Financial planning and advice Archives

How to spot a possible financial scam?

Financial fraudsters are becoming increasingly sophisticated when it comes to playing on our fears and emotions so that we act hastily and irrationally, to our detriment. Here are a few common...

Solid strategy key to staying the course and avoiding bad choices

Many investors jump into the market when they should be getting out and vice-versa. Morné Bezuidenhout explains why.

How to Invest Successfully – Characteristics of a Successful Investor

Since March 2020 we have all become overly familiar with personal disruption in a variety of forms. Whether it be the extremes of hard lockdowns, social unrest, or load shedding, the upheaval has been real.

Inflation and the Wage Price Spiral: South Africa and Beyond

South Africa has its own unique economic challenges, but we are also affected by what is happening in the broader, global economy. Over the past 18 months, the cost of living has increased worldwide...

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.

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.