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, 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...
by Costas Souris | Oct 3, 2025 | Financial Planning, Private Lending
Bitcoin: An Opportunity for Generational Wealth For many new investors, Bitcoin feels intimidating. Headlines scream about “wild price swings” or “crashes,” and the word volatility gets thrown around like a warning label. But here’s the truth: volatility isn’t the...
by Costas Souris | Sep 19, 2025 | Financial Planning, Private Lending
The Evolution of Private Assets Alternative Financing The Big Shift in Investing For decades, the “60/40 portfolio” was gospel — 60% equities for growth, 40% bonds for stability. It worked well in a world of falling rates and predictable inflation. But the shocks of...
by Costas Souris | Apr 22, 2025 | Financial Planning, Fixed Income
Securing Quality of Life in a Disrupted World with Alternative Private Assets that Insure Passive Income In a world increasingly defined by uncertainty — economic instability, geopolitical tensions, rapid technological shifts, and market volatility — the quest for...
