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ADVISORS FROM

PSG Wealth 

LATEST VIEWS FROM

PSG Wealth 

Highway to riches?

Investors and drivers often focus on matters that they have very little control over.

Offshore cash in a bank account: What is the risk, and can I do better?

Investors have become more risk-averse, and in doing so are seeking a conservative option for their offshore cash. However, they might be overlooking a few aspects.

Staying the course amid volatility

It's important to ensure you have the correct strategy in place, and then trust it.

Demystifying the two-pot retirement system: What you need to know

A look at the key changes and how they affect you.

Financial wisdom across generations: Tips for boomers, Gen X, millennials and Gen Z

Each age group faces unique financial challenges and opportunities. By learning from each other's experiences, we can make better financial decisions and avoid common pitfalls.

Navigating 2024: Can the elections worldwide affect my investment portfolio?

Political uncertainty is not related to the stock market and, consequently, to the strategy that needs to be followed with your portfolio.

If you get emotional about your money, you’ll likely lose it

Why emotional investing is perilous and how you can adopt strategies to safeguard your wealth.

Begin with the end in mind: Charting your path to financial freedom

Discover the steps to set specific goals, assess your financial status, and develop a comprehensive financial plan.

WATCH: Navigating offshore investments

Choosing the correct vehicles and the correct strategy is important.

The balancing act: Saving vs investing

Saving is about putting money aside safely, while investing aims for higher returns. A balanced financial plan incorporates both, ensuring stability and fostering growth.

Funding the future: Strategic education planning for South African families

Starting early with flexible investment options can help parents navigate the financial challenges of funding tertiary education for their children.

WATCH: Investing too conservatively may be your biggest risk

How the appropriate asset allocation can help you construct an 'all-weather' portfolio.

WATCH: How to plan for your golden years

It's never too early to start.

Mastering the market’s pulse

Behavioural finance insights from early 2024.

WATCH: Creating a tax-efficient investment portfolio

A look at structures that can help you optimise tax.

It’s a marathon, not a sprint

Investing, much like long-distance running, demands patience, resilience, and a well-thought-out strategy to reach the finish line in a position of strength.

Steering your business to safe harbours

In the dynamic South African economy, selecting the right business insurance policies is crucial for navigating unforeseen challenges and steering your venture toward sustainable success.

WATCH: Optimising Section 10C

This underutilised benefit can help you earn a tax-free income in retirement.

Money with a mission: Cultivating freedom and prosperity

Let's explore how to align our financial habits with our deepest convictions, enriching both our wealth and the world around us.

Navigating an ever more uncertain investment space

Some of the most chaotic economic times in history have shown that markets can recover and still grow in the aftermath – the same can be said of a resilient investment portfolio.

How frugal living can lead to increased wealth

Adopting frugality isn't about deprivation; it's a strategic step towards financial freedom and personal growth.

Securing your health and wealth: A financial guide to retirement medical costs

Estimates suggest that an individual might need around R3m in savings to cover 20 years of medical expenses, based on current premiums and inflation rates.

Trees of wisdom and wealth

A look at lessons that we can learn from nature.

24 ways to navigate 2024

Review your investment strategy from the get-go.

Maneuvering volatility and steering your investments to stay the course

How including low risk and low volatility assets (such as cash and bonds) will provide above inflation returns over the longer term.

Optimising tax as the financial year-end approaches

This can have a game-changing effect if done right. 

Living annuity vs a guaranteed annuity: Which is best?

The topic of a guaranteed annuity at retirement is becoming more relevant as security in this phase of life is imperative.

Optimising fixed income and your income tax in an uncertain environment

Investment portfolios are a very personal thing and should accommodate your personal needs and planning timelines.

Building a resilient long-term investment portfolio with the help of your advisor

How to think about investments during a volatile economic market, a recession looming, and a war in Ukraine.

Why a passive approach may be exposing you to more risk than expected

Passive investing has its role but it should definitely be analysed holistically within a portfolio.

How to double your portfolio

Asset allocation plays a critical role in achieving this outcome.

Offshore exposure: How we get it wrong

The human factor and our behaviour erode returns more than the market movement itself.

Financial planning for women: Are you optimising your annual tax benefits?

A three-step plan for a tax-friendly portfolio.

Debt or investments: Which should I prioritise in a high interest rate environment?

It's important not to prioritise one over the other throughout different economic cycles.

Creating generational wealth – tax-free

There are great benefits to starting a tax-free investment for your children.

SA’s multi-millionaires caught off-guard at death

Dollar millionaires will be subjected to scrutiny by Sars in respect of capital gains, and estate duty and executors will levy their fees on whatever passes through the deceased estate.

‘Buy (or at least hold) when there is blood on the streets’

Volatility is part of the nature of the stock market, but it is also required to ensure optimal returns over time.

10 reasons to invest in South Africa

Despite the uncertainties, opportunities await those who are willing to navigate the South African market with expertise and strategic insights.

Achieving the ultimate goal for any investor: financial freedom

A look at seven essential steps to help you achieve financial freedom.

Creating a tax-friendly retirement

A three-step plan to optimise a tax-friendly retirement environment.

One year closer to retirement

Reviewing your retirement plan at the beginning of the year can help to keep you motivated and focused on your goals.

