Financial planning is personal for everyone, but there are particular factors that make it especially important for women to take ownership of their financial futures. In this article, we explore why women need to think differently about their financial futures than men. And we provide some suggestions for what women should look for when choosing a financial adviser.
In the wild world of investing, everyone has a bit of a dog in them. Some sniff out every opportunity, others guard their bones fiercely, and a few want a calm walk in the park. When it comes to investing we’ve all got a bit of dog in us. But what breed are you?
Artificial intelligence isn’t replacing your financial advisor – it’s empowering us to serve you better. Read more in how AI is quietly transforming how we deliver advice.
An Economic and Market overview of June 2025 from Analytics Consulting.
The first half of 2025 has offered investors a masterclass in navigating market volatility for investors, against a backdrop of mindboggling US tariff decision-making and geopolitical bombshells. Read on for the latest market update.
Divorce is rarely straightforward. When retirement savings are involved, the process can become even more complex. This guide will help you to make sense of the latest legislative updates, understand your rights, and avoid common pitfalls.
What if we told you there was an innovative way to care for your kids after you die that doesn’t bother the taxman?
Read on for the lowdown.
There is no shortage of things for investors to worry about at the moment, and the rate at which markets have swung up and down this year shows just how much uncertainty there is.
This article explores whether there is even such a thing as ‘normal’ market behavior and what all of this means for investors.
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?
Financial planning is personal for everyone, but there are particular factors that make it especially important for women to take ownership of their financial futures. In this article, we explore why women need to think differently about their financial futures than men. And we provide some suggestions for what women should look for when choosing a financial adviser.
In the wild world of investing, everyone has a bit of a dog in them. Some sniff out every opportunity, others guard their bones fiercely, and a few want a calm walk in the park. When it comes to investing we’ve all got a bit of dog in us. But what breed are you?
Artificial intelligence isn’t replacing your financial advisor – it’s empowering us to serve you better. Read more in how AI is quietly transforming how we deliver advice.
An Economic and Market overview of June 2025 from Analytics Consulting.
The first half of 2025 has offered investors a masterclass in navigating market volatility for investors, against a backdrop of mindboggling US tariff decision-making and geopolitical bombshells. Read on for the latest market update.
Divorce is rarely straightforward. When retirement savings are involved, the process can become even more complex. This guide will help you to make sense of the latest legislative updates, understand your rights, and avoid common pitfalls.
What if we told you there was an innovative way to care for your kids after you die that doesn’t bother the taxman?
Read on for the lowdown.
There is no shortage of things for investors to worry about at the moment, and the rate at which markets have swung up and down this year shows just how much uncertainty there is.
This article explores whether there is even such a thing as ‘normal’ market behavior and what all of this means for investors.
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?
