Articles
Take a look at our latest articles.
10 ways to spring clean your finances
In South Africa spring arrives just before the big Christmas spending season. What better time to get a handle on your finances each year?
4 tips for getting off to a flying start to financial freedom as a young adult
If there’s a young adult in your life, these tips could be just what they need to get them on the right track for financial freedom.
5 (simple) wealth habits of self-made millionaires
Best-selling author Tom Corley’s ongoing analysis about how to grow and sustain wealth reveals that, surprisingly, the most common path to becoming a millionaire is what he calls the ‘saver-investor’ path, which identifies someone with a middle-class income who is disciplined and consistently saves/invests over time.
5 ways to take control of your finances as a young adult
If you don’t know where to start with managing your money, sound financial planning principles can help you take control of your finances.
7 key estate planning questions to ask yourself
It’s not just the Boy Scouts who need to be prepared! When it comes to our estates a little preparation can go a long way.
9 ways to plan for the months ahead
You may have taken some steps to prepare yourself financially, but it’s looking more likely that the coronavirus crisis will continue for quite some time. Being proactive now and mapping your path ahead may well see you through the next wave of uncertainty.
A balancing act on the stock market
Last Friday the JSE all-share index fell 4.02% resulting in panic among stock market investors. However, it’s crucial that this drop should be seen in context.
About donations tax – would you give an investment as a gift?
In SA we are subject to donations tax, so giving your money away may create a tax liability. Just giving investment gifts may create paperwork.
Accessing your retirement funds when you emigrate
If you are planning to move abroad, accessing your retirement funds may prove to be more challenging from next year.
Active vs passive investing uncovered
Index investing (another name for passive investing) is an investment strategy which aims to replicate the performance of a particular index.











