Lisa Perry
Understanding the TWO POT System (Three Component System)
The landscape of pension funds in South Africa is about to undergo a significant transformation with the introduction of what was...
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Lisa Perry
Apr 11, 20235 min read
When the going gets tough… find out what kind of investor you are
“I have come to realise that bad times coupled with good reflections provide some of the best lessons.” -RAY DALIO As at the end of the...
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Lisa Perry
Apr 11, 20233 min read
The Value of Advice
It is a persistent question that circles around in my head, what VALUE do we add to our clients as a profession and of course, as PWH...
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Lisa Perry
Apr 11, 20234 min read
Getting Ahead of the Recession
Recession /rɪˈsɛʃ(ə)n/ Noun: “A period of temporary economic decline during which trade and industrial activity are reduced, generally...
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Lisa Perry
Apr 11, 20232 min read
Budgeting at it's Best!
Senator Elizabeth Warren popularized the so-called "50/20/30 budget rule" (sometimes labeled "50-30-20") in her book, All Your Worth: The...
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