As always, our in depth commentary rests within our quarterly's. Please keep an eye out for your personalised investment reports coming shortly. Grab a cuppa and enjoy!
Read More
Following the markets bottoming a year ago, circa 23 March 2020, many of us were deeply unsettled. Happily, the recovery has been superb, with double digit returns on all portfolios up to 31 March 2021.
Read More
A year ago, SA had announced its first COVID-19 cases, and by all accounts was gearing up to a response as it came to terms with a rapid spreading pandemic. Who knew what to expect?! This is how we handled this last year for our clients, and our business.
Read More
The second COVID wave in SA is swiftly reducing. Although there are mixed reports around South Africa’s acquisition and speed of distribution of the vaccine, it seems probable that this year should see a gradual return to normal. Globally, in jurisdictions with more rapid vaccine rollouts, this should be even quicker.
Read More
Following a valuable Financial Adviser career, my Dad, Pat Fleuriot, did what so many aspire to do – he ran it all and he did it with principle; to support those he loves and uplift those he worked with. He is unique in how steadfast he stands regarding his values and this laid the foundation for a magnificent legacy.
Read More