Introduction Last week I had a meeting with a new client, he is extremely astute and understood the economics of South Africa as well as investments offshore. His concerns though arose from the currency devaluation of the South African Rand to the dollar and how much it depreciates any South African Equity Portfolio when compared to its dollar-denominated US Equity…
Shariah-compliant investing in South Africa is more than just about adherence to religious principles. It’s about conscious investing, promoting ethical practices, and contributing positively to society. It allows Islamic families to create wealth without compromising on their faith and values.
Ah, global events – they’re like those uninvited guests at a party who always seem to have a knack for stirring the pot. And just like our uninvited guests, global events have a way of shaking things up, especially when it comes to our investments. Being a savvy South African investor, I’ve learned that managing the impact of global events…
“…everyone and their giddy aunt can be a stock trader…”
One of the most commonly used instruments in retirement planning is the Retirement Annuity or “RA”. It offers a host of benefits but most commonly understood is the benefit it provides in the rebates on submission of your annual tax returns. Even though these benefits are great, the main objective of a retirement annuity is not to provide rebates, tax…