Naturally, a lot of people focus on building their wealth and maintain a certain lifestyle but often forget the importance of ensuring our children have a suitable financial understanding and responsibility. There are of course many problems that can seriously affect our children whether you have...
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You will often find in life that there are broadly speaking 2 different types of people; those that typically enjoy their 9-5 jobs, with the benefit of taking an annual holiday somewhere nice, but never really push their potential to the full limit, and then...
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As I have often said before, we all have the same possibilities and opportunities in life. So, the question is, what mistakes when trying to become wealthy are you making? It’s how we take action that defines our paths. I often talk about how to succeed in...
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Regardless of where you are going, as an expat or a local, it is critical to consider the “what ifs.” Most people do not think twice about financial planning for tomorrow, but it can be one of the most important decisions you make for your financial...
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Financial advisers and wealth management firms are working in an evolving industry that constantly responds to international financial services changes. To do justice to our clients, and deliver the world-class service expected of us, we need to constantly evaluate, monitor and improve our own performance....
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Would you be ready if you had become unemployed tomorrow? What if you lost your job tomorrow? Nobody wants this, and no one wants to talk about this. Trouble is, it’s our job to bring up these possibilities and make sure you’re protected. Say you’re on a...
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Are you in the market? If you are not investing in the stock market, you could be losing money. The fact is, the stock market offers one of the best ways to build wealth, no matter which market you invest in around the world. It...
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Insurers are making holidaymakers aware that if they post on social media announcing they are abroad it could invalidate their home insurance. We are seeing insurance companies increasingly rejecting claims made by clients who have been burgled whilst away on holiday if they have published on...
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Young people across the United Arab Emirates and Saudi Arabia are significantly more likely to be diagnosed with cancer than in countries such as the United States and the United Kingdom, according to a study. Almost half of new cancer cases in both countries are of...
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How stress levels are measured? “Stress is when you wake up screaming and you realise you haven’t fallen asleep yet” – Anon. It’s a well-known fact that insufficient sleep can have many negative influences on peoples’ lives. Sleep deprivation affects decision-making, heightens stress levels, and leads to...
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Waiting to start saving for retirement? You’re not alone. According to a survey from the Employee Benefit Research Institute, only 57 per cent of Americans are actively saving for retirement. The situation isn’t any better on the other side of the Atlantic. A study from...
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It’s time to invest. But, do you ask yourself 'how will I become a millionaire'? If you want to save until you earn a million, where do you start? Of course, you’ll need to focus on saving fast, saving as much as possible, and doing it...
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We all know what a regular financial review is, right? It’s a staple of the advisory and wealth management business. Once a year, every six months, or once a quarter, financial advisers sit down with their clients and debrief them on how on target their...
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Here’s a fact: In 2018, 121 people fell off Forbes’ “The World’s Billionaires” list. Backtrack a bit more, and you realise that over 70% of the names on that list in 1982 were no longer on there by 2014. So what went wrong? Possibly nothing. But...
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In the age of information, the answer to nearly any question is available at your fingertips. Want to know how to cook a particular meal or repair something in your home? All you have to do is get online and ask your question. You'll likely...
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Money causes stress. It's a fact of life. I believe money issues are the number one worry of expats. Why is money such a major source of stress? Experts say there are multiple reasons. One is the way money is viewed in society. For many...
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Retirement savings have often been overlooked by younger people, however, it's when you are young that you really need to start looking into it. A survey undertaken by unbiased.co.uk and AXA Life Invest confirms what I have always spoken about and have always known: that those...
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Are you a spender or a saver? The differences between the two can be profound. Savers can be obsessed with their nest egg and will go to great lengths to continue padding it, whether that means skipping vacations, forgoing a night on the town, or...
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In addition to my recent blog "What does being RICH come down to", I believe many millionaires are constantly on the move between countries looking for opportunities to better their lives and grow their wealth, according to a study looking at the wealthy and how...
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When you are considering investing your money, having a solid relationship with a financial adviser is not only ‘helpful’, it can be fundamentally important as well. Most investors depend on their financial adviser to provide them with information that can be crucial to their success...
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South African expatriates should not only understand the new expatriate 2020 tax laws, which endangers their foreign income but should also act if they want to avoid its dire consequences. This blog provides a thorough understanding and detailed update on South African Tax for 2020/2021. INCOME...
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The number of expats making financial plans in case of accident, illness or death saw a huge increase in 2020. The biggest increase was among under-40s. Almost three times as many people wrote their wills compared to 2019 - as many are reflecting more on our...
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- Expatriates & their Taxes Have you moved overseas? Chances are, if you’re reading this, you may be fortunate to be an expat in a low-tax jurisdiction. Congratulations, because taking income tax out of the equation frees up income for you to build a secure financial future. But...
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