investment reports
Investment Reports
Advice on efficient money management
Brenthurst advisors are frequently quoted and published in top South African financial media, including BizNews, Moneyweb, News24/Fin24, Business Day, Financial Mail, BusinessTech and Daily Investor. These features reflect the trust placed in our team as independent commentators on markets, retirement planning and global investing. >> Listen to our advisor insights now streaming on Spotify – The Brenthurst Bulletin.
INVESTMENT REPORTS 2026
- Money rules for unmarried couples, Issue 730, February 2026
- Hit or miss – Will your portfolio perform, Issue 729, February 2026
- Why getting financial advice is your best investment, Issue 728, February 2026
- Your practical 2026 personal tax checklist, Issue 727, February 2026
- What you need to know about Powers of Attorney, Issue 726, February 2026
- 10 simple money tips for these uncertain times, Issue 725, February 2026
- BWM Monthly Market & Economic Update, Month in Review – January 2026
- Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – Januarie 2026
- Don’t bring back your dollars, Issue 724, January 2026
- Ranmore outshines the rest, Issue 723, January 2026
- Building a Resilient Portfolio in an Uncertain World, Issue 722, January 2026
- Your 2026 financial planning cheat sheet, Issue 721, January 2026
- Retirement 101 – What you need to know for 2026 and beyond, Issue 720, January 2026
INVESTMENT REPORTS 2025
- BWM Monthly Market & Economic Update, Month in Review – December 2025
- Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – Desember 2025
- 7 ways to beat the Januworry blues, Issue 719, December 2025
- Keeping your festive spending under control, Issue 718, December 2025
- The real crash has been happening in fiat currency, not the market, Issue 717, December 2025
- BWM Monthly Market & Economic Update, Month in Review – November 2025
- Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – November 2025
- How to think clearly about performance in 2026, Issue 716, November 2025
- Navigating capital gains tax, Issue 715, November 2025
- Four timeless money lessons for today’s investor, Issue 714, November 2025
- The dollar’s future, inflation’s bite and the power of hard assets, Issue 713, November 2025
- A Mauritian Trust – The ultimate estate planning tool, Issue 712, November 2025
- The US tariffs that shook SA’s trade – and why Mauritius may hold the key, Issue 711, November 2025
- How much is enough for retirement, Issue 710, November 2025
- BWM Monthly Market & Economic Update, Month in Review – October 2025
- Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – Oktober 2025
- Smart ways to grow your RA and pension savings, Issue 709, October 2025
- Most wills fail because of one bad choice, Issue 708, October 2025
- Active vs passive investing – Finding the right balance, Issue 707, October 2025
- Will gold continue to shine, Issue 706, October 2025
- Could the tide be changing from passive to active investing strategies, Issue 705, October 2025
- Use this moment to cut debt and invest smarter, Issue 704, October 2025
- How influencers exploit your financial fears, Issue 703, October 2025
- Magnus Heystek: I love my country but I love my financial freedom more, Issue 702, October 2025
- Winning the war on inflation, Issue 701, October 2025
- 5 ways to face today’s markets with South African grit, Issue 700, October 2025
- The Cofi bill – What it means for your retirement savings, Issue 699, September 2025
- Foreign pensions – No longer safe from SARS, Issue 698, September 2025
- Key investment terms every South African should know, Issue 697, September 2025
- The hidden accelerator, Issue 696, September 2025
- Do not panic when markets fall, Issue 695, September 2025
- BWM Monthly Market & Economic Update, Month in Review – August 2025
- Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – Augustus 2025
- Your investments could soon get a welcome boost – here’s why, Issue 694, August 2025
- Is your retirement on track? Check your progress by life stage, Issue 693, August 2025
- Why women need to take charge of their financial planning, Issue 692, August 2025
- Financial Mail, the top Private Banks & Wealth Managers SA 2025
- BWM Monthly Market & Economic Update, Month in Review – July 2025
- Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – Julie 2025
- SARS turns up the heat on SA expats -What you need to know, Issue 691, July 2025
