“The process of getting money from South Africa to an outside location offshore,” Ruark Pepler. There are two main ways to invest money offshore: the first is via discretionary allowance and the second is through a tax clearance. Machrie has a long and established history with helping our clients move money offshore in ways that...
How do you measure financial success?
In a recent article from Morningstar, they raised two excellent points about measuring financial success. Like so many of us, Morningstar believes that great investing advice means understanding our hopes, dreams, and ideals to determine what really matters. It doesn’t just focus on the finish line — it focuses on the journey. Great advice can...
What is diversification?
“The purpose of diversification is to reduce your overall risk,” Ruark Pepler. It’s well known that it’s unwise to put all our eggs into one basket, and when it comes to investing, diversification is how we do that! To put all our savings into one investment vehicle or a money market account means that our...
Learning leverages healthy decisions (2/3)
“I am always ready to learn, although I do not always like being taught.” Winston Churchill So often, after about 12-14 years in conventional schooling systems, all we want to do is “get out”! There are exceptional educators out there who take time and energy to nurture not only the minds of their learners but...
