What an incredible year 2022 has been! Inflation running, interest rate pumping, Ukraine invading, KZN flooding, lockdown ending, markets shaking, time for leaving, on holiday that is. Each person I chat with is weary after a year where many of us were able to really stretch our legs once again for the first time in a few years!
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F&A is expanding! It gives me great satisfaction to finally welcome Branden and his team to the F&A table! Branden and I share a deep sense of purpose when it comes to caring for and making a difference in people’s lives. Amongst other qualities, his sense of duty is one of the main reasons I asked Branded to join me on my journey of building a world class, professional advice practice.
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What is the likelihood one can call important events with any degree of timing and accuracy, to the extent it could meaningfully move one’s investment portfolio? A difficult pursuit, no doubt! In my view, this is not the actual challenge. You see, very little can be done to sway these external tides. Too much is outside of our control. So, what is in our control?
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Running wealth management strategies means we spend a good chunk of time discussing money and what it does for us. And the what it does for us is the crux. This tool called money needs to be managed in a way that compliments and empowers us. And so it sits with us to understand our habits and our routines. Therein lies our opportunity!
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It is interesting to consider how many times plans change or adjust. Not that they change wholly, but rather that you cannot predict how everything will play out, alongside not being able to control everything. I like to build plans that can adapt, that gives many options and outs, without total risk of failure.
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We are finding a really sound rhythm following the pure quantum of change we all got slapped with in the past year and a half. All calls we make are with sustainability in mind! Interestingly enough, business over the period is up nearly 25%, putting us in a fascinating position. I have paid special attention to shortfalls in the business and have worked hard to resolve the following…
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