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2024
4 Essential Tips for Medical Aid Option Selection – November 2024
The season of medical aid increases is upon us, and as a medical aid member, it’s time to make some decisions for 2025. With industry-wide increases ranging from 7% to as high as 12% (depending on specific options), evaluating your medical aid plan and coverage has never been more critical….
Tax Saving Strategies at Retirement – 3 of 6 – October 2024
Considering that South African equities make up only approximately 0.5% of global investable equities, diversifying one’s investment portfolio into markets outside of South Africa would benefit most investment portfolios.
Hiding Fees in Plain Sight – September 2024
My most “successful” LinkedIn post this year was a mini exposé on expensive retirement annuity products. I got permission from a client to use their detailed statements to show how a gimmicky retirement annuity they were invested in was still exorbitantly expensive even AFTER they received their “reward / bonus / booster / fee refund”…
Tax Saving Strategies at Retirement – 2 of 6 – September 2024
In this video, Munaf Mukadam, CFP® discusses the tax saving strategy that involves a retiree drawing their retirement income from two sources – Discretionary Funds and Compulsory Funds.
Johannesburg Investment Conference – August 2024
The Annual Investment Conference held in Johannesburg in August 2024
Tax Saving Strategies at Retirement: 1 of 6 – August 2024
Optimal tax planning at retirement can have a significant impact on a retiree’s financial position at retirement. In South Africa, the majority of retirees’ require…
Keyman Insurance: Protecting your business – August 2024
South African businesses are under several pressures including fierce competition in a stagnant economy, regulation, deteriorating
infrastructure etc.
Achieve Financial Wellness & Peace of Mind: 10 Financial Tips – July 2024
Achieving financial wellness and peace of mind involves adopting practical strategies that ensure stability and growth. Here are ten basic tips to help you…
Winding up an Estate in South Africa – June 2024
Winding up an estate in South Africa is a meticulous process governed by the Administration of Estates Act 66 of 1965. It involves the collection…
Shari’ah Funds Explained – June 2024
There is a common assumption – that Shari’ah investment funds generally under-perform non-Shari’ah investment funds. While, this may, arguably, hold some truth…
2024 South African Election: Market Dynamics and Historical Context – May 2024
As expected, election “rhetoric” has taken central stage leading up to the 2024 South African election, by all accounts likely to be one of the most contested…
Travel Insurance: how to make sure you get the best rate, and the best cover – April 2024
When planning a holiday, the last thing you want to think about is the things that could go wrong.But things do go wrong – so travel insurance should be on your to-do list….
Hedge Funds – April 2024
Gradidge-Mahura’s Wealth Manager, Munaf Mukadam speaks about Hedge Funds.
Understanding the death claims process for retirement funds – March 2024
Dealing with death can be a long, difficult and stressful process. In addition to the emotional impact, there are financial implications. An experienced Wealth Manager…
Interest Rate Insights – February 2024
Some insight into the interest rate
2022
Are investors missing out by waiting for “the Rand to recover against the Dollar”? – October 2022
The strength of the US Dollar over the past six months has caught many off guard. Our own Rand has gone from R15.90/$ on 1 January 2022 to R18.21/$ at the time of…
Gradidge Mahura Investments: Volatility – September 2022
Markets are unpredictable. This short videos gives you a basic understanding of volatility.
Is the Old Mutual Bula Tsela deal worth considering? – September 2022
A look at the public offer, which sees the insurance giant offering 1.3% of the company to qualifying black South Africans.
Your Last Will and Testament – September 2022
Your Last Will and Testament is one of the most important documents that you will ever draft, as it represents the final…
Retirement Obstacles – July 2022
Helping you identify and manage the obstacles potentially preventing you from reaching your retirement goals.
