Consumer Protection Financial Advice Has Changed: Here’s What That Means for You If you have ever had a poor experience with financial advice, or know someone who has, you are not alone. Many South...
Financial Advice Has Changed
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Why Not All Financial Advice Is the Same
Advice Standards Decoding the Industry: Why Not All Financial Advice Is the Same Sipho sits across the desk, nodding politely. He has just been presented with a policy. The numbers seem to make...
Creating Peace of Mind in Retirement
Retirement Planning Beyond the Numbers: Creating Peace of Mind in Retirement When people think about retirement, the first question is usually: Will I have enough to live on? It is an important...
What Elite Financial Advisers Do Differently
Adviser Selection How Do You Know If a Financial Adviser Is Right for You? What Elite Financial Advisers Do Differently Selecting a financial adviser is one of the most important decisions you’ll...
The Cover People Forget
Risk Planning The Cover People Forget: Income Protection & Critical Illness Most people insure the things they can see. Their car. Their home. Maybe even their phone. But the financial asset...
Tax Free Savings Accounts
Tax Savings Tax Free Savings Accounts: Are You Using Your R46 000 Wisely? By the time taxpayers breathe a sigh of relief after the end of the tax year, another important window quietly opens: the...
Lifestyle Creep: The Quiet Threat
Money Management Lifestyle Creep: The Quiet Threat to Building Wealth For many people, earning more should mean making real financial progress. Yet that is often not what happens. Income rises, but...
Is your financial plan working, or just sitting there?
Financial Planning How to tell if your financial plan is actually working Is your financial plan working, or just sitting there? Everything is in place. The policies are running, the investments are...
From Debt to Discipline
Debt Management From Debt to Discipline: Financial Lessons Ahead of the 2026 FIFA World Cup Behind every great team lies preparation, discipline and long‑term thinking. Those same principles are...
Why Enough Never Feels Like Enough
Financial Psychology Why “Enough” Never Feels Like Enough – And What To Do About It “Am I doing enough?” It does not matter whether someone has R1 million, R5 million, or even R20 million invested....
When money becomes control – and what you can do about it
Financial Relationships When Money Becomes Control In many households, one partner takes the lead on finances for convenience. But there is a fine line between managing and controlling. It is common...
Money Resolutions That Actually Stick
Behavioral Finance Money Resolutions That Actually Stick Financial success rarely comes from dramatic changes. It comes from small decisions repeated over time. Every January, financial resolutions...
Is Your Cash Working for You or for SARS?
Tax & Investment Is Your Cash Working for You or for SARS? South African investors have hoarded trillions of rands in cash amidst global chaos. But while cash feels safe, it might be quietly...
Tips for the Tax Season
Tax Season 2026 2026 Tax Season Readiness: Expert Tips & Budget Updates Stay compliant and maximize your returns by aligning your financial plan with the latest SARS regulations and 2026...
The Hidden Risk in your Home Insurance: Outdated Contents Values
Financial Education Series Is Your Insurance Safety Net Unravelling? A Guide to Home Contents Valuation and Claim Success Expert Contributor: Edite Teixeira-Mckinon Lead Ombud: Non-life Insurance...
Scoring big in finance: Lessons from Bafana Bafana’s AFCON Journey
Financial Strategy Bafana Bafana’s AFCON Lessons for Your Financial Playbook An early exit isn't the end of the road—it’s a chance to regroup for the World Cup. Your finances deserve the same...
Five bad attitudes that prevent you from saving
Economic Outlook 2026 The South African Savings Crisis: Breaking the Cycle in 2026 With household savings rates trending into negative territory (–1.20% in late 2025), South Africans are spending...
Money with a mission: Cultivating freedom and prosperity
Budgeting & Savings Beating "Januworry": Your Festive Recovery Plan The secret to avoiding the January squeeze isn’t superhuman willpower in December; it’s proactive planning right now. The...
Cybersecurity: The Silent Threat to Your Wealth
Risk Management Cyber-Security: The New Financial Risk In the past year, cybercrime has cost South Africa an estimated R2.2 billion. Protecting your digital footprint is now as critical as managing...
Budgeting Tips for Year-End Spending: A South African Financial Planner’s Guide
Money Management Where Your Heart Goes, Your Money Follows Enjoy the season without compromising your financial well-being. With a bit of planning, you can thrive in December and January alike. As...
Avoid Scams This Holiday Season: Protect Your Wallet and Your Data
Cyber Security Don't Let Festive Fraud Steal Your Cheer Fraudsters know you're rushing. Don't let holiday excitement—or financial anxiety—make you an easy target for sophisticated scams. The holiday...