Insights
Investing
Tips and insights to help you invest with confidence.
28 September 2022/Market Update
Shares sliding again – what’s driving it and is there any light at the end of the tunnel?
Share markets are back under pressure. Here’s what’s driving it and whether there’s light at the end of the tunnel.
20 September 2022/Investing
Investing under uncertainty
What is the essence of successful long-term equity investing? It’s embedded in the right focus – on things we can control and things that matter. It means basing our investment policy on our financial plan as distinctly…
26 August 2022/Market Update
Cashflow remains king
Whilst cash transactions may soon be a thing of the past, the old saying cash is king hasn’t gone anywhere. Cash reserves and cashflow are front of mind for us planners when reviewing our client’s investment plans and…
27 July 2022/Market Update
What to expect moving forward after world financial markets fell early this year!
Falling bond and share values have pushed medium-term return projections higher. Here’s what investors can expect moving forward.
27 June 2022/Market Update
Loyal to a fault
It may be an admirable trait in personal relationships, but in the world of lending, loyalty can come at a cost.
12 May 2022/Investing
5 useful charts on investing in times of uncertainty like the present
Five key investment charts to help investors stay focused during times of market uncertainty.
16 February 2022/Market Update
SFP investment outlook Q&A – February 2022
Inflation will slow but remain elevated. Here’s our Q&A on the investment outlook for 2022 and what it means for your portfolio.
22 October 2021/Financial Advice
The importance of retirement planning
Principal adviser and founder Bill Bracey explains the benefits of a good plan.
2 February 2021/Market Update
Seven key charts for investors to watch regarding the global economy and investment markets this year
Shares face short-term correction risk but should deliver solid returns this year. Seven key charts to guide investors.
1 February 2021/Market Update
Why invest and what principles to follow
Senior partner Michal Bodi explains the reasons we invest and investment principles we follow.
21 October 2020/Market Update
8 key learnings from 2020
Mainstream and financial media keep presenting us daily with the ever-present worry list surrounding investment markets that relates to economic activity, profits, interest rates, politics, etc. Or by the perennial…
1 September 2020/Market Update
Investment goal setting
Buying your first car, helping the children get a good education, enjoying a rewarding retirement.











