Economic and Market Overview – October 2021
An Economic and Market overview from Analytics Consulting.
NEWSROOM
Kevin Lings on the Headwinds in China
Kevin Lings the Chief Economist at Stanlib gives an update on China and the Headwinds they are currently facing. Brought to you by Analytics Consulting and Chrome Wealth.
IN TIMES OF TURMOIL
As South Africans, the turmoil over the first few weeks of July has affected us all.
We express our deepest sympathy and thoughts with all those affected.
WOMEN’S MONTH – 5 TRUTHS ABOUT WOMEN AND MONEY
The theme for International Women’s Day 2021 is “Choose to Challenge”.
How the process of becoming an FPI approved practice has benefitted Centric Wealth Advisory
This article was first published in the Blue Chip Magazine in May 2021.
The 8th Wonder – Compound Interest
In this short video, Chrome explores the 8th wonder of the world – Compound Interest.
What is Impact Investing?
It is 2021 and we have no doubt that you have heard the term Impact Investing. But what exactly is Impact Investing?
Centric Wealth Advisory Wins Big at the Intellidex Top Private Banks & Wealth Managers Awards 2021
The team at Centric Wealth Advisory are thrilled to have won both the People’s Choice: Wealth Managers Award as well as the Passive Lump-Sum Investor Award.
Financial Services Provider Disclosure Documents – 5 key points to note
When dealing with an institution that provides you with advice, there are certain documents and information that needs to be disclosed to clients prior to the establishment of a relationship between a client and the institution.
MAKE TIME COUNT – 3 QUICK STRATEGIES ON SEEING LIFE DIFFERENTLY
We all want more time
Time is a valuable resource. It helps you create better relationships, have greater success at work and more memorable moments. But it never feels like you have enough of it.
Why it’s important to diversify your portfolio
In this video we look at the importance of diversification and why we utilize a Discretionary Fund Manager (DFM) with multi-asset solutions.
Tax and exchange control update – March 2021
Tax and exchange control update – March 2021. Presented by Dieter Schulze from RSM Global.
Financial Planning and Tax Update – March 2021
A brief overview of the tax and legislation changes which may affect your Financial Plan. Presented by Andrew Bradley, a Chrome associate.
Chrome Investment Update – March 2021
An update on Markets and the Chrome funds by Bernard van Wyk from Analytics Consulting.
Estate Planning for your UK and US Assets
Understanding the Tax Implications of investing internationally Investing some of your wealth internationally is becoming increasingly attractive and to a large extent non- negotiable from a diversification point of view. However, it’s important to understand the small print to make sure your assets are protected and that there aren’t any
TIPS FOR INVESTING OFFSHORE IN A SITUS-EFFICIENT WAY
To avoid incurring unnecessary taxes arising on death, South Africans investing offshore should always consult their Wealth Advisors and Tax Professionals and ensure that they understand international tax law, before making decisions. Investing through an offshore trust or an offshore company may in certain instances mitigate situs exposure. However, this
OWNING ASSETS IN A FOREIGN COUNTRY
Is there a need to have a separate will? More and more South Africans own assets in foreign countries and clients often ask whether they need to have a separate will for those assets. While many people choose to have a single worldwide will, this is not always the best
10 Factors to consider when buying an investment property
1. What do you want to achieve? Purchasing an investment property is a business transaction and is merely a bricks and mortar vehicle that enables you to achieve pre-defined financial goals. Before purchasing a property, it is important to identify your end goal and then formulate a plan to get
Retirement planning: 7 Ways of maximizing after-tax returns
The benefits of Tax-Free Savings Accounts and Retirement Annuities Tax-Free Savings Accounts Tax-Free Savings Accounts (TFSA) allow you and your family to set money aside and watch those savings grow, tax-free, throughout your lifetime. Making a TFSA work for you to your best advantage, and within the context of
Economic and Market Overview – October 2021
An Economic and Market overview from Analytics Consulting.
Kevin Lings on the Headwinds in China
Kevin Lings the Chief Economist at Stanlib gives an update on China and the Headwinds they are currently facing. Brought to you by Analytics Consulting and Chrome Wealth.
IN TIMES OF TURMOIL
As South Africans, the turmoil over the first few weeks of July has affected us all.
We express our deepest sympathy and thoughts with all those affected.
WOMEN’S MONTH – 5 TRUTHS ABOUT WOMEN AND MONEY
The theme for International Women’s Day 2021 is “Choose to Challenge”.
How the process of becoming an FPI approved practice has benefitted Centric Wealth Advisory
This article was first published in the Blue Chip Magazine in May 2021.
The 8th Wonder – Compound Interest
In this short video, Chrome explores the 8th wonder of the world – Compound Interest.
What is Impact Investing?
It is 2021 and we have no doubt that you have heard the term Impact Investing. But what exactly is Impact Investing?
Centric Wealth Advisory Wins Big at the Intellidex Top Private Banks & Wealth Managers Awards 2021
The team at Centric Wealth Advisory are thrilled to have won both the People’s Choice: Wealth Managers Award as well as the Passive Lump-Sum Investor Award.
Financial Services Provider Disclosure Documents – 5 key points to note
When dealing with an institution that provides you with advice, there are certain documents and information that needs to be disclosed to clients prior to the establishment of a relationship between a client and the institution.
MAKE TIME COUNT – 3 QUICK STRATEGIES ON SEEING LIFE DIFFERENTLY
We all want more time
Time is a valuable resource. It helps you create better relationships, have greater success at work and more memorable moments. But it never feels like you have enough of it.
Why it’s important to diversify your portfolio
In this video we look at the importance of diversification and why we utilize a Discretionary Fund Manager (DFM) with multi-asset solutions.
Tax and exchange control update – March 2021
Tax and exchange control update – March 2021. Presented by Dieter Schulze from RSM Global.
Financial Planning and Tax Update – March 2021
A brief overview of the tax and legislation changes which may affect your Financial Plan. Presented by Andrew Bradley, a Chrome associate.
Chrome Investment Update – March 2021
An update on Markets and the Chrome funds by Bernard van Wyk from Analytics Consulting.
Estate Planning for your UK and US Assets
Understanding the Tax Implications of investing internationally Investing some of your wealth internationally is becoming increasingly attractive and to a large extent non- negotiable from
TIPS FOR INVESTING OFFSHORE IN A SITUS-EFFICIENT WAY
To avoid incurring unnecessary taxes arising on death, South Africans investing offshore should always consult their Wealth Advisors and Tax Professionals and ensure that they
OWNING ASSETS IN A FOREIGN COUNTRY
Is there a need to have a separate will? More and more South Africans own assets in foreign countries and clients often ask whether they
10 Factors to consider when buying an investment property
1. What do you want to achieve? Purchasing an investment property is a business transaction and is merely a bricks and mortar vehicle that enables
Retirement planning: 7 Ways of maximizing after-tax returns
The benefits of Tax-Free Savings Accounts and Retirement Annuities Tax-Free Savings Accounts Tax-Free Savings Accounts (TFSA) allow you and your family to set money