How mortgage rates affect your financial planning

by Bill Monty | Mar 19, 2024

In 2023, the cost of living was on the rise and affecting investors at a global level and one of the most significant shocks to household budg...

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South Africans in the UK: How to get a UK mortgage

by Bill Monty | Jun 8, 2022

When you first arrive in the UK from South Africa and wish to buy a property, the UK mortgage landscape can be confusing. We break down everyt...

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Family income benefit: Protecting your children when you’re gone

by Bill Monty | Sep 1, 2021

Do you worry about how your children will be provided for should you pass away? Are you concerned about how their education will be paid for w...

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Do you know how much you really need to retire?

by Bill Monty | Apr 9, 2021

Saving for retirement is a bit like aiming at a moving target. How much should you be saving right now? How do you know if you’ll have enough?...

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What an investment philosophy is and why you need one

by Bill Monty | Sep 10, 2020

In my previous article, I focused on volatility and why you shouldn’t fear it. In this article I would like to take a step back and focus on t...

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Don’t fear market volatility – plan for it instead

by Bill Monty | Jun 16, 2020

Current events are putting strain on global markets and causing unpredictable daily returns and losses. It can be tempting to act quickly, but...

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