March 2018


From the desk of Bertie Nel

From the desk of Bertie Nel
In today's world, the only constant is change and the first quarter was no different, with significant change in many sectors, including politics, legislation, regulation and the economy. Change presents an opportunity to use holistic and comprehensive financial planning for reviewing strategies previously implemented.Download

Investments

Dollars and Sense
Why are people irrational when it comes to matters of the purse? How can we nudge clients to make better financial decisions? A fascinating article from Dan Ariely, Duke University Professor of Psychology and Behavioural Economics and co-author of Dollars and Sense. Download

Leverage

March 2018 Edition
The latest issue of our Leverage newsletter, for all your technical and legal updates, including a look at the life of a legal adviser; discussion of the most recent budget; changes to the taxation of foreign pensions and insights into international estate planning.Download

Business Assurance

Momentum Business Assurance Manual
The manual has put useful information concerning the financial risks facing a business into a user-friendly format. Each chapter covers a different potential risk. In addition, legal and technical information is included to assist you in providing sound solutions for clients.Download