INSIGHTS & OPINIONS

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Read one of our recent articles.

Retirement Village Living

Retirement Village Living

There are a number of factors to consider when making a decision regarding your future home. Careful thought needs to be given as to what is important to you in your retirement years. These are some...

From Russia with Love

From Russia with Love

"You can do a lot more with weapons and politeness than just politeness." Vladimir Putin Who would have imagined I would be writing an article about the impacts of a WAR in Europe! The Russian...

CHANGES IN PERSONAL CIRCUMSTANCES

CHANGES IN PERSONAL CIRCUMSTANCES

Nick de Villiers, Trust Officer in Noordhoek, explains why it is imperative to seek professional financial planning advice regularly. “Everyone has a plan until they get punched in the mouth.” Mike...

NATIONAL WILLS WEEK: 13 – 17 SEPTEMBER 2021

NATIONAL WILLS WEEK: 13 – 17 SEPTEMBER 2021

Renette Hendriks, Director (Fiduciary Department) reminds us of this initiative and the importance of a well-planned Will. National Wills Week, which runs annually from 13 to 17 September, is aimed...

We are recruiting: Tax Compliance Officer

We are recruiting: Tax Compliance Officer

About Personal Trust: Personal Trust is a client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already...

We are recruiting: Financial Advisor

We are recruiting: Financial Advisor

About Personal Trust: Personal Trust is a client-focused Trust and Investment Management company providing financial planning and investment advice and services to clients planning for, or already...

THE COST OF EDUCATION

THE COST OF EDUCATION

Statistics show that the cost of education is on the rise and many South African parents do not know what they can expect to pay for their children’s education in the years to come. Educating our...

Webinar with Sandy McGregor, Allan Gray

Webinar with Sandy McGregor, Allan Gray

  Personal Trust is pleased to invite you to a webinar at which Sandy McGregor, Economist at Allan Gray will share his view on the local economic and political situation. Sandy joined Allan...

Saving for short term needs?

Saving for short term needs?

Portia Vlotman, Associate Director and Money Market Manager, tells us about the differences between Money Market Savings Accounts and Money Market Funds. The most popular short-term savings options...

Assistance provided to overseas heirs

Assistance provided to overseas heirs

Nick de Villiers, Trust Officer at our Noordhoek branch, tells how we have assisted heirs who do not live in South Africa. As you may be aware, Personal Trust has a large Estates Department,...

Considering replacing your car?

Considering replacing your car?

Rene Pienaar, Trust Officer, provides tips on what to consider when buying a car and also on changes to the agent-only servicing and repairs. We love our chariots, our automobiles, our cars! The...

Cybercrime Q&A

Cybercrime Q&A

Responses to questions posed during the cybercrime webinar held on 24th November 2020. What can one do to check one’s exposure – on the internet, emails, social media, hacked information? Please...

Cybercrime in Focus

Cybercrime in Focus

Cybercrime is an ongoing threat and there has been a spike in this criminal activity during the global pandemic as more people are shopping and spending time online. Added to this are the recent...

Offshore allowances and exposure

Offshore allowances and exposure

Dave Edgar, Associate Director at Personal Trust, explains the various ways in which one can gain offshore investment exposure. South Africa makes up a very small percentage of World GDP; this...

How to save money during COVID-19

How to save money during COVID-19

17 Jul 2020By Athenkosi Sawutana Global economies have come under extreme financial pressure recently, due to the Coronavirus pandemic. It’s precisely during times like these that an individual may...

Personal Trust Charitable Foundation

Personal Trust Charitable Foundation

“We make a living by what we get.  We make a life by what we give.” Winston Churchill We all know there exists a genuine need for financial assistance in South Africa across so many spheres of our...

Your Will – A Time to reflect & review

Your Will – A Time to reflect & review

In these uncertain times we must appreciate the small advantages of having time on our hands. We should use this time wisely to pause and reflect on what we deem to be important in our lives. One of...

Celebrating 40 years!

Celebrating 40 years!

We started Personal Trust with the clear objective of providing a very personal and independent financial and investment service company, which back in 1980 we felt was missing or diminishing.  We...

Reimagining labour at the dawn of 4IR

Reimagining labour at the dawn of 4IR

Thando Gobe, Managing Director of Personal Trust, discusses the opportunities of the Fourth Industrial Revolution (published originally on bizcommunity.com) Before the industrial revolution of the...