Autus TeamAug 18, 20213 minIs the equity market expensive?"The market is expensive." - a remark I am often confronted with, and followed by the question: "Should I sell my shares (equity...
Christo MalanJul 9, 20213 minInvesting Offshore vs South AfricaWithout investing offshore directly, most South African retirement fund members and retirement annuity policyholders have approximately 30%
Autus TeamMar 12, 20213 min2021 Budget CommentaryFinance Minister, Mr Tito Mboweni, presented his latest budget speech on 24 February 2021. Focusing on the tax aspects of the budget...
Autus TeamAug 26, 20202 minPossible changes to Regulation 28Article by Allan Geldenhuys, CFP® Many Autus clients will be familiar with the term Regulation 28 which falls under the Pensions Fund...
Autus TeamJun 17, 20202 minCYBERCRIME ALERTKeep you and your family safe NEVER CLICK ON ANY LINKS IN AN EMAIL UNLESS YOU ARE 100% CERTAIN THAT IT WAS SEND FROM A TRUSTWORTHY...
Autus TeamJun 8, 20203 minWhen the going gets tough remain calm and investedHardi Swart, a Certified Financial Planner professional, is director of Autus Private Clients and Financial Planner of the Year 2019....
Autus TeamJun 3, 20202 minStock selection skewed to new-generation companiesFUND IN FOCUS: AUTUS PRIME GLOBAL EQUITY FEEDER FUND By Timothy Rangongo Publication: 4 June 2020, Finweek Magazine A four-pronged...
Autus TeamMay 29, 20202 min‘N ONSIGBARE VIRUS WAT ONS ALMAL RAAKWie sou aan die begin van die jaar kon raai dat ‘n onsigbare virus soveel fisiese, sosiale, en ekonomiese verwoesting kon saai? Die...
Autus TeamMay 29, 20202 minAN INVISIBLE VIRUS AFFECTED US ALLWho would have thought, at the start of the year, that an invisible virus would cause physical, social, and economic mayhem globally? For...
Autus TeamMay 11, 20203 minHow sacred is the 4% rule of thumb?Hardi Swart CFP® , Director of Autus Private Clients and Financial Planner of the Year 2019 Publication: 27 April 2020, IOL PLANNING...
Autus TeamApr 9, 20203 minTen steps to becoming an industry influencerHardi Swart CFP® , Director of Autus Private Clients and Financial Planner of the Year 2019 Publication: March 2020, Financial Planning...
Autus TeamFeb 20, 20204 minWhat to do before you say ‘I do’February is the month of love - what better time to discuss the serious side of romance? Choosing how you get married has financial and...
Autus TeamFeb 4, 20203 minAsset allocation crucial in your tax-free savings accountsArticle by Hardi Swart CFP® Publication: 2 February 2020, Business Live With tax season around the corner, it's a great time to dot your...
Autus TeamJan 10, 20205 min20 money resolutions to take into 2020Article by Neesa Moodley Interview with Hardi Swart, CFP® Publication: 31 December 2019, Moneyweb Personal Finance As we head into a new...
Autus TeamDec 20, 20193 minHow to give meaningful gifts this festive seasonArticle by Hardi Swart, CFP® Publication: 12 December 2019, Personal Finance PLANNING POINTS: The silly season is upon us, and despite...
Autus TeamNov 18, 20194 minFinancial planning for dementiaArticle by Hardi Swart, CFP® Publication: 12 November 2019, Personal Finance If you’re diagnosed with a degenerative brain disease,...
Autus TeamNov 12, 20194 minFarrell’s 10 rules about the stock exchangeArticle by Allan Geldenhuys, CFP® I recently came across an old print out of Bob Farrell’s ten rules about the stock exchange that every...
Autus TeamNov 12, 20194 minHow to survive the silly season financiallyInterview with Hardi Swart, CFP® by Nompu Siziba on SAfm Market Update with Moneyweb Publication: 11 November 2019, Moneyweb Avoid the...
Autus TeamNov 11, 20193 minMistakes the rich never makeArticle by Hardi Swart, CFP® Publication: 10 November 2019, Business Live Picture: Storyblocks Creating and sustaining wealth might seem...
Autus TeamOct 15, 20193 minAn offshore window of opportunity for investorsArticle by Hardi Swart, CFP®, Personal Finance, 14 August 2019 Most South African investors appreciate the need to invest offshore to...
Autus TeamOct 15, 20193 minManaging your parents' wealth takes tact, diplomacy and skillArticle by Hardi Swart, CFP® Publication: 29 September 2019, Business Live Very few people who experience the privilege of a long life...
Autus TeamOct 15, 20195 minHow to manage your parents’ finances when they no longer canInterview by Nompu Siziba with Hardi Swart, CFP® Publication: 3 September 2019, Moneyweb ‘Do not dictate to them… Always keep the...
Autus TeamOct 15, 20193 minDon’t rely on your home for retirement capitalArticle by Hardi Swart, CFP® Publication: 14 October 2019, Personal Finance Your home is your castle. Of course, it is. But don’t think...
Autus TeamOct 7, 20193 minNo one ever warned me of the financial implications of living with a disabilityArticle by Andrew Merryweather In 2006 I was involved in a brutal assault which left me paralyzed from the neck down. Thankfully through...
Autus TeamOct 7, 20192 min5 Retirement planning tips for the modern womanArticle by Marilize Opperman, CFP® 1. Be independent If you are in a relationship, married, or single; each woman should have their...
Autus TeamSep 10, 20194 minIt's risky to take financial advice from family and friendsArticle by Ntokozo Khumalo Publication: 5 September 2019, Sowentan Live Interview with Hardi Swart, CFP®, Financial Planner of the year...
Autus TeamAug 20, 20193 minConsult this check list when choosing your financial plannerArticle by Hardi Swart, CFP®, Business Times, 18 August 2019 From being swindled to being Financial Planner of the Year: Hardi Swart...
Autus TeamAug 13, 20192 minEMS alumnus receives ultimate financial planner awardArticle by Daniel Bugan Publication: 2 August 2019, Stellenbosch University Interview with Hardi Swart, CFP®, FPI Financial Planner of...
Autus TeamAug 12, 20194 minFinancial planning is not just about numbersArticle by Jonathan Faurie Publication: 12 August 2019, FA News Interview with Hardi Swart, CFP®, Financial Planner of the year 2019...
Autus TeamAug 12, 20192 minSA’s top financial plannerArticle by Martin Hesse Publication: 23 July 2019, Personal Finance Interview with Hardi Swart, CFP®, Financial Planner of the year 2019...
Autus TeamAug 12, 20192 minOur Managing Director receives prestigious award Article by Autus Team Hardi Swart, a Certified Financial Planner® and managing director of Autus Private Clients, has been named the...
Autus TeamDec 17, 20183 min5 Things to consider before purchasing your dream homeArticle by Hardi Swart, CFP® Owning residential property forms part of many South Africans’ goals. Buying a house is a weighty...
Autus TeamDec 16, 20182 minThe fundamentals of Estate and Legacy PlanningArticle by: Hardi Swart CFP® There is a misconception that estate planning is only for wealthy individuals. Estate planning should form...
Autus TeamDec 5, 20181 minAutus represented at prestigious financial planner of the year awardsThe Financial Planning Institute of Southern Africa annually hosts the South African Financial Planner of the Year Awards. The highest...