Economic and Market Overview – April 2025
An Economic and Market overview of March 2025 from Analytics Consulting.
NEWSROOM
Budget 2025: How It Affects You and Your Business
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.
Market Update: Tariffs, Tariffs, More Darn Tariffs
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.
Could You Be Over-Insured?
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.
Does Your Debt Die With You?
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.
Introducing Centric Trust Services
We are proud to announce that we have launched a new division from 1 March 2025 called Centric Trust Services.
When it Comes to Investing, Debit Orders are Your Friend
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.
Managing the Psychology of Uncertainty in Investing
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.
Market Update: SA and Europe Outpace the US Stock Market
It appears that Trump-related investor optimism has dissipated, leaving the US stock market in the red since he took office.
Uncertainty, it seems, is the order of the day and investing for the long-term (but expecting realistic returns) is the only solution.
8 Things You May Not Know About Capital Gains Tax
What is Capital Gains Tax (CGT)? Why do you have to pay it? How is it calculated? And how can you keep its impact on your finances to a minimum?
We’ll answer all these questions and several others in this handy explainer on one of the most poorly understood aspects of our tax law.
How to Keep FOMO Out of Your Investment Strategy
The fear of missing out (FOMO) is a powerful emotion for many people. And when it comes to investing, it can be a dangerous one. This is because FOMO creates a strong urge to act impulsively – which can have negative long-term consequences. Disciplined investors are able to keep FOMO
Evolving Wealth Part 4: Boomer Bucks, Key Financial Strategies for Your Golden Years
Baby Boomers – those born in the immediate aftermath of WWII – have been around the block a few times.
They’re used to making the most of life, and retirement should be no different.
Market Update: Trump 2.0 – A Bumpy Ride so Far
Donald Trump’s return to the White House was initially greeted with optimism, with local and international markets experiencing a “Trump bump”. However, global economic uncertainties, including not knowing the president’s next move on tariffs and where interest rates will end the year, are creating a challenging environment for investors to
Navigating Inheritance Conversations: Turning Tough Talks into Lasting Legacies
After your passing, the last thing you want is conflict among your heirs and unnecessary legal drama.
A Comprehensive Shield: Risk Cover is More Than Just Life Insurance
Many people shy away from life insurance because they view it as a tax on their current income in order to benefit someone else when they are no longer around.
Evolving Wealth Part 3: Gen X, Risk Averse but Quick to Adapt
Born between 1965 and 1980, Gen Xers have lived through times of economic turmoil, making them the first living generation to be worse-prepared for retirement than their parents. But they’re also equipped with some financial planning superpowers: they think on their feet and never take anything for granted.
Unlocking the Retirement Future: The Pros and Cons of Life Rights Properties
Retirement is supposed to be the pot of gold at the end of the rainbow. But turning this dream into reality requires a lot of planning and saving.
Market Update: Expect the Unexpected in 2025 – And Plan for it
Investor anxiety set in late last year and has continued into early January, with both local and global uncertainties creating an environment that’s ripe for volatility.
Economic and Market Overview -January 2025
An Economic and Market overview of December 2024 from Analytics Consulting.
Evolving Wealth Part 2: Millennials, a Fresh Take on Values, Habits, and Aspirations
Millennials are typically defined as those born between 1981 and 1996, meaning they’re currently aged 28-43. So, if you’re within this range (or you know someone who is), read on to discover what might drive your spending habits, career decisions, and investment approaches. While everyone is unique, some key trends
Economic and Market Overview – April 2025
An Economic and Market overview of March 2025 from Analytics Consulting.
Budget 2025: How It Affects You and Your Business
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.
Market Update: Tariffs, Tariffs, More Darn Tariffs
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.
Could You Be Over-Insured?
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.
Does Your Debt Die With You?
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.
Introducing Centric Trust Services
We are proud to announce that we have launched a new division from 1 March 2025 called Centric Trust Services.
When it Comes to Investing, Debit Orders are Your Friend
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.
Managing the Psychology of Uncertainty in Investing
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.
Market Update: SA and Europe Outpace the US Stock Market
It appears that Trump-related investor optimism has dissipated, leaving the US stock market in the red since he took office.
Uncertainty, it seems, is the order of the day and investing for the long-term (but expecting realistic returns) is the only solution.
8 Things You May Not Know About Capital Gains Tax
What is Capital Gains Tax (CGT)? Why do you have to pay it? How is it calculated? And how can you keep its impact on your finances to a minimum?
We’ll answer all these questions and several others in this handy explainer on one of the most poorly understood aspects of our tax law.
How to Keep FOMO Out of Your Investment Strategy
The fear of missing out (FOMO) is a powerful emotion for many people. And when it comes to investing, it can be a dangerous one.
Evolving Wealth Part 4: Boomer Bucks, Key Financial Strategies for Your Golden Years
Baby Boomers – those born in the immediate aftermath of WWII – have been around the block a few times.
They’re used to making the most of life, and retirement should be no different.
Market Update: Trump 2.0 – A Bumpy Ride so Far
Donald Trump’s return to the White House was initially greeted with optimism, with local and international markets experiencing a “Trump bump”. However, global economic uncertainties,
Navigating Inheritance Conversations: Turning Tough Talks into Lasting Legacies
After your passing, the last thing you want is conflict among your heirs and unnecessary legal drama.
A Comprehensive Shield: Risk Cover is More Than Just Life Insurance
Many people shy away from life insurance because they view it as a tax on their current income in order to benefit someone else when they are no longer around.
Evolving Wealth Part 3: Gen X, Risk Averse but Quick to Adapt
Born between 1965 and 1980, Gen Xers have lived through times of economic turmoil, making them the first living generation to be worse-prepared for retirement than their parents. But they’re also equipped with some financial planning superpowers: they think on their feet and never take anything for granted.
Unlocking the Retirement Future: The Pros and Cons of Life Rights Properties
Retirement is supposed to be the pot of gold at the end of the rainbow. But turning this dream into reality requires a lot of planning and saving.
Market Update: Expect the Unexpected in 2025 – And Plan for it
Investor anxiety set in late last year and has continued into early January, with both local and global uncertainties creating an environment that’s ripe for volatility.
Economic and Market Overview -January 2025
An Economic and Market overview of December 2024 from Analytics Consulting.
Evolving Wealth Part 2: Millennials, a Fresh Take on Values, Habits, and Aspirations
Millennials are typically defined as those born between 1981 and 1996, meaning they’re currently aged 28-43. So, if you’re within this range (or you know