- Offshore exposure without the rollercoaster, Issue 690, July 2025
- The surprising truth about where the real market winners are, Issue 689, July 2025
- Stay invested – why missing the best days can derail your retirement, Issue 688, July 2025
- Seven steps to proper care in old age, Issue 687, July 2025
- SA has fallen off the global investing radar, Issue 686, July 2025
- 2025 Tax Season – Reminders before you file, Issue 685, July 2025
- Is your money really safe or just standing still, Issue 684, July 2025
- The most common investing mistakes – and how to avoid them, Issue 683, July 2025
- Time to wake up your lazy cash, Issue 682, July 2025
- Raising financially smart children, Issue 681, July 2025
- BWM Monthly Market & Economic Update, Month in Review – June 2025
- BWM Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – Junie 2025
- The best investment nobody is talking about, Issue 680, June 2025
- Magnus Heystek: How the ANC destroyed the SA economy & your wealth, Issue 679, June 2025
- Women live longer. Do your retirement finances reflect that, Issue 678, June 2025
- Retirement Spending Traps to Avoid, Issue 677, June 2025
- The one decision at retirement you must get right, Issue 676, June 2025
- Build a plan that stands up to inflation, Issue 675, June 2025
- BWM Monthly Market & Economic Update,Month in Review – May 2025
- BWM Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – Mei 2025
- Daily Investor – Top Award for Brenthurst Wealth, Issue 674, May 2025
- The state is getting fatter. Your wallet isn’t. Issue 673, May 2025
- The 10 biggest retirement mistakes to avoid, Issue 672, May 2025
- Hybrid annuities in SA – A smarter way to secure retirement income, Issue 671, May 2025
- What to do when you are retiring soon and the markets just crashed, Issue 670, May 2025
- BWM Monthly Market & Economic Update, Month in Review – April 2025
- BWM Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – April 2025
- Is there a way to invest that offers more certainty? Issue 669, April 2025
- Transferring Wealth from SA Trusts to Offshore Trusts, Issue 668, April 2025
- Are you a tortoise or a hawk investor, Issue 667, April 2025
- Trump Tariffs – How to protect and grow your retirement savings, Issue 666, April 2025
- Navigating the market tempest – When Wall Street meets ‘The Perfect Storm’, Issue 665, April 2025
- Feeling rattled by the markets – Here’s what not to do, Issue 664, April 2025
- Stock sectors explained – How to build a well-balanced portfolio, Issue 663, April 2025
- Think twice before trusting financial advice on social media, Issue 662, April 2025
- Investing offshore – A brief guide, Issue 661, April 2025
- Stagnant tax thresholds are reducing South Africans disposable income, Issue 660, April 2025
- Diversify or di-worse-ify, Issue 659, April 2025
- BWM Monthly Market & Economic Update, Month in Review – March 2025
- BWM Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – Maart 2025
- Thank the ANC for your Offshore Nest Egg, Issue 658, March 2025
- Your money is losing value every day – here’s how to protect it, Issue 657, March 2025
- Will the Magnificent 7 keep shining in 2025, Issue 656, March 2025
- The risks of semi-nomadic lifestyles and cessation of tax residence, Issue 655, March 2025
- BWM Monthly Market & Economic Update, Month in Review – February 2025
- BWM Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – Februarie 2025
- How to choose the best investment vehicle for your goals, Issue 654, February 2025
- Small money habits can produce big results, Issue 653 , February 2025
- Expropriation without Compensation – What investors should do, Issue 652, February 2025
- Smart moves to make before the tax year ends, Issue 651, February 2025
- BWM Monthly Market & Economic Update, Month in Review – January 2025
- BWM Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – Januarie 2025
- Gold – Is it worth its weight, Issue 650, February 2025
- Why global diversification is the cornerstone of wealth creation, Issue 649, February 2025
- The looming reality of a wealth tax in SA, Issue 648, February 2025
- Preparing your children for receiving an inheritance, Issue 647, February 2025
- Magnus Heystek – Please Sir, can we have another R1 million, Issue 646, February 2025
- Is this SA’s best Fund Manager, Issue 645, January 2025
- Financial guidelines to build and protect your wealth, Issue 644, January 2025
- Navigating the Risks of Alternative Investments, Issue 643, January 2025
