Ways to make sure your heart doesn’t rule when it comes to investing.

Ways to make sure your heart doesn’t rule when it comes to investing.

Emotional investing happens when we allow our hearts to rule our heads when it comes to managing our money and it’s rarely a good thing. Reacting to a sudden change in the markets, feeling stressed about your portfolio’s performance, or taking a risk because of a feeling can all derail the best-laid investment plans.

Three big myths about financial advisers.

Three big myths about financial advisers.

When it comes to managing your finances, you probably have some long-held beliefs about the best way to save and invest your wealth (as well as some ideas that are holding you back from making positive financial decisions). And some of these beliefs will centre around the role and purpose of a financial adviser.

How much should you really be saving each month?

How much should you really be saving each month?

You probably know that saving is an essential part of any stable wealth management plan, You need savings to help build up your finances for when you can’t work, provide a safety need in the case of an emergency, and help you to engage in wealth building activities like investment. A question that comes to mind when planning your savings strategy will probably be – how much should I be saving?

Five ways to establish an effective (financial) abundance mindset.

Five ways to establish an effective (financial) abundance mindset.

Financial abundance is the result of hard work, financial knowledge, and expert guidance. As part of investing in yourself and your wealth this year, it is also essential to cultivate a mindset of financial abundance – one geared to making the most of your wealth, today and into the future.


When should you start investing?

When should you start investing?

When it comes to the question of when you should start investing, you’ve probably heard the answer ‘right now!’ or ‘as soon as possible!’. And, while it is true that the sooner you start managing your finances correctly and investing, the more opportunity you are giving yourself for financial prosperity, that really is the most simple answer.


Let’s talk about investment diversification

Let’s talk about investment diversification

When planning a solid investment strategy, you’ve probably heard the term ‘diversification’ (along with other investment speak). Diversification refers to the simple principle of spreading your risk across various assets i.e. follow a “don’t put all your eggs in one basket” approach. While strategic investing does involve taking risks to allow for strong returns, it also involves reducing risk where possible in order to achieve your financial goals. And this is where diversification comes in.

Three effective ways to stop arguing with your partner about money.

Three effective ways to stop arguing with your partner about money.

Did you know that fighting over money is one of the main reasons couples split up? Money can be a highly contentious issue, especially when it comes to who earns, who controls the household budget and, more importantly, the attitude of the different parties towards wealth creation.

Five big investment terms you should know.

Five big investment terms you should know.

With careful planning, investment can grow your wealth and help to secure you and your family’s financial future. The goal is good but managing your investments effectively can be a challenge. Simply out, it requires active skill and expertise to get the most out of your money.

What being debt-free really means.

What being debt-free really means.

Despite a good position and steady salary, you might find yourself in debt and feeling the financial and emotional stressors of this state. In addition, many people believe that being in debt is just part of life, that it’s a sign of adulthood, or simply an inevitable trap once you start earning and spending.

Investment mistakes to avoid.

Investment mistakes to avoid.

Investment allows you to grow your wealth way beyond your salary or any basic savings plan. Investing can help you preserve your spending power, grow your capital wealth, and enjoy a long and prosperous retirement. This makes it an essential part of any solid financial plan.

How to place your child on the path to financial independence.

How to place your child on the path to financial independence.

Helping your children becoming financially independent in the long run is one of the best things you can give them as a parent who wants to see their wealth continue to enhance the lives of their children and grandchildren. There are many ways to help your children learn how to manage money but we’ve got a few ideas to get your started.

Talking investment: TRG’s Devin Shutte interviewed by The Financial Mail

Always learning from his experiences, excited about investing in the future, and open to new opportunities and conversations... that’s our very own Head of Investments, Devin Shutte. A long-term value investor, he invests with a view to the future profit growth of companies. 

How to help your parents financially.

How to help your parents financially.

In this day and age, people are living longer than ever before but not necessarily working for longer. This could leave them in a difficult position financially as the years roll by. If your parents are in this situation, this might also place you in the ever-growing sandwich generation – stuck between your aging parents and your growing children as the main breadwinner.

How to prepare your clients for 3 major life-changing events.

How to prepare your clients for 3 major life-changing events.

Life changes all the time and every individual will be affected by a series of expected and unexpected major life events, such as marriage, the birth of a child, divorce, the death of a spouse etc. When it comes to your clients, you know that you have to take a long-term view of their portfolio to ensure that their wealth is protected (and that it prospers) over time and through all these transitions. And that they can trust you to do so.

Be prepared for tax season this year with these top tips.

Be prepared for tax season this year with these top tips.

Tax season is upon us and every tax payer needs to be prepared. Filing a tax return can be a daunting task but, with the correct information and support, it doesn’t have to be. Up front, we’d say that if you earn an income and have a financial portfolio, you need to work with a reputable independent financial adviser to help you manage your finances and deal with concerns such as tax.

Three ways to build client trust this year.

Three ways to build client trust this year.

As an independent financial adviser, you understand that your business is built on your relationships with your clients and that a large part of keeping those relationships alive in the long-term is trust. That is what you are offering your clients and what they have come to expect from you.

Single working parent? Financial considerations for 2018

Single working parent? Financial considerations for 2018

Are you the sole breadwinner in your family? Do you have young children to support? Living off a single income (and ensuring you have enough to support your children through their educational years) can be challenging. The solution? Long-term strategic planning and the help of a reputable financial adviser.