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Alexander Beard
Alexander Beard Investment Options - June 2024
Please see the latest information and performance for our International Retirement Plan portfolios. Remember you can change your...
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Alexander Beard
Aug 231 min
Alexander Beard - South Africa : Monthly Fund Factsheet July 2024
Please see the latest Fund factsheets on our branded funds. Alexander Beard Income Wrap Alexander Beard Moderate Wrap Alexander Beard...
Alexander Beard
Jun 269 min
What the 2024 general election could mean for your finances
2024 has been called “the year of elections” with an estimated 2 billion people around the world heading to the polls. Voters in the UK...
Alexander Beard
Jun 203 min
Why a health cash plan could be a good alternative benefit to private health insurance for your business
As demand for private healthcare rises, health insurance will likely be a popular workplace benefit. Find out why
Alexander Beard
Jun 204 min
3 key reasons to update your estate plan as an expat
Every country has different rules around inheritance and some local laws may clash with your will. Here are three key reasons to update your
Alexander Beard
Jun 204 min
What is the retirement “tax creep” and how can you limit its effect?
The increase in the UK State Pension combined with frozen Income Tax thresholds has led to a retirement tax creep. Find out what this is and
Alexander Beard
May 155 min
Looking to work or retire overseas? Here are 9 practical moving tips
Moving can be stressful even when just changing houses in the same city, so when relocating abroad it’s important to try and make the...
Alexander Beard
May 154 min
What are “flexible benefits”, and how could offering them help your business?
In today’s workforce, it is not uncommon to have employees who are oceans apart from each other, sometimes literally. You may have...
Alexander Beard
May 154 min
How overcoming home bias could benefit your portfolio
“Stick to what you know” is a maxim that generally encourages familiarity and security in place of risk and adventure. However, when it...
Alexander Beard
Mar 263 min
A massive economic shift is coming
Francois Stofberg, Senior Economist at Efficient Wealth, says that the world is gradually shifting into a new economic mindset called...
Alexander Beard
Feb 62 min
Macro-economic outlook: 2024 growth likely double that of 2023
South Africa’s economic growth outlook for 2024, at 1.0% y/y, is stronger than 2023’s likely 0.5% y/y outcome, with 2024 expected to see...
Alexander Beard
Feb 61 min
Quarterly Newsletter - February 2024
Hi Everyone! A belated happy new year. As the year is just beginning, I don’t have a great deal to report, but we did start the new year...
Alexander Beard
Feb 63 min
Planning on buying a house in 2024?
Buying a house is a significant financial decision, and the process can vary depending on personal circumstances and the property market...
Alexander Beard
Feb 61 min
5 Questions To Ask Before You Invest
Recently, the UK’s Financial Conduct Authority produced the following helpful guidelines - 5 questions to ask before you invest To help...
Alexander Beard
Feb 62 min
Why Review Your Corporate Pension?
In the dynamic world of corporate pensions, regular reviews are not just beneficial; they're essential for the health and effectiveness...
Alexander Beard
Feb 62 min
Pensions – Useful Tips
Starting early with building a pension is probably the best financial decision you will ever make. There’s other considerations too,...