- Investment outlook 2025, Issue 642, January 2025
- Onshore v Offshore in the past decade. No contest. Issue 641, January 2025
Investment Reports 2024
- BWM Monthly Market & Economic Update, Month in Review – December 2024
- BWM Maandelikse Mark & Ekonomiese Verslag, Maand In Oorsig – Desember 2024
- Making your retirement savings last, Issue 640, December 2024
- What are some of the common money mistakes, Issue 639, December 2024
- Lessons from your festive season spending, Issue 638, December 2024
- Prioritise your financial wellness, Issue 637, December 2024
- BWM Monthly Market & Economic Update | Month in Review – November 2024
- BWM Maandelikse Mark & Ekonomiese Verslag | Maand In Oorsig – November 2024
- Fixing your investments, Issue 636, November 2024
- What happens to debt after you die, Issue 635, October 2024
- How to evaluate your fund manager, Issue 634, October 2024
- Greylisting is an admin nightmare, Issue 633, October 2024
- The art of choosing the right investment manager, Issue 632, October 2024
- 3 steps to mastering a debt-free retirement, Issue 631, October 2024
- How is retirement planning just like a braai, you ask, Issue 630, October 2024
- Can slow and steady win the retirement race, Issue 629, October 2024
- Strategies for the sandwich generation, Issue 628, October 2024
- The real path to building wealth, Issue 627, October 2024
- Better personal finances create better businesses, Issue 626, October 2024
- Deon Meyer, Brand Ambassador for Brenthurst, Issue 625, October 2024
- BWM Monthly Market Review, September 2024
- MAANDELIKSE Mark en Ekonomiese Verslag, September 2024
- Section 10C, a tax-efficient retirement, Issue 624, September 2024
- Two-pot retirement system, Issue 623, September 2024
- Safeguard your digital legacy, Issue 622, September 2024
- 5 essential tips for creating a valid will in SA, Issue 621, September 2024
- The importance of beneficiaries for investments, Issue 620, September 2024
- BWM Monthly Market Review, August 2024
- MAANDELIKSE Mark en Ekonomiese Verslag, Augustus 2024
- Life cover that pays out offshore in dollars, Issue 619, September 2024
- Will falling interest rates derail your retirement plans, Issue 618, August 2024
- How market volatility helps your investments grow, Issue 617, August 2024
- BWM Monthly Market Review, July 2024
- MAANDELIKSE Mark en Ekonomiese Oorsig, Julie 2024
- Mothers, daughters and money, Issue 616, August 2024
- Protect yourself from fraud and scams, Issue 615, August 2024
- Why source of funds is so important, Issue 614, August 2024
- Getting your retirement dreams back on track, Issue 613, August 2024
- Good retirement saving options, Issue 612, July 2024
- Investors’ behavior can negatively impact their returns, Issue 611, July 2024
- Reinvigorate your Retirement Plan, Issue 610, July 2024
- The impact of AI on investing, Issue 609, July 2024
- SA moving away from the abyss, Issue 608, July 2024
- BWM Monthly Market Review, June 2024
- MAANDELIKSE Mark en Ekonomiese Oorsig, Junie 2024
- 3 ways to optimise your tax at retirement, Issue 607, June 2024
- Planting the seeds of financial success for your kids, Issue 606, June 2024
- A South African investor’s offshore strategy, Issue 605, June 2024
- Don’t let inflation eat your pension, Issue 604, June 2024
- BWM Monthly Market Review, May 2024
- MAANDELIKSE Mark en Ekonomiese Oorsig, Mei 2024
- South Africa is a risky country, Issue 603, June 2024
- Make retirement your best trip ever, Issue 602, May 2024
- Five important steps for successful retirement planning, Issue 601, May 2024
- Prescribed Assets, Issue 600, May 2024
- Offshore restrictions are hurting living annuities, Issue 599, May 2024
- Financial Mail – Special Report | Brenthurst – Navigating Uncertainty
- If Mick Jagger can do it, so can you, Issue 598, May 2024
- BWM Monthly Market Review, April 2024
- MAANDELIKSE Mark en Ekonomiese Oorsig, April 2024
- How the investment landscape has changed in 20 years, Issue 597, April 2024
- Don’t get taxed out, Issue 596, April 2024
- Live, Learn, & Retire in the west of Mauritius Issue 595, April 2024
- Use fear to build your wealth, Issue 594, April 2024
- Tips from pensioners on how to retire successfully, Issue 593, April 2024
- The retirement crisis is upon us, Issue 592, April 2024
- Money tips from self-made millionaires, Issue 591, April 2024
- When the going gets tough, the savvy get going, Issue 590, April 2024
