Foundation Family Wealth

This week, Sunel reflects on the wisdom of letting go of “cherished outcomes”, inspired by a Celtic poem. Whilst planning is important, clinging to specific results can lead to disappointment. Letting go of rigid expectations acknowledges our lack of control over outcomes, creating space for serendipity and encouraging us to be content with the present moment. Read the blog here: https://lnkd.in/ds4JPYSz Foundation Family Wealth is an Authorised Financial Services Provider.     #foundationfamilywealth #financialpartners #holisticfinancialplanning

Sunél’s first solo trip to Rome was more than an escape—it was a chance to reconnect with herself and find clarity. Surrounded by the city's beauty, she took time to unplug, reflect, and embrace the freedom of creating her own reality. In last week’s blog, Sunél encourages others to carve out moments of solitude, block out the noise, and protect their peace amid the chaos of the world. In case you missed it… read the blog here: https://lnkd.in/dF3tJYHv Foundation Family Wealth is an Authorised Financial Services Provider.     #foundationfamilywealth #financialpartners #holisticfinancialplanning

This month Elke is… Looking... at the bigger picture with regards to the rand value fluctuation against the dollar. Listening... to an interview with Yuval Noah Harari, in which he argues that humans’ self-destructive nature is the result of bad quality information. Learning... from NinetyOne’s research on living annuities, highlighting important things to consider when setting your annual drawdown and choosing how the funds should be invested. Pondering about... "In a world overwhelmed by information and artificial intelligence, what does it mean to seek clarity, and how do we discern what truly matters?" And Sipping on… Vrede en Lust’s Jess Rose, as the summer is in full swing. Read the full blog in your inboxes or on our website. If you want to stay curious and receive this blog monthly, subscribe to our mailing list using the following link: https://lnkd.in/dHD-7WSY Foundation Family Wealth is an Authorised Financial Services Provider. #foundationfamilywealth #financialpartners #holisticfinancialplanning

With the rand currently at its strongest level in some time, many are wondering: is now the right time to invest offshore? Research shows that you’ve as much chance of getting the answer right as you do of correctly forecasting the weather for the next five years. In this week’s blog, Sunel talks about making the myth of making the ‘right’ investment decision and about reducing decision making all together. Read this week’s blog here: https://lnkd.in/dkYFPCPb Foundation Family Wealth is an Authorised Financial Services Provider.     #foundationfamilywealth #financialpartners #holisticfinancialplanning

Curious about what happened in the global and South African markets over the last quarter? Want to know how Foundation’s portfolios performed relative to the market performance? Or intrigued to find out what we can expect from the future? Take a look at Topline, our team’s market review for Quarter 3 of 2024. Read the article at: https://lnkd.in/daTTqSSy Foundation Family Wealth is an Authorised Financial Services Provider. #foundationfamilywealth #financialpartners #holisticfinancialplanning

In this week’s blog, Sunel delves into the challenges of navigating an age of information abundance. The focus has transitioned from merely accessing data to the ability to synthesise vast amounts of information and uncover meaningful insights—skills that develop with age and experience. Amid a workforce that prioritises speed and innovation, Sunel urges mid-lifers to harness their wisdom and experience to create a positive impact. Read this week’s blog by clicking on following link:  https://lnkd.in/dgGNkUa2 Foundation Family Wealth is an Authorised Financial Services Provider.     #foundationfamilywealth #financialpartners #holisticfinancialplanning

This month Elke is… Looking at the alarming rise in individuals on social media platforms who offer financial advice to the younger generation. And warning us that it’s crucial to be cautious and verify the credibility of the sources you follow. Listening to Morgan Housel’s recent podcast on how to teach your children about money. Learning from Chris Heye’s article about the Financial Wellness Pyramid. Pondering… And Sipping on a unique and unusual wine from Newton Johnson called Albarino. Read the full blog in your inboxes or on our website. If you want to stay curious and receive this blog monthly, subscribe to our mailing list using the following link: https://lnkd.in/dHD-7WSY Foundation Family Wealth is an Authorised Financial Services Provider. #foundationfamilywealth #financialpartners #holisticfinancialplanning

In this week’s blog Sunel shares what she learnt from the most recent industry conference she attended. Following two full days jam-packed with stimulating, innovative discussions and presentations, she reflects on how grateful she is to be part of a profession which has ensured her continued self-development and growth. Read this week’s blog by clicking on following link:  https://lnkd.in/dEurc2Cx Foundation Family Wealth is an Authorised Financial Services Provider.     #foundationfamilywealth #financialpartners #holisticfinancialplanning

This month Elke is… Looking at a list of the safest places in the world in the event of global conflict. To her surprise, South Africa makes the list. Listening to Jeremy Gardiner from NinetyOne’s market insights about South Africa’s current economic situation, which presents both challenges and opportunities. Learning from a research paper which explores how the concept of leisure in retirement has evolved. Sipping on the Alvi’s Drift Viognier, a white wine for red wine drinkers. And inviting us to ponder about the question:  How have your childhood experiences and family beliefs about money influenced your ability to communicate with your spouse/partner about money? Read the full blog in your inboxes or on our website. If you want to stay curious and receive this blog monthly, subscribe to our mailing list using the following link: https://lnkd.in/dHD-7WSY Foundation Family Wealth is an Authorised Financial Services Provider. #foundationfamilywealth #financialpartners #holisticfinancialplanning

“Does the sound of your phone direct your attention away from the conversation in front of you? Do you sometimes pick up your phone, only to resurface minutes or even hours later? Do you switch back and forth between e-mails and important work? If you can relate, you know digital distraction – the wandering of our attention away from the conversation, or the task in front of us…” Read the blog in your inboxes or on our website.  If you haven’t subscribed to our mailing list yet, to catch the blog every week, you can do so using the following link:  https://lnkd.in/dHD-7WSY Foundation Family Wealth is an Authorised Financial Services Provider.     #foundationfamilywealth #financialpartners #holisticfinancialplanning