Latest Articles
South African Expat Tax Update 2024
South African expatriates should not only understand the newly implemented 2023/2024 tax laws, which aim at taxing their...
British Expats – please cancel your Premium Bonds now!!
“They are nowhere near as good as they used to be and now that you are an expat,...
Let’s learn quality control from manufacturing
Let’s learn quality control from manufacturing I’ve gone on record before saying the quality is never an accident....
Should you be bailing out your adult children?
More and more young people are relying on the bank of mum and dad. Between expensive education and...
EXPATS – How much should we be saving for our children’s education?
One of the main costs all parents should bear is education costs. For many families, saving money for...
The advantages of being an expat saver
One would think that if someone is travelling and working overseas for much of his or her career,...
Always opt for insurance cover
Insurance cover, and more importantly, the right insurance cover is a necessity in today's world. If I asked...
10 money mistakes anyone can make
The habits you form now will affect you for the rest of your life. Understanding the most common...
How Do Brits Improve Their Credit Score?
Let's talk about how you can improve your credit score... that said, before you start working on your...
When’s the ideal time to start thinking about retirement?
Thinking about retirement already? Chances are, if you’re reading this, you’re an expatriate in a low-tax jurisdiction. Lower...
How do banks profit from savings accounts?
How does your bank profit from savings accounts? Ever wonder why a bank pays you interest for the...
What does it take to become a millionaire from saving?
It’s time to invest. But, do you ask yourself 'how will I become a millionaire'? If you want...
Being ‘money aware’: How to plan sensibly for retirement
"Why do people spend on annual holidays rather than save for their retirement" I believe it would be...
Direct investing vs active financial advice
Further to a previous blog, I released, "Why relationships are so important to financial advice" I believe it...
Why relationships are so important to financial advice
When you are considering investing your money, having a solid relationship with a financial adviser is not only...
Expatriates: Taxes will still be there when you return home
Expatriates & their Taxes Have you moved overseas? Chances are, if you’re reading this, you may be fortunate...
The truth about the psychology of saving and spending
As previously mentioned in my blog "Spenders vs. Savers: How they can meet in the middle", I mentioned...
Spenders vs. Savers: Let’s meet in the middle
Are you a spender or a saver? The differences between the two can be profound. Savers can be...
How do you balance return vs risk?
Making the right investment decisions is something you can only properly do by fully understanding your own personal...
5 Excellent Reasons to start tackling your debt TODAY!
How to pay off debt is one of the most common questions I get asked as an adviser....
3 simple investment tips to avoid mistakes
Investment tips on how to avoid these 3 mistakes Oh, the stock market is on a downturn. Quick,...
Why the banks are guaranteed to lose us money
Where do you put your money? If you are like many people, you believe the safest, easiest option...
Money causes stress… do you know why?
Money causes stress. It's a fact of life. I believe money issues are the number one worry of...