Claudia Mendes
  Cláudia Mendes   ● Jul 15, 2021

ESG: The sustainable investment opportunity

Sustainability goes beyond reduce, reuse, and recycle. Today more than ever, investors are calling for sustainability opportunities, and marke...

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Claudia Mendes
  Cláudia Mendes   ● Jun 28, 2021

Roadmap to Portugal – Financial considerations before you...

Before you pack your bags for a move to Portugal, consider these often overlooked factors to ensure your new life is off to the best start.

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Claudia Mendes
  Cláudia Mendes   ● Mar 26, 2021

South African retirement fund guidelines are changing – h...

Draft amendments to Regulation 28 from Treasury show a focus on infrastructure investment. In this article we cleave through the misinformatio...

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Claudia Mendes
  Cláudia Mendes   ● Mar 9, 2021

Moving to Portugal? Don’t stop your planning process

South Africans looking to emigrate to Portugal don’t have to put their plans on hold during the pandemic. In fact, there are important parts o...

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Claudia Mendes
  Cláudia Mendes   ● Mar 8, 2021

Your financial planner should be your wealth coach

We live in an age where anyone with an internet connection can become an investor and financial advice can be delivered by an algorithm-driven...

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Claudia Mendes
  Cláudia Mendes   ● Jan 7, 2021

The tax benefits of retiring in Portugal in 2021

Portugal is safe, sunny and sociable, but there are also great financial benefits for foreigners looking to retire in the European hub.

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