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Concerns mount as South Africa’s National Healthcare Insurance Bill progresses
Current Status: Legal Pause NHI Update 2026: Ambition Meets The Courtroom "While the intention to provide equal access to healthcare is commendable, the current framework faces unprecedented legal...
Play your part this Money Smart Week
How to overcome the fear of losing money
Investor Confidence 2026 The Confident Investor: Overcoming the Fear of Market Volatility "Investing is a long-term game; patience and discipline are your most valuable assets in achieving financial...
EPIC approach to investing
Ethical • Purposeful • Impactful • Committed The EPIC Shift: Impact Investing for a Sustainable Future "Impact investing challenges the view that social issues are for philanthropy alone, and...
Achieving Financial Emancipation
Freedom Day Reflection Financial Emancipation: The Pathway to Inner Happiness "Freedom Day brings back memories of the euphoria of 1994. Today, we argue that true freedom requires financial...
Financial Literacy Education in South Africa
Community Empowerment Financial Literacy: The Key to Unlocking South Africa's Potential "Every decision a person makes has a financial aspect. It is time we make financial literacy education the...
Is a retirement fund a sure way to your financial independence?
Expert Insight: Palesa Dube, CFP® Retirement Funds: The Starting Point, Not the Destination "A retirement fund is a great step toward financial independence, but it is not a guaranteed path to...
Fairness for all
Taxpayer Rights Alert Stuck in the SARS System? The Power of the Tax Ombud "When the root cause of a complaint is systemic, you don't have to wait. The Office of the Tax Ombud (OTO) is your direct...
Retirement: don’t ignore these threats!
Expert Perspective: Wouter Fourie, CFP® 10 Threats That Can Derail Your Retirement in 2026 With 26 years of experience, I’ve seen first-hand that retirement planning is no longer a once-off event—it...
Mother’s love is the best
Mother’s Day 2026: May 10th The Financial "Knife's Edge": Empowering Motherhood in South Africa “Mmangwana o tshwara thipa ka bogaleng” — A mother will go to any length to protect her children. In...
Two-Pot Retirement System
Updated: March 2026 Regulations The Two-Pot Reality: Managing Your Three-Way Wealth As of 2026, the Two-Pot system is no longer a draft—it is the active law governing every South African’s...
How to structure a tax-efficient income when you retire
Strategy by Kenny Meiring, CFP® The Income Stream: Sustainability, Costs, and Taxes "At retirement, you need a strategy that provides the best sustainable income for the rest of your life without...
Global Money Week 2023
16 – 22 MARCH 2023 Global Money Week 2023: “Smart Money Talks” Empowering the next generation to break the taboo around personal finance and build healthy financial habits through open conversation....
FAIS Ombuds Warns Consumers of Cryptocurrency Scams
The Psychology of Money
Financial Resolutions Why Your Brain Ignores Good Advice "Your personal experiences make up 0.00000001% of what’s happened in the world, but 80% of how you think the world works." Experience vs....
How to create a sustainable post-retirement plan – Part 2
Insight by Jeanne-Marie Lombard, CFP® Beyond the Math: Managing Retirement Risks "It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just aint’ so." — Mark...
How to create a sustainable post-retirement plan – Part 1
Retirement Framework Building a Sound Intellectual Framework for Investment “To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside...
Start building your wealth in 2023!
Wealth Creation The Eighth Wonder: Compound Interest & Small Steps "He who understands it, earns it; he who doesn’t, pays it." — Albert Einstein 1. The 365-Day Savings Challenge Do you want to...
Don’t Get Taxed Out of Retirement – Maximize Your Savings with SARS Allowable Deductions.
Tax Year-End Strategy Don’t Be Taxed to Death: Maximize Your SARS Deductions Take control of your retirement savings before the February 28th deadline to reduce your liability and protect your...
The important role of your healthcare consultant
Healthcare Strategy Medical Aid as a Rubik’s Cube: Solving the 2023 Puzzle As medical schemes share benefit and contribution changes for 2023, ensure your plan still aligns with your lifestyle and...
Protecting your loved ones from the grave
Legacy & Estate Planning Don't Let Them "Blow It": Protecting Your Legacy "The cold and hard truth is that financial maturity does not necessarily come with age. How do you protect your...


















