WEALTH ECOLOGY

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Client Voyages

It's too late - I'm going to fall off a cliff

Tim had led an interesting life. As a highly respected quantity surveyor he had had his own practice initially, but for the last 10 years he had worked for a large corporate, earning a good salary and contributing to the corporate’s pension scheme.

Client Voyages

The entrepreneurial trap… all my eggs in one basket

Louise (54) is an entrepreneur with a highly successful, cash-flush company –with her (3rd) husband Frank. Louise, Frank and two other partners own the company (valued north of R80m). She has 2 grown children, one from each previous partner and a younger child with Frank.

Client Voyages

My nest egg is shrinking… what can I do?

David (72) has accumulated a decent share portfolio during his lifetime as an entrepreneur, never having much truck with pensions and the like. When he sold his company, that capital was also turned into local and offshore share portfolios, with the intention of living off portfolio dividends for retirement.

Client Voyages

I’m emigrating… now what?

Kerry and Hank (mid 50s) have made the decision to move overseas. They have both got jobs set up in Dubai in the next year (where permanent residency is unlikely). They intend to move into Europe later and retire outside of South Africa.

Posts

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The information provided on this platform is for general informational purposes only and does not constitute financial advice. While we strive to provide accurate and up-to-date information, it may not be suitable for your specific financial situation or objectives. You should not rely on the information presented as a substitute for professional financial advice.  We recommend consulting with a qualified financial advisor or conducting your own research before making any financial decisions. We do not guarantee the accuracy, completeness, or timeliness of the information, and we are not liable for any financial losses or damages resulting from actions based on the content provided here.  Use the information at your own risk, and always exercise due diligence when making financial decisions.

Newsletter – Week 42 2024 – Waiting game – US Elections too close to call

Some unconventional thoughts on wealth and risk management

Newsletter – Week 41 – Treading water waiting for a US outcome

Newsletter – Week 40 2024 – Is the Chinese Panda awakening from it’s hibernation?

Wealth creation is a balancing act – just keep the plates in the air

Newsletter – Week 38 2024 – Dropping at last!

Newsletter – Week 37 2024 – We should see an interest rate drop in the US this week

Wealth traps waiting for unsuspecting entrepreneurs

Newsletter – Week 36 2024 – Can the US markets sustain another 2 months

2 Pot Retirement System Demystified

Newsletter – Week 35 2024 – Markets still running hot

Being the grown up – ensuring your legacy stays bright

Newsletter – Week 34 – Looking ahead to US economic policy

Dealing with old age and dementia with regard to investments

Newsletter – Week 33 2024 – That wasn’t pleasant!

Weathering the storm

Newsletter – Week 32 2024 – Carry-trade after shocks ahead?

Pruning your wealth farm

Newsletter – Week 31 2024 – Signs of cooling?

Newsletter – Week 30 2024 – Politics still front and centre

Newsletter – Week 29 2024 – Its been an interesting week

Newsletter – Week 28 2024 – US inflation coming down – now for interest rates?

Should you change your investments with changing politics?

Newsletter – Week 27 2024 – Election season globally in full spate

Newsletter – Week 26 2024 – Econo-politics – global and local uncertainty

Newsletter – Week 25 2024 – Market Euphoria in expectation of better things

Newsletter – Week 24 2024 – The Economics of Elections

Newsletter – Week 23 2024 – Election volatility rules

Newsletter – Week 22 2024 – Election turmoil globally

Newsletter – Week 21 2024 – Commodities on the rise

Newsletter – Week 20 2024 – US markets hot new highs

Newsletter – Week 19 2024 – All quiet on the voting front

How does diversification add resilience?

Newsletter – Week 18 2024 – Higher for much longer?

Why you need a holistic view of your wealth ecosystem

Newsletter – Week 17 2024 – Confusing times

Blame your Biases when your investments go wrong

Newsletter – Week 16 2024 – Is the US market topping out?

Why do I need a Financial Advisor?

Newsletter – Week 15 2024 – Inflation still sticky

Newsletter – Week 14 – Have interest rate cuts stalled?

Costs, Fees and Commissions – how do these impact your investment?

Newsletter – Week 12 – AI still calling the shots

Newsletter – Week 11 – Is US inflation really coming down?

NHI – biggest threat to your wealth (and what to do about it)

Newsletter – Week 10 – Can the US economy stay strong ’til November

Newsletter – Week 9 2024 – Treading water until the elections?

Retirement is changing – what is the new normal?

Newsletter – Week 8 2024 – Budget fallout

Locking-In Interest Rates

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