World Savings Day

You too can be a saver Saving. Saving. Saving. One of the daunting words we are thrown at every now and then. On paper, saving seems pretty straightforward until the rubber meets the road and we realize it could be in the neighborhood of rocket science. See, saving money is one of the fundamentals of […]

Smart Money Moves during a Pandemic.

We held a Twitter Chat to discuss practical ways to stretch your finances this trying season. In case you missed it, here is the transcript of the questions you asked and the answers we shared: ON FINANCIAL PREPAREDNESS Question: How can I increase/optimize the financial resources available to me during this time? Response: Three things: […]

How to Have a Hassle-Free Christmas Travel Experience.

The most exciting thing about travel is the destination. That time off to just take in the sights and be around friends and family is priceless. The smart thing to do is to make sure this joy is not interrupted by the stress that comes with travelling by preparing well in advance. Whether it’s a […]

The Pre-Retirement Financial Planning Checklist You Should Consider

Imagine your  life away from the hustle and bustle  of your everyday job, taking in  that picturesque landscape, finally spending quality time with family or just taking in the memories of a life well lived. These are the things we dream about when we imagine our retirement. . However, how retirement ready are we? In […]

Why the future you will thank you for setting up a Trust.

“Put not your trust in money, but put your money in trust” – Oliver Wendell Holmes Sr. You’ve probably heard the term ‘Trust’ being thrown around a lot. So, what is a Trust anyway? A Trust is simply a legal arrangement that lets a third party, in most cases a trustee, to hold assets such […]

Catching up On Your Late Retirement Savings

What can you do to catch up on your retirement savings when you are on the opposite side of 40 without having saved enough for your pension? The good news is it’s never too late to begin. Sure, you may already have let the easiest and most secure path to retirement pass you by, but all is […]

Protecting Your Home From Burglaries During the Holidays

Finally, the long-awaited holiday season begins! This is a time to share gifts and laughter with family and friends. A time to travel to different destinations for well-earned vacations, because we’ve been working so hard throughout the year. And a time to travel home or upcountry to celebrate the holiday festivities with family. As exciting […]

Why You Should Diversify Your Investment Portfolio

Setting and maintaining strategic asset allocations play a very large part in long-term investment success. No matter how old one is or what goals they have, we believe that diversifying investment within different types of stocks, bonds, and other investments is a very strategic path towards achieving long-term investment success. Why diversify The goal of […]

MILLENNIALS AND MONEY: TAKING CALCULATED RISKS

From off road racing expeditions to suddenly quitting work on a slow day to start their passion projects, most millennials are known to be risk takers; risks that many of the people in generations would consider uncalculated. As a millennial striking a balance can prove to be tricky and almost unachievable But what if you […]

Demystifying Life Insurance

Imagine a mug that people pass up in the shop because they think it has an unusual design or lacks immediate appeal; Yet,  maybe it is more than just a mug: it has an inbuilt blender, or a temperature regulator to keep your beverage hot or an anti-spill suction mechanism to ensure you don’t spill […]