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Plexus Wealth news

Want to find out more about the world of financial services? Or want to know more about Plexus Wealth? Please read our latest news and newsletters below.

Our Durban office is moving to new premises

22 February 2023 – As we continue to grow, thanks to the support of both our existing and new clients, our Durban office is moving to new premises. We have vacated our current office in 100 on Armstrong and will move into our new space during February 2023.

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Top performance from our property funds

18 January 2022 – We are particularly pleased with the performance of our Plexus Wealth BCI Property Fund and Plexus Wealth BCI Flexible Property Income Fund. Both funds have done exceptionally well, despite facing many headwinds over the last few years.

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Objective-driven financial advice for all our clients

20 July 2021 – So far, markets are being kinder to investors than in 2020! Clients looking for long term growth, and especially those who feel that emigration could be part of their future plans,  should strongly consider offshore funds and portfolios.

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Vaccine – the route to returning the world to normal

30 April 2021 – Global markets, led by the USA, continue to gain ground as successful vaccine programmes roll out in the larger economies of the world. The first quarter of 2021 sees a continuation of the themes that we highlighted in our 4th quarter 2020 newsletter.

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Retirement funds and integrated, holistic strategies

12 October 2020 – When we look back at the original three week and then five week lockdowns, it seems a long time ago. It is unbelievable that entire sectors of the economy remained closed for over four months. This has left our economy with challenges. 

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Re-evaluation of our investments and new opportunities

19 August 2020 – 2020 has been a year of immense upheaval and, as your financial advisors, we have worked tirelessly to re-examine and re-challenge our entire product range. As such, we have appointed Marriott Asset Management..

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News to help put matters into perspective

March 2020 – We thought it would be good to send out some news, considering what is happening in the world and SA and to try to put things in perspective. No  doubt you have seen the news about the performance of US stocks and the JSE ...

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The effect of recent developments on financial plans

24 March 2020 – We now know what the new reality is for the next three weeks and can adapt accordingly. The situation is dynamic and it is difficult to forecast what the full impact of a lock down will be on global growth in 2020 and 2021. But decisive action now is a better option.

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Unprecedented steps to control the Coronavirus threat

16 March 2020 – We were impressed by President Ramaphosa’s address and support the rapid and strict measures put in place in light of COVID-19. If we can stop the spread now, our economy can continue to operate as close to normal as possible.

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Providing the best solutions in difficult times

5 March 2020 – The imminent downgrade of South Africa’s sovereign credit rating to full junk status looms large in March and the damage appears priced in already. Furthermore, SA’s stock markets and the exchange rate are highly correlated to Emerging Market performance.

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Should you be taking all your money offshore?

In light of the negative outlook for the SA economy, it may be tempting to consider moving all your money offshore. Before deciding, it’s good to consider your financial objectives, if returns will indeed be better elsewhere and the effect of the exchange rate.

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Election results and the effect on investments

The first quarter of 2019 has been dominated by election talk in South Africa.  In the end, the results were quite stable relative to 2014.  In very broad terms the trends showed the ANC losing 5% to the EFF, and the DA losing 2% to the FF+.  What does this mean for our investments?

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Election results and the effect on investments

The first quarter of 2019 has been dominated by election talk in South Africa.  In the end, the results were quite stable relative to 2014.  In very broad terms the trends showed the ANC losing 5% to the EFF, and the DA losing 2% to the FF+.  What does this mean for our investments?

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How the economy fared in the last quarter of 2018

The SA economy officially exited the recession after reporting 2.2% GDP growth for the third quarter of 2018. All things are cyclical and it appears as if the tide is turning economically and politically. Against this backdrop, what can investors expect in 2019?

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CONTACT US

 Durban
T: +27 (0)31 940 0470

Cape Town
T: +27 (0)21 200 0407

Johannesburg
T: +27 (0)31 940 0470

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