At Austen Morris Associates, we believe in empowering our clients with access to the world’s leading investment insights and solutions. That’s why we’ve partnered with Morningstar to create ‘CITRINE’. This is an investment range tailored for South African investors who are looking to grow and protect their wealth, both locally and globally.
Global markets extended their gains in October, as risk assets posted broad-based gains supported by resilient economic growth, an increasingly accommodative monetary policy backdrop and rising corporate earnings expectations.
For nearly three years now, South Africa has carried an uncomfortable badge of dishonour: inclusion on the dreaded Financial Action Task Force’s (FATF’s) ‘grey list,’ a register reserved for jurisdictions with ‘strategic deficiencies’ in their defences against money laundering (ML) and terrorist financing (FT). Last month, that stigma was finally lifted.
Global equity markets extended their gains in September, with many major indices reaching or approaching all-time highs.
When it comes to retirement, one truth stands above the rest: the sooner you start planning, the more freedom you’ll enjoy in the years to come.
For many South African families, education is one of the biggest financial commitments they’ll ever make. And with rising school fees and the cost of higher education escalating each year, the best time to start planning is always yesterday.
At Austen Morris Associates, we understand that choosing a financial advisor is rarely a decision based solely on numbers or portfolios. According to a recent study conducted by Morningstar, emotional drivers, like peace of mind, trust, and guidance, are just as significant as financial needs when it comes to hiring an advisor.