Financial Planning

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AI can answer your money questions, but can it understand your life?

24 July 2026 | All

Artificial intelligence (AI) is rapidly changing the way people interact with their money.

Emergency funds vs investments: Finding the perfect balance for financial resilience

21 July 2026 | All

July marks National Savings Month in South Africa, and as a result many households use it as an opportunity to reassess their household budgets and look for practical ways to build financial flexibility in an effort to save a bit more.

Paid on Friday and almost broke by Monday? Why aren’t salaries lasting a full month anymore?

20 July 2026 | All

For many South Africans, payday brings a brief sense of relief. Within days, debit orders, transport costs, grocery bills and other essential expenses absorb much of what is available, leaving households stretched for the rest of the month.

Beyond Milestones, The Lifelong Wealth Journey

20 July 2026 | All

For years, the financial services industry has segmented clients into categories. Private banking sat in one place and wealth management in another, with the assumption that as people accumulated wealth, they would naturally move from one offering to the next.