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.

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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.

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The importance of diversification and the dangers of the online guru

Administrator — Thu, 16 Apr 2026 16:21:34 +0000

In the world of investing, "diversification" is often dismissed as a defensive strategy that caps your upside. However, recent geopolitical volatility serves as a stark reminder of why a balanced approach remains the ultimate engine for long-term wealth preservation.

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War & your money

Administrator — Fri, 06 Mar 2026 16:00:27 +0000

The recent escalation of conflict in Iran (following the joint strikes on February 28, 2026) has sent ripples through global markets. While the theatre of war is far away, the "economic fallout" is landing squarely on South African shores.

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Trend chasing & your taxes

Administrator — Fri, 06 Feb 2026 15:41:51 +0000

Diversification spreads your money across these areas so that if one underperforms, others can help cushion the impact. The goal isn’t to be perfect every year – it’s to be more consistent over time.

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