Live your Legacy

Don’t just plan to leave a legacy after you die. With proper fiduciary structuring and investment planning you can live out your legacy
Fortune favours the forward thinking

In life we get only one opportunity at accumulating wealth and building a nest egg. Don’t wast it but have a plan and strategy that is yours.
Philanthropy

The test of our progress is not whether we add more to the abundance of those who have much; it is whether we provide enough for those who have too little.

Franklin D Roosevelt – 32nd president of US (1882 – 1945)

Millennial Career Choices: Where do passion, purpose and profit meet?

In the diagram below, “X” marks the spot! But very few of today’s millennial generation children get good advice in terms of post school educational curricular activities to find this holy grail of a perfect career choice. A career that is all of financially rewarding, somewhat enjoyable and something that you are reasonably proficient at. […]

THE JSE, WHAT NOW?

The JSE All Share (J203) index first broke through the 50,000 level during early June 2014. The 5,000 point rise from 45,000 to 50,000 had taken just under 6 months. Since then the JSE has breached the 50,000 level on three occasions, and only topped 55,000 once. For most of the last 3 or so […]

The Bitcoin Frenzy

The hot topic on every prospective investor or punter’s lips at the moment is “Bitcoin” or some other form of crypto currency investment. What has caused this feeding frenzy around Bitcoin and why is everybody now desperately looking for an angle with which to get exposure to this so called holy grail of sure profit? […]

TRUST: THE CURRENCY OF FINANCIAL ADVICE

Despite their strong convictions and a never-ending plethora of economic data, Financial Advisors cannot guarantee investment returns. This is true no matter what the economic cycle being experienced or the nature of the advice being given. Trust, is the true currency of financial advice and should be the main criteria that you look for in […]

Estate Planning: Get the details right!

Whilst it is good and proper that we should enjoy life and make the most of every opportunity that life presents us with, it is also a fact of life that the mortality rate for all of us is still at 100%. Getting your affairs in order before you die, or otherwise referred to as […]

Tony Barrett is a highly experienced and successful wealth management advisor who believes passionately that it’s not all about the numbers.