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    Tony Barrett is a highly experienced and successful wealth management adviser who believes passionately that it’s not all about the numbers. He specialises in blending holistic financial planning, wealth and asset management solutions into appropriate structures that enable an individual to have peace of mind. He is a Chartered Accountant with international experience and a unique ability to crystallise a set of financial circumstances into a viable plan of action.

    Following on the heels of an eventful State of the Nation Address by President Jacob Zuma, Parliament will again be the focus of the nation’s attention on 22 February 2017 when Finance Minister Pravin Gordhan presents his second National Budget during his second stint in the finance ministry hot seat.  With the economy under pressure […]

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    Ester studied law and practiced as an attorney for six years before entering the field of banking and financial planning. During this time she studied towards a Master of Commerce degree and a Post Graduate Diploma in Financial Planning. After spending a few years as a wealth manager she moved to a role an operational role in banking. However financial planning was predestined and she returned to FNB Financial Advisory and now serves as a Channel Head.

    The tax returns season has officially closed and the South African Revenue Service is said to have paid back approximately R15.5 billion to South African tax payers in the form of refunds. As an individual tax payer, if you received something back from the tax man you may be tempted to spend it to spoil […]

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    Gugu Sidaki worked for Citigroup before joining Barnard Jacobs Mellet (BJM) as a stockbroker in 2007. She later joined the wealth management team at BJM as a junior wealth manager in 2009. A few years later, BJM was bought over by the FirstRand Group and she assumed her role as a wealth manager at FNB Financial Advisory.

    There are unique combinations of traits and talents it takes to be a successful entrepreneur. Words and phrases that are frequently used to describe these dynamos of business include: innovative, passionate, committed and risk taking. Less spoken about, but no less important for entrepreneurs who achieve a legacy, are planning and pragmatism. South Africa has […]

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    Ester studied law and practiced as an attorney for six years before entering the field of banking and financial planning. During this time she studied towards a Master of Commerce degree and a Post Graduate Diploma in Financial Planning. After spending a few years as a wealth manager she moved to a role an operational role in banking. However financial planning was predestined and she returned to FNB Financial Advisory and now serves as a Channel Head.

    The rising cost of food is placing a lot of strain on many South Africa consumers, and those who are over-indebted being worse off. Add to that the rising cost of tuition and medical fees and it’s not hard to see why many are affected by depression. With 10 October 2016 recognised as World Mental […]

  • Mark Appleton

    Invest more wisely with insight into global economic conditions

    Mark Appleton

    SA Head of multi asset and strategy, Ashburton Investments

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    Mark Appleton is South African head of multi asset and strategy at Ashburton Investments with a primary focus of tactical asset allocation. He has over 31 years of investment management experience, having managed the Unilever Pension Fund followed by a five year stint as Chief Investment Officer for Marriott Asset Management. Mark has been with FNB Securities as Chief Investment Officer for over 12 years and Ashburton Investments as strategist for three years. Mark is a CFA® charter holder and has also earned a Bachelor of Commerce degree in Economics from the University of the Witwatersrand and a post graduate Diploma in Financial Planning from the University of the Free State.

    While oil price gains supported markets early in the quarter there was little else by way of improving economic indicators or lower interest rates elsewhere to provide support for risk assets. Plus, following the unexpected results of an EU referendum in the UK, the past period became all about Brexit. Brexit market implications and likely […]

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