- Two strategies to ride out market volatility, Issue 589, April 2024
- BWM Monthly Market Update, April 2024
- MAANDELIKSE Mark en Ekonomiese Verslag, April 2024
- 3 ways to fine-tune your investment strategy in 2024, Issue 588, March 2024
- Go global or risk a ‘Lost Decade’ in investments, Issue 587, March 2024
- Protecting your offshore investments from offshore taxes and estate problems, Issue 586, March 2024
- Time to get angry with your financial advisor, Issue 585, March 2024
- Understanding traditional investments, Issue 584, March 2024
- This could be the year for bonds, Issue 583, February 2024
- Why starting early builds a better retirement, Issue 582, February 2024
- Ways to be more financially savvy in 2024, Issue 581, February 2024
- BWM Monthly Market Update, February 2024
- MAANDELIKSE Mark en Ekonomiese Verslag, Februarie 2024
- Tax-free Investment, Issue 580, February 2024
- Cautiously Optimistic about 2024, Issue 579, January 2024
- Will the magnificent 7 continue to shine, Issue 578, January 2024
- Ladies, Avoid these common investment mistakes, Issue 577, January 2024
- The slow demise of the JSE, Issue 576, January 2024
- Checklist for your annual portfolio review, Issue 575, January 2024

I obtained my National Diploma in Financial Information Systems from the Cape Peninsula University of Technology in 1999 and have worked in the wealth management industry since January 2000. Over the years, I have gained extensive experience in various roles, including Portfolio Manager Assistant, Planner Assistant, and Paraplanner.
Esmarelda Isaacs-Andreas joined the Brenthurst Wealth Stellenbosch office in October 2025, taking on the dual role of Receptionist and Fiduciary Administrator.
I obtained my National Diploma in Financial Information Systems from the Cape Peninsula University of Technology in 1999 and have worked in the wealth management industry since January 2000. Over the years, I have gained extensive experience in various roles, including Portfolio Manager Assistant, Planner Assistant, and Paraplanner.
Angelique Anderson joins our Pretoria office as an Administrative Assistant, bringing over 24 years of experience across the financial, legal, and executive support sectors, both locally and internationally. Her meticulous attention to detail, discretion, and extensive knowledge of asset finance and compliance make her an invaluable addition to our team.
Ashley joined Brenthurst Wealth in January 2025 as Office Administrative Assistant and Receptionist for the Stellenbosch Office.




René Heystek joined Brenthurst Wealth in November 2023, as receptionist and administrative assistant in the newly established George/Garden Route office.
Michelle Heystek has built a career in the financial services over the last two decades, after obtaining her B.Com degree in Financial Management in 2005. Once she joined Brenthurst in 2006, she continued her academic journey, obtaining her Certificate in Wealth Management from INSETA in 2007, followed by a Postgraduate Diploma in Financial Planning from the University of the Free State. In 2008, she earned the Certified Financial Planner (CFP®) designation.





Anelle joined Brenthurst Wealth as a Receptionist and Administrative Assistant to Brian Butchart in the Cape Town office in December 2023. She has a wealth of knowledge from working as a liaison between Financial Advisers and clients at TMA and Absa Investment Management Services (Aims) since 1998. She obtained her B. com degree from the University of Port Elizabeth in 1997.











ADMITTED ATTORNEY | FINANCIAL PLANNER & HEAD OF BRENTHURST FOURWAYS

Sanet was appointed in April 2020, joining our Cape Town team as an Executive Administration Assistant to Renee Eagar. She has been in the financial services industry since 1990. Her previous experience includes positions at Sanlam, BJM and ABSA. She spent her last 12 years working at Alexander Forbes Private Client Wealth as a Senior Wealth Management Assistant. She has received numerous accolades over the years which include but not limited to, Alexander Forbes Client Service Excellence – Silver award in 2014,2015 and 2017. Sanet has also obtained her Certificate in Wealth Management (NQF 5) in 2012 and achieved “Best Student of the Year” from Moonstone.













Maria Smit is a Certified Financial Planner® with over 10 years of experience in the financial planning industry.


























