INSIGHTS FOR
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Expert Advice for
Financial Success

Here, you'll find a curated selection of articles from the leading service providers we trust, including Ninety-One Asset Managers, Glacier, Coronation, Allan Gray, OM Wealth, OMI, and Glacier International. Our content is updated regularly, bringing you the latest insights and analyses from these industry experts. Stay tuned for expert perspectives that will help you navigate the world of finance with confidence, and let us guide you through the process of staying informed.

AFFORDING THE LIFE YOU WANT AFTER YOUR LAST PAY CHEQUE

Start planning for retirement to maintain your lifestyle, save wisely and manage debt.

By Glacier READ MORE

THE MORE THINGS CHANGE, THE MORE THEY STAY THE SAME

Despite market changes, investor behavior is key. Stay invested, avoid biases, and focus on long-term gains.

By Ninety One READ MORE

SAVING TIPS FOR YOU NO MATTER YOUR AGE

Save for retirement at every life stage: start early, invest wisely, and plan for future income needs.

By Glacier READ MORE

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Testimonials

It has been a pleasure having Pauline and her team managing our portfolio for the last number of years. Her hands-on approach keeps us informed and updated on our money matters. She makes what could be a very stressful task of managing retirement funds seem effortless.

Shirley and Jimmy Sanby

In the mid-1990s, I was retrenched.  After settling the house bond from the pension pay out, I asked Pauline to invest the balance. Now three decades later and long retired I count myself as financially secure due to her wise and careful management of my portfolio. It is not too much of an exaggeration to say that without her help, my life would have taken quite a different turn, and I would now, at 77, be living in very different circumstances.

John Cooper

Always excellent service from Pauline.

Brenda Day

It is indeed a great pleasure for me to congratulate Pauline on 20 years of service. I have known Pauline for more than 20 years. We worked together as colleagues for several years at the NBS back in the day. Pauline has always been my Financial Advisor from back then and she will continue to advise me going forward. She has a wealth of knowledge after all her years of service. Pauline and her team have always provided outstanding and highly efficient service. All the best for your next 20 years.

Glenda Gagiano

Rest easier knowing my financial future is in order when I follow their advice.

Linda Noble