Please click button below to access the December Economic and Market Overview.
Investor Expectations vs Reality
Please click on the button below to learn more about the mismatch between investor expectations and reality. An article by Patrick Cairns for Moneyweb.
Synergy Market Overview - November 2019
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Mini Budget Paints a Bleak Picture.
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Synergy Securities - Market Review Sept 2019
Please click button below to view the Synergy Securities Market Review for both Global and Local markets.
Analytics Market Overview - October 2019
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Analytics Market Performance September 2019
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Analytics Market Overview - September 2019
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To all our Jewish clients - Shana Tovah
CRITICAL ILLNESS - SOME FOOD FOR THOUGHT....
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Sanlam - Product, Process and Industry News - Keeping you one step ahead.
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Critical decisions for S.A. economic prospects in the next 10 weeks.
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Synergy Multi Managers - Economic and Marketing Overview September 2019
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Synergy Multi Managers - Market Overview August 2019
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NFP Approved List of Portfolio's in Intl. USD as at 30th June available on Morningstar
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Morningstar Performance Figures as at 30 July 2019
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Nedgroup Market Index Returns as at 30th June 2019
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Synergy Multi Managers - July 2019 Market Overview
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Hollard Death Income Benefit
After death is something most people do not think about…..as it is NO LONGER their problem!
BUT, WHAT IF……
1. There are small children involved
2. Mother has always been a housewife with no income
3. A disabled child, not able to earn an income
4. Married in community of property, frozen bank accounts
These are just a few examples of where you can help your family after death.
Lump sum benefits are often paid out and within 3 years that beneficiary has reduced the funds to nearly zero, so why not leave an Income amount which keeps them financially stable without the risk of blowing a million or two rand on nothing important.
DEATH INCOME allows your client to leave an income to his beneficiary, a trust for his children or income to a housewife…….until he the life insured would have reached the age of 60, 65 or 70.
DEATH INCOME is also available as a 12 months or 24 month pay out…..to keep a family going until the Estate has been wound up.
Please click below to view more details on this benefit and let us know if you require any further information.
Analytics Consulting - BCI Conference 2019 - Global
Please click below to view the Analytics Consulting BCI Conference 2019 Global notes.