Delayed gratification

Delayed gratification By Lesley Hohne CFP®, Director – Sterling Private Wealth Compounding is the 8th wonder of the world, but it requires time to have a meaningful impact. Our attitude towards ageing is shifting culturally and that requires shifting in our financial plans. If we are going to be healthier and fitter for longer, our […]

Retirement Annuities For “Dummies”

Retirement Annuities For “Dummies” By Joanne Baynham CA(SA), CFA Associate Director and Wealth Manager As the tax year end looms large, several individuals are going to be persuaded to invest in a retirement annuity, but before you do so, please remember the pros and cons: Pros: A tax saving, based on your marginal tax rate. […]

It Is Not All About the Money

It Is Not All About Money By Graydon Morris, Founding Director of Sterling Private Wealth The concept of “investing” is often associated purely with financial pursuits and deferred gratification. It has become synonymous with growing a portfolio aimed at securing a future filled with affluence and financial comfort. However, this potentially one-dimensional interpretation of wealth […]

Options for Managing the Affairs of an Incapacitated Loved One

Options for managing the affairs of an incapacitated loved one. By Russell Gibson, BCompt, CFP®, Director Sterling Private Wealth The below piece was published in Moneyweb in April 2023 and I wish to again highlight this as it is extremely close to my heart with a family member and numerous clients currently in this position […]

Are Asset Allocators and Wealth Managers the New Rock Stars?

Are Asset Allocators and Wealth Managers the New Rock Stars? By Joanne Baynham CA(SA), CFA Associate Director and Wealth Manager During the 2023 December holidays, I had the privilege of taking some time out to read a few lengthy nonfiction books and I am so pleased I did, as I stumbled upon “Trillions” by Robin […]

Securing Lifetime Wealth Through Entrepreneurship

Securing Lifetime Wealth Through Entrepreneurship By Lisa Kaplan CFP® CIPM® Associate Director | Wealth Manager – Sterling Private Wealth Understanding your ability to create lifetime wealth from which you can draw an income during your retirement years requires holistic financial and strategic planning in your pre-retirement years – particularly if a sizeable asset on your […]

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