The Olympic Strategy for Personal Financial Planning
The Olympic Games will take place from 26 July to 11 August 2024. This spectacular event will go down in history and Paris will be the centre of the world....
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Securing Your Health and Wealth: A Financial Guide to Retirement Medical Costs
The retirement years invite you with the allure of rest and recreation, but without adequate financial planning, particularly for healthcare, this dream can become a source of stress. As a...
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Money with a mission: Cultivating freedom and prosperity
In the spirit of Human Rights Day this March, we are called to celebrate the fundamental right to freedom that all South Africans hold dear. But the concept of freedom...
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Questions to ask before you start investing
Investing is one of the surest ways to build wealth, but understanding your reasons for investing, what you hope to achieve with your wealth, and how your investment fits into...
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A rising tide lifts all boats
In a challenging economic climate, it is crucial to take proactive steps to maintain a healthy and stable personal financial situation. Regardless of the season, South Africans can benefit from...
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Planning For Your Healthcare Within A Budget
The cost of living is rising in many areas of the world, with consumer price inflation in South Africa being higher than the country's Reserve bank's goal range. Head of...
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How to start 2024 on the right footing
Financial Planning can be overwhelming at the best of times. Come back from a road trip and good luck with the car valet getting sea sand out of the car...
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Love is here to stay so are your finances
It is that time of the year again: Romance is setting in and Valentine’s Day is rapidly approaching. Love it or hate it, in a few days, Valentine’s Day is here....
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Budgeting and Expense Tracking: Your Financial Roadmap for the New Year
Ah, the New Year! A time of resolutions, fresh starts, and promises to finally stick to a budget. If you are like most South Africans, the idea of budgeting ranks...
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Treat your financial planning experience like a journey
This time of the year is filled with thoughts of how we are to celebrate the end of the year, among other festivities. It is an opportunity to reflect on...
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Global Money Week 2024
We had an invaluable time celebrating GMW2024 together with you on 18-24 March 2024! This year’s GMW theme was “Protect your money, secure your future” which focused on safe money...
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Empowering Financial Futures: Reflecting on Financial Planning Week 2023
Financial Planning Week (FPW) 2023 was a resounding success, marked by the enthusiastic support of individual members and professional practices alike. This annual event serves as a pivotal platform to...
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