top of page
Search


The Story of Ron Wayne: A Lesson in Focused Investment
I like reading, and the other day I read part of his biography of Mr Ron Wayne. and the fact that he was one of the Apple Co-Founders...
Aug 27, 20242 min read


Celebrating Women's Day: The Vital Role of Women and the Importance of Comprehensive Insurance Coverage
As we approach Women's Day on the 9th of August, it is a time to celebrate and recognize the indispensable role that women play in our...
Aug 7, 20242 min read


Tax Season, Interest Rates on Hold, and High Risk Vehicles
In our blog today, Tax season this year and interest rates lets unpack it. 2024 Income Tax Season The 2024 income tax season is now...
Jul 18, 20242 min read


Understanding the 2023 Claim Statistics – Ensuring You Have Enough Coverage
The recent publication of the 2023 claim statistics by major insurers in South Africa offers valuable insights into the trends and...
Jul 2, 20242 min read


The Importance of Adequate Retirement Savings
I was reading the open letter that Blackrock recently published, and what caught my attention was the fact that they highlighted some...
Jun 13, 20243 min read


Annual Financial Planning Reviews, and why we do them
As a Financial Planner, I have a passion for helping clients with the best possible solutions to achieve their goals, and protect the...
May 22, 20243 min read


Understanding the National Health Insurance (NHI) Bill
Today, the President is poised to sign the highly contested National Health Insurance (NHI) bill into law. While this marks a significant...
May 15, 20242 min read


Frequent Questions Asked About Investing: Unpacking the Basics
In our blog post we unpack frequent questions asked about investing as we do get them often and we thought to provide you with some basic...
May 13, 20242 min read


Investing into Local or Offshore Equities
In today's discussion, we'll delve into the dynamics of the South African economy in comparison to offshore markets. Now please remember...
May 7, 20242 min read


Understanding fixed deposits
Fixed deposits are savings vehicles that investors can use to grow their wealth which offer stable, predictable returns over a specific...
May 4, 20242 min read


A Guide for Retirement
Uncover the secrets to a secure retirement in South Africa. From the 4% rule to retirement age, this guide has everything you need to plan.
Apr 30, 20242 min read


Understanding Life Insurance in South Africa
Life insurance is a crucial financial tool that provides protection and peace of mind for you and your loved ones. Whether you're just...
Apr 29, 20243 min read


Safeguarding Your Financial Future: The Importance of Retrenchment Cover and Investments
Safeguard your financial future with retrenchment cover and investments. Protect your income against retrenchment.
Apr 24, 20242 min read


Health = Wealth! Nutrition is part of your wealth
Discover the link between health and wealth at Wallstreet Financial Services. Nutrition is part of your wealth - learn how to prioritize you
Apr 18, 20242 min read


Social media: Women's claim to R21 million
How are beneficiaries paid out from Life Insurance, and then Pension Fund benefits
Apr 12, 20243 min read


Stay Vigilant: Protect Yourself from Cybercrime
In an era where technology intertwines with our daily lives, the threat of cybercrime looms large. From phishing emails to sophisticated...
Apr 9, 20242 min read


Optimize Returns: Portfolio Diversification Using All Asset Classes
Discover the art of portfolio diversification using all asset classes. Navigate the financial seas with a well-balanced approach to optimize
Mar 14, 20242 min read
bottom of page