Have you met your older, retired self?

One of the biggest challenges we face when it comes to planning for our future is the fact that we struggle to see ourselves as ageing.

Defining risk: Why you can stop worrying about a recession

There is a difference between risk and volatility, which is incredibly important to remember specifically when approaching your investment portfolio.

Optimising your tax benefits before the end of the tax year

There are only three-and-a-half months left to the end of the tax year, and therefore it’s imperative to start revising your portfolio again.

When the bear bites

In times like these, we need to take a step back, gain some perspective and look at the situation objectively.

Seven tips on how to plan financially as an entrepreneur

An entrepreneur's financial planning experience looks different to those who earn a salary.

Five things to remember when leaving your employer

Doing these will benefit you and your family.

Celebrating women and wealth: A few tips to becoming financially secure

It's important to take charge of your finances.

The more things change, the more they stay the same…

We tend to forget many of the cycles we are currently experiencing have happened before, and that things turned out okay in the end.

Stop trying to time the recovery of the market

The success of any resilient, all-weather portfolio lies in the waiting.

Five money tips every father should teach their children

Unconventional but valuable tips I learnt from my father, based on common sense principles proven over his lifetime.

Protecting your portfolio against the next pandemic, war, rising inflation, or debt crisis

Focus on long-term goals rather than short-term emotions.

What is the war doing to my portfolio?

A look at the average number of days it took markets to recover after each conflict provides perspective to remember the bigger picture.

Dealing with war

Coming out of an incredible 2021 in the markets both locally and offshore where we enjoyed double-digit returns, absorbing the current volatility is difficult and uncertain.

Express wealth creation: listed equities or financed physical property?

The difference between mortgaged physical property and listed equities is a lot smaller than one anticipates.

Ultra-trail running vs investing

What does running have to do with your investment portfolio? The answer is much more than you think.

Optimising your tax benefits before end of February

Now is the perfect time to review your investment portfolio to ensure you're optimising your annual tax benefits.

Missing out on the best days in the market

The importance of not timing the market and staying invested.

The power of preservation

And what else to remember when leaving your employer.

Can your financial advisor get you to the Olympics?

Quality financial advice is like a good coaching relationship, where the advisor assists the client in facing and overcoming their financial challenges.

SA proves to be resilient… in more than one way

Contrary to what many of us would expect, the JSE has outperformed – significantly.

Offshore investing: consider the tax, estate and continuity planning from the start

The reason we take funds offshore is generally to protect them – therefore offshore investments need to be done properly.

Never let a good crisis go to waste

How offshore investing can and should be done.

Can ‘South Africa 2021’ still surprise us on the upside?

Persistence, positivity, and patience will bring promising results in 2021.

21 financial tips to take into 2021…

For you, your family, and your business.

Financial considerations for expats

Are your SA portfolios taken care of?

Choosing a retirement annuity: what to look out for

Currently, only 6% of South Africans can retire comfortably.

Defining value amid the changing world order

Defining what value means to you will help you to better define if you have the right portfolio in place.

Rental income as part of your retirement income

Your retirement income and cash flow cannot rest on a 55% payment rate from tenants.

Why diversification is imperative in long-term investing

Diversifying minimises risk – always!

Constructing your portfolio is like choosing wine

Matching your investment options to your favourite blends.

Taking emotions out of investing

Having a financial advisor can ensure that you aren’t missing any blind spots.

Is Covid-19 giving us a taste of an unplanned retirement?

Many of us will only experience a wide-ranging adjustment like this again when we retire.

Covid-19 and the ripple effects

If we could turn back time…

Shirtsleeves to shirtsleeves in three generations

Key considerations for those who are interested in building intergenerational wealth.

Racing your retirement funds offshore

Investment considerations before externalising your retirement assets.

South Africa’s sure signs of progress

President Cyril Ramaphosa has made key board appointments at SOEs, appointed new heads in the justice sector, and secured investment pledges for SA.

Breaking the personal finance glass ceiling

Multiple studies have shown that when women do invest, they not only outperform the market, but in many cases also their male counterparts.

Put your financial advisor’s number on speed dial

There's much to be learnt from approaching your personal finances like you would a business’s finances.

Raise your game

Some coaching considerations to keep in mind that apply to both your sporting hobbies and investment plans.

Are millennials changing the world or making the same mistakes?

In failing to plan for their financial futures, they may be more like preceding generations than they'd like to admit.

Financial lessons from successful mega farmers

Many farms in South Africa are a clear example of long-term investment, everyday discipline and multi-generational planning.

Count your winters to, not during, retirement

Are your financial plans on track to set you up for a comfortable retirement? Time and investment returns wait for no one.

Structure your direct offshore investment correctly, from the start

Do your own research and approach emigration and externalisation of assets with exceptional levels of critical thinking, not based on emotions.

How to retire in South Africa post 2019

South Africans will need to increase their focus on tax-efficient investment.

The decision every parent must make, and would rather not

Considerations when appointing guardians for your minor child.

How cycling connects to better long-term investing

Biking to retirement: Start with small achievable targets and learn to ride the ‘investment bike’ over many years, long before retirement.

It will rain again – don’t try to predict, rather prepare

Important financial lessons learnt from the recent drought.
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