Mauritz Oberholzer

Wills Month and Interest-Linked Investments

Administrator — Mon, 07 Sep 2026 17:17:42 +0000

Banks and money markets often feel safe and are relatively low-volatility, but these interest-bearing savings and investments are often the most expensive mistakes people make.

The post Wills Month and Interest-Linked Investments appeared first on Mauritz Oberholzer.

Thank You and Market Commentary

Administrator — Tue, 04 Aug 2026 09:53:26 +0000

Markets remain volatile due to the ongoing conflict in the Middle East and the overall uncertainty of the direction of US President Donald Trump.

The post Thank You and Market Commentary appeared first on Mauritz Oberholzer.

Hot Tips and Retirement Numbers

Administrator — Wed, 08 Jul 2026 07:08:51 +0000

Happy July, just like with the soccer World Cup, it is clear to us that predicting sure winners is very hard.

The post Hot Tips and Retirement Numbers appeared first on Mauritz Oberholzer.

Tax Season and Mid-Year Check-In

Administrator — Wed, 03 Jun 2026 07:28:39 +0000

As you might know, July marks the beginning of tax season, so today I will discuss some strategies you can use in June to get ready for July.

The post Tax Season and Mid-Year Check-In appeared first on Mauritz Oberholzer.

The Sandwich Generation and Smart Financial Structuring

Administrator — Tue, 05 May 2026 12:09:51 +0000

The "Sandwich Generation" refers to professionals balancing the financial support of ageing parents with the costs of raising children and securing their own retirement.

The post The Sandwich Generation and Smart Financial Structuring appeared first on Mauritz Oberholzer.