Daily Maverick Articles

Often in life we're given a few options in various fields, and one of the main questions we always ask ourselves in convenience over costs, and in the investing world it can pop its head up as well. Let's discuss the pro's and con's related to this process, to give you as an investor some clarity and assurance in this regard.

As with many other things in life, the risk/reward factor within an investment perspective can be quite daunting, especially if you're running in blind. However, with a clear strategy and careful planning alongside your financial adviser, the worries concerning your risk/reward specifics can be alleviated, and you can put your trust in your time in the market versus trying to time the market.

We all work with the intention of retiring as comfortably as possible, but we often come across a few obstacles and worries, one of which being the question regarding the tax in relation to retirement savings. Let's take some time and discuss how you can navigate your way through this, from the implications regarding estate duty, to considering a combination of different annuity types.

When becoming a parent, your financial reach immediately broadens as you have an extra dependent. Often people decide to start saving for their children's education as soon as possible, but naturally, this isn't without its own unique challenges. Let's discuss the pro's and con's of making this decision using the "Head vs Heart" approach.

Offshore investing can seem like such a daunting prospect, and it isn't risk free by any means, but it's actually fairly easy and can improve your financial wellness significantly, Let's discuss offshore investing, and trusting the market and its patterns vs trying to time it and potentially losing out massively.

Running a business can be one of the most rewarding experiences, but should you want to step away from the business or retire you need a succession plan in place to pass the torch on to the next person while still extracting benefit. Let's address some of the things you need to put in place for this to be successful.

With the cost of living ever increasing, more people are finding that their monthly drawdowns aren't able to sustain their lives, from lifestyle choices to medical bills. However, with some clever working, you can have a plan set up that allows you to life comfortably while allowing your money to grow at the same time.

A family business is often a labour of love, and when the time comes for younger blood to take over the steers the owners can be a bit overwhelmed by the multitude of tax liabilities. Let's take some time and discuss what could lie ahead, and ways to navigate it.

For most people, all the terminology surrounding things in the financial space can be quite daunting. Let's take some time and discuss all there is to know about managing drawdown, and the pro's and con's of living and life annuities.

Solving offshore asset problems while winding up an estate.

Deciding whether to cancel your life insurance when your bond is paid.

Ways to make sure that you are properly set up for the future.