February 9, 2024

Gary Mockler Group Chief Executive Officer _______________________________________________________________________________________________________ CEO Editorial 2024 welcomes us with many global macro events that could affect our investments.  As you’ve probably already read, we are wishing for a ‘boring’ investment year. Several thought leadership articles that I reviewed for this quarter’s Trendline were penned by some of our younger professional staff.  It was interesting to see their take on savings and investments, and whilst still focussed on long-term objectives (i.e. retirement), their chosen topics focussed on financial goals much earlier in an investor’s life. Adopting a pragmatic mindset of investment strategies and specifically targeting children’s education are probably not topics on the minds of investors either in their retirement or close to it, though they remain important topics for so many of our clients.  I found this refreshing and it acted as a timeous reminder that... Read More

Kyle Jeacocks Consultant – Wealth Management     _______________________________________________________________________________________________________ A considered approach to preparing for your child’s education Introduction: The financial challenges of parenting For most people, having children is relatively easy.  Financially planning for this provision, not only for the benefit of the children, but also considering this budgetary exercise for the parent’s retirement planning – at least for the first twenty years or so – is considerably less so. The rising costs of education: A burden for parents When a couple wishes to plan for the extension of their family, it is also the time to consider the financial responsibility that this decision carries.  Over and above the lifestyle change that accompanies the arrival of a newborn, is the ever-present and compulsory focus on the cost of their upbringing and education.  Often not factored into this exciting phase... Read More