Stay Informed
Insights from London
Our Chief Investment Officer, Devin, recently travelled to London to conduct meetings with several of our global asset management partners. These direct engagements provided invaluable insights into current market thinking, portfolio positioning, and forward-looking strategies across a range of asset classes. The report below highlights the key takeaways from these discussions.
Access to Retirement Funds: Current vs Two-Pot
This blog post provides essential insights to aid in the creation of sound financial plans for your retirement funds. It outlines considerations that can help ensure your financial security in retirement, allowing you to make informed decisions for a sustainable future.
Retirement Planning in South Africa: Enjoying Your Wealth and Leaving a Lasting Legacy
Retirement marks the transition from accumulating wealth to thoughtfully enjoying and strategically passing it forward. It’s about making informed decisions that shape your lifestyle, enhance your financial security, and leave a meaningful legacy.
The Future of Wealth Management: How Technology and Innovation Are Changing the Game
When you think of wealth management, you might picture lengthy meetings, piles of paperwork, and complicated jargon. Thankfully, that's rapidly changing—especially here in South Africa. Digital innovation has revolutionised the wealth management industry, creating smarter, simpler, and more intuitive ways to manage your financial future.
Discovery Insure Specialists on the North Coast
At The Robert Group (TRG – Private Wealth), conveniently located in Salt Rock near Ballito on the KZN North Coast, we recognize that comprehensive short-term insurance is critical to any solid financial plan. That’s why we’ve partnered with Discovery Insure—one of South Africa’s most innovative insurance providers—to offer a range of short-term insurance solutions that can be tailored to your unique needs, lifestyle, and financial goals.
Maximize Your Tax Savings Before the Tax Year Ends
With the tax year ending soon, there’s no better time to reduce your tax bill by maximizing your contributions to your Retirement Annuity (RA) and topping up your Tax-Free Savings Account (TFSA). Read more about how these strategies can benefit you.