Half Year Market Review – July 2022
It has been an eventful six months since 1 January 2022. On the global side the key events affecting markets…
Risk Estate Planning – May 2022
The past three years has brought home the importance of risk planning in spectacular fashion. The sheer destruction and hardship brought on by the COVID…
Russia Invades Ukraine – February 2022
Russian President Vladimir Putin ignored global condemnation and cascading new sanctions as he unleashed the largest ground war in Europe since World War II…
Retirement Annuity – February 2022
At retirement, a maximum of one-third can be paid out as a cash lump sum to the member, with the remaining value being used to purchase an annuity…
2021
Annual Investment Conference – November 2021
The Annual Investment Conference focus on 3 aspects: Personal Financial Planning, Local & Global Economic Outlook, Local & Global Investment Markets
Gradidge-Mahura Investments wins the FPI Approved Professional Practice™ of the Year 2021 – October 2021
The annual awards ceremony was hosted on 25 October 2021 where several industry award winners were announced. After making the second round of the inaugural…
The 10 Year Difference – September 2021
It has been fascinating to watch the birthday celebration of Iris Apfel, born 29 August 1921 turning 100 in August.
Another Addition to the list of Famous seconds – July 2021
Who came second in the 1992 Olympic Games in Barcelona to Linford Christie? We should know this as South Africans…
The 8th Wonder: Compound Interest – July 2021
Understanding the effects of compound interest.
Fiscal and monetary responses to COVID 19 – March 2021
While markets have largely moved on from the crisis, many economies…
Emerging Markets as an investment destination – March 2021
How does South Africa fit into the broader emerging market context. Should South Africans consider other emerging market opportunities.
Section 12J Investments – February 2021
SARS introduced S12J investments in 2009 to attract funding for the venture capital sector in particular. Section 12J is an investment tax incentive designed to create jobs…
2020
The Nuts & Bolts of the US Election – October 2020
The US electoral system is complicated. This is a very informative presentation by Kevin Lings, explaining the process and voting power that will play out…
Annual Investment Conference 2020 – October 2020
Gradidge-Mahura Investments host their 2020 Annual Investment Conference online. Steve Watson, Investment Marketing Director at NinetyOne Asset Management, speaks…
Discussion with Deputy Reserve Bank Governor, Kuben Naidoo – July 2020
A discussion with Deputy Reserve Bank Governor, Kuben Naidoo, to understand the economic impact of COVID-19.
Macro Economic Update – May 2020
Kevin Lings provides a macro economic update as at May 2020
COVID-19 Snapshot – May 2020
Kevin Lings provides a COVID-19 snapshot as at May 2020. 1. Numbers in terms of the spread of the coronavirus. 2. Update on how the major economies are…
Economic impact of COVID-19 – April 2020
While we are all focused on getting through the current lockdown period, it is helpful to consider the global and local economic…
Tipped for success – February 2020
From the dusty streets of Mahikeng to the boardrooms of Johannesburg, Kagisho Mahura, CFP® has made history as co-founder of GradidgeMahura…
2019
Who should I tell about my Crypto’s? – March 2019
The question many investors could be asking is where to from here? Even though most of the hype and speculation focus on the investment case for or against…
2018
Gradidge-Mahura Investments: 2018 Top Wealth Manager – July 2018
Gradidge-Mahura Investments dominates the annual Top Private Banks & Wealth Managers Survey. In what can only be described as a fairy tale, Gradidge-Mahura…
Intellidex Top Private Banks & Wealth Managers 2018 – July 2018
This year’s survey marks the seventh anniversary of this rigorous review of private banking and wealth management services in SA. The results stem from…
2017
Intellidex Top Private Banks & Wealth Manager Awards – November 2017
Top Choice as Wealth Manager awarded to Gradidge-Mahura Investments.
POWERHOUSE – Destiny Man – July 2017
Less than a decade after its establishment,
Gradidge-Mahura Investments now
manages more than R700 million in assets.
2016
Gradidge-Mahura Investments approved as a Professional Practice – September 2016
The accreditation came after an extensive due diligence process by the FPI over a period spanning 6 months.
Gradidge-Mahura Investments excels in the 2016 Top Private Bank &
Wealth Manager awards – August 2016
Gradidge-Mahura Investments put in solid performance at this year’s awards. The company was ranked 3rd in…
Brexit Note – June 2016
Last night Britons voted to leave the European Union. This morning markets around the
world responded quite significantly…
The Discovery Recurring Dollar
Endowment Plan – June 2016
Discovery recently launched an endowment plan which allows clients to invest offshore in US Dollars on a monthly basis…