Financial planning and advice

Take a look at our latest articles listed below.

Financial Planning and AI

Financial Planning and AI

Why personal financial planning cannot be fully replaced by Artificial Intelligence AI-powered tools can analyse vast datasets, predict market trends, and optimise portfolios with remarkable...

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Budget 2025: South Africa’s Tax Blues

Budget 2025: South Africa’s Tax Blues

VAT, VAT, is it just about the VAT? The SA Budget Speech 2025 debacle will be remembered for a long time to come. The most contentious issue, and the one which attracted most attention, was the…

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Power of Attorney: Paperwork & Background

Power of Attorney: Paperwork & Background

The law in South Africa requires a Power of Attorney for you to act legally on behalf of another person, even if they are your parent, sibling or child.  Why do you need a Power of Attorney?  Under...

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