Month: January 2023

Quick Comparison Between Asset Classes

Here is a quick comparison between the risk and return potential of equities (stocks), bonds, property, annuities, and fixed deposits ✍🏼 Equities (stocks) generally have the highest potential for returns over the long term, but also the highest potential for volatility...

6 STEPS to Ensure Wealth is passed down from One Generation to Another

💡Develop a strong financial foundation: This can include saving, investing, and building a diverse portfolio of assets. 💡Create a financial plan: This can include setting financial goals, creating a budget, and identifying sources of income and expenses. 💡Make informed financial decisions:...