All posts of cornerstone

Risk mitigation in the current economic environment

Risk mitigation in the current economic environment – Tomas Blendulf CAIASM – Head of Cape Town Operations The tragic and disturbing events unfolding in our country over the last few days, as well as the pandemic impact on the world over the last 18 months or so, certainly remind one of an (alleged) ancient Chinese […]

How to choose the right medical aid option for you

How to choose the right medical aid option for you – Tanya Motlafe (Director of  Cornerstone Healthcare Consulting Services) In a few months medical scheme renewal season is opening and with it comes the once-annual opportunity for medical aid members to upgrade or downgrade to a different benefit option. This sounds much easier than it is, […]

Your 2021 tax return season checklist – get more back with these handy tips

Your 2021 tax return season checklist – get more back with these handy tips Chanel Raath (Director of Cornerstone Tax and Accounting Services) Tax season is in full swing and for most, a welcomed opportunity to get that ever-powerful tax refund that helps close the gaps in our expenses. Contrary to popular belief, tax returns […]

Monthly Market Commentary – June 2021

Monthly Market Commentary – June 2021 Emerging markets, in general, had a difficult month which included South Africa given its high EM beta characteristics. After being one of the best performing emerging currencies this year, the rand weakened strongly boosting offshore asset class returns in ZAR terms. Local equities blew off some steam after several […]

Fire damage – understanding what your insurance will and won’t cover

Fire damage – understanding what your insurance will and won’t cover Jaco Erasmus – Director of Cornerstone Insurance Brokers The recent headlining fires that devastated the University of Cape Town’s Library and Table Mountain, have made the public acutely aware of the devastation an uncontrolled blaze can unleash. What makes fire damage so traumatic to […]

Buy and sell agreements: What is it? Why do you need it? How do you get it?

Buy and sell agreements: What is it? Why do you need it? How do you get it? – Chanelle Taylor (Director, Cornerstone Financial Planning) 2020 has sadly seen many businesses suffer and close down, but it has also resulted in the emergence of highly innovative start-ups that are disrupting almost every industry in the world.  Many […]

What is the difference between wealth management, legacy planning, estate planning and financial planning?

What is the difference between wealth management, legacy planning, estate planning and financial planning? – Paul Damant, CFP (Director, Cornerstone Investment Advisory Services and Managing Director, Cornerstone Financial Services Group of Companies) With much of the COVID-19 dust settling, many people are becoming more aware of their financial wellness and once again prioritising their financial future. […]

9 attributes to look out for when appointing an accountant

9 attributes to look out for when appointing an accountant Chanel Raath (Director of Cornerstone Tax and Accounting Services) Warren Buffet famously said that “Accounting is the language of business” and thereby reiterating the absolute importance of correct, professional, and clever accounting within every business. We wholeheartedly agree with Mr Buffet, and we would add […]

Smart Insurance: Finding the right balance between price and quality cover

Smart Insurance: Finding the right balance between price and quality cover Jaco Erasmus – Director of Cornerstone Insurance Brokers Since the inception of modern short-term insurance, it has been a grudge purchase. As an intangible product, it is often hard to justify paying for something each month that you may never use. “Cheap insurance” has […]

Monthly Market Commentary – March 2021

Monthly Market Commentary – March 2021 South African Equity has continued its good run of form, posting a decent 3.5% return over the month of March. Interestingly the local equity market was largely driven by the more domestically focused and smaller market cap constituents. Following in this theme SA Listed Property provided another good month […]
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