by Costas Souris | Mar 20, 2026 | Financial Planning
Trusts today Still Relevant or Time to Rethink? For decades, trusts have been positioned as the cornerstone of estate planning in South Africa. They have been sold as protection, tax efficiency, and generational continuity — and in many cases, rightly so. but the...
by Costas Souris | Mar 5, 2026 | Financial Planning, Fixed Income
The Income-on-Income Strategy Earning in Euros, Living in Rands South African investors increasingly recognise that the currency you earn in can be as important as the return you earn. From 2026, exchange control rules allow R2 million per taxpayer per year to be...
by Costas Souris | Mar 5, 2026 | Financial Planning, Fixed Income
Insured Litigation Funding – Predictable Fixed Returns Not every investor wants to ride the waves of markets. Most investors are satisfied with returns that beat inflation and bank deposit rates. It can also be said that most investors prefer certainty, particularly...
by Costas Souris | Mar 5, 2026 | Financial Planning
Financial Freedom by 50 If you are between 30 and 40 years old, or you wish to save towards education, or that yacht, your greatest financial asset is not your salary or your business It is time You have something previous generations rarely had in abundance: a 15–25...
by Costas Souris | Mar 5, 2026 | Financial Planning, Fixed Income
Hard Assets: U.S. Industrial Property In an increasingly uncertain world, investors are quietly rediscovering something simple and powerful: real assets that produce reliable income. While financial markets swing between optimism and fear, warehouses, logistics...
