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Why Investors Spend More Time Choosing Holidays Than Structuring Wealth

By Frank Daubenton, CFP ® Most people will spend weeks planning a holiday. They compare destinations, read reviews, consider risks, evaluate costs and think carefully about the experience they want. Flights are researched, accommodation is scrutinised and alternatives are weighed up. The decision-making process is often deliberate because the outcome feels immediate and tangible. Yet[...]
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What financial planning actually means

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Many people hear the words “financial planning” and immediately think of investments. They picture unit trusts, retirement funds, market performance and charts showing whether their money has grown. Investments are part of financial planning, but they are only one part. Real financial planning is about connecting your money to[...]
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What does diversification actually mean in your investment portfolio?

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Diversification is one of the most common principles in financial planning. Most investors have heard the phrase, “don’t put all your eggs in one basket.” It is simple, familiar and true. But it does not fully explain what diversification means when you are building an investment portfolio. True diversification[...]
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How Our Clients Gained Exposure to SpaceX

By Frank Daubenton, CFP® SpaceX is one of the most talked-about investment opportunities of the current decade. It has evolved far beyond the image of a startup, becoming a strategically important business in aerospace, communications and internet infrastructure through initiatives like Starlink. Yet despite its prominence, SpaceX remains unlisted, which means investors cannot simply buy[...]
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