Financial Planning
latest news & developments
Using risk for lasting impact
Africa's ultra-high-net-worth families, largely self-made entrepreneurs, approach wealth management differently from their global peers. Their strategies are shaped by a deep…
The one call I was not ready for
A 41-year-old marketing director from Johannesburg faces the immediate financial and administrative chaos following her husband's sudden death, highlighting the critical gap…
Personal finance: sustainable budgeting tips to stretch your money in 2025
Consumers should spend cautiously, despite the positive outlook for the year
Two-pot a R4bn bonanza for Sars
Many South Africans are relying on the new two-pot retirement system for immediate financial relief
Wills Month: Planning for tomorrow
Secure your legacy through estate planning this September
The psychology of offshore investing: Understanding and overcoming behavioural biases
An adviser brings an external, objective perspective to the investor’s financial plan
Retirement on your terms: Mastering the art of saving in a tough economy
A financial adviser allows you to take care of today’s financial responsibilities while also being able to save for the future
Being money savvy when young can contribute to a financially secure future
Five financial blindspots to steer clear of
Blockchains and bitcoins, a wealth manager’s perspective
Investors need to understand what they’re getting into when buying cryptocurrency. In short, it’s a risky, unregulated asset class
Few wealthy families employ a philanthropic strategy
Having a formal plan in place helps families and trusts to assist others more efficiently when crisis strikes
A health check for your financial plan
It is halfway through the year and a good time to give your financial plan a health check.
How to find a good financial adviser
The consequences of bad advice can be detrimental to your finances, so it is worth doing your homework.
Blue Monday
If your Monday was feeling a bit bluer than normal, there could be a good reason for it. Financially it may have been your toughest day.
Investing vs paying off debt
Should you sell a property to pay off your home or use it to build an investment?
Balancing income and growth
Where do I invest my mother’s money to get the best income and should we consider a trust?