The past few months have been difficult for many South African investors, as most asset classes are in negative territory this year. The below performance chart is one of our favourites here at Harbour Wealth for a number of reasons, which we will discuss. Let’s first highlight a few key points by looking at the […]
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Change in VAT rate
The Minister of Finance announced (in the February 2018 Budget speech) that VAT will increase from 14% to 15% with effect from 1 April 2018. This is the first increase in the VAT rate since 1993. As a result, we would like to inform our clients that our annual Discretionary Fund Management Fee (inclusive of VAT) […]
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South Africa – Looking Forward to a Brighter Tomorrow
Our August 2015 Newsletter carried the above pictures and was based on the idea of divergent Scenario Outcomes discussed by Dr Frans Cronje, CEO of the Institute of Race Relations (IRR). Dr Cronje, in 2015, stressed that the South Africa of the future could be an extremely positive place. He pointed to the massive changes […]
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Melissa Dyer on UJ FM
Melissa Dyer, Head of Advisory and CFP® at Harbour Wealth, was interviewed live on UJ FM Radio Station on 22nd February 2018, on the topic: ‘A Millennial’s Guide to Smart Investing’. Did you know…Studies indicate that by 2020, millennials will form 50% of the global workforce and are expected to grow their wealth significantly […]
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Welcome to 2018!
2017 was certainly not a year without its ups and downs (more than you can possibly count if you hold bitcoins!) The year closed off with a shake-up in the political landscape, with the markets responding positively to the election of Cyril Ramaphosa as the new President of the ruling party, the ANC. The new […]
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As 2017 draws to a close…
As 2017 draws to a close, we would like to thank our valued clients for their continued support. The ongoing trust you place in us is the foundation of our success! Kindly note that our offices will be closed from Thursday 21 December 2017 and will re-open on Wednesday 3 January 2018.
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Staying Invested
Time Heals “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter Lynch These words from the enigmatic money manager, have stood the test of time, and will continue to hold true in the investment world, long after we have […]
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MELISSA DYER AT THE 2ND AFRICA STRUCTURED PRODUCTS AND ALTERNATIVE INVESTMENTS CONFERENCE 2017
In November 2017 Melissa Dyer was part of the Panel Discussion at the 2nd Africa Structured Products and Alternative Investments Conference 2017 addressing the role of Structured Products in diversifying and protecting clients’ investment portfolios.
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Delivering on Our Promises
Exploring the merits of the Harbour Advisory Investment Solutions Harbour Advisory (HA), trading as Harbour Wealth, is a fiercely Independent Financial Services Provider, determined to negotiate the most competitive prices, employing sound risk and investment principles, ultimately providing our clients with their desired objectives. Our experienced investment team pride themselves on their asset allocation skills […]
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Introducing our new Offshore Trading Partner – Swissquote
Harbour Wealth have partnered with Swissquote. Swissquote is the Swiss leader in online banking. The company has been in business since 1997, they currently have approximately 300 000 clients with CHF18 billion in assets under custody. Swissquote is the official forex and online financial trading partner of world renowned football team Manchester United. Having said […]
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