cycle Turns

The US Fed delivered its first rate cut since December while the SARB surprised markets by holding rates steady – despite domestic inflation falling to a three-month low of 3.3%.

Global equity markets celebrated the Fed’s dovish pivot, but SA’s pause signals a more cautious approach as local central bankers assess the impact of their repeated cuts since September 2024.

READ MORE
Preserving Legacy Beyond Wealth

Immense generational wealth can be a blessing or a curse. Worldwide, most super wealthy families squander 90% of their wealth within three generations. But it doesn’t have to be this way. Family offices such as ours specialise in growing, managing, and, above all, respecting the wealth we inherit. And it all starts with family unity. Legacy planning isn’t just for the super wealthy – the same rules apply to all families.

READ MORE
Empower Yourself by Understanding These Key Investment Terms

The world of investing can feel like it has its own language. There are many terms and concepts that can feel intimidating to many people.

But reality is often not as complicated as it seems. In this article we provide simple explanations for a number of key concepts, helping you to empower yourself and make more informed investment decisions.

READ MORE
FOBO: The Silent Saboteur of Wealth

Few threats menace the world of wealth creation as silently, and as corrosively, as FOBO: Fear of Better Options.

Unlike its impulsive cousin FOMO (Fear of Missing Out), FOBO doesn’t drive action. Instead, it whispers, “Wait. Something better might come.” And in that interval, wealth quietly departs.

READ MORE
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