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Financial Planning

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Fill your financial cup: The self-care ritual Gen Z and Alpha can’t ignore

Fill your financial cup: The self-care ritual Gen Z and Alpha can’t ignore

09 June 2025 | All

Born into a world constantly reshaped by technology, economic uncertainty, and global challenges, Gen Z (born mid-1990s to early 2010s) and Generation Alpha (early 2010s onward) must approach money very differently from older generations.

A Father’s Day ‘fintervention’ - What financial DNA did Dad give you?

A Father’s Day ‘fintervention’ - What financial DNA did Dad give you?

06 June 2025 | All

It’s Father’s Day – that time of year when we celebrate our father figures: the dad jokes, the dodgy dance moves, the questionable music taste.

Fatherhood with foresight: Avoiding the real ‘father’s tax’

Fatherhood with foresight: Avoiding the real ‘father’s tax’

03 June 2025 | All

Despite admirable efforts, 94% of South Africans are unable to retire comfortably.

Want to build and ensure generational wealth? Involve your heirs early

Want to build and ensure generational wealth? Involve your heirs early

03 June 2025 | All
quick poll
Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer
Money Values Matter

Money Values Matter

02 June 2025 | All
Give yourself a reason to start saving

Give yourself a reason to start saving

29 May 2025 | All
What happens when your golden years are looking more like bronze?

What happens when your golden years are looking more like bronze?

27 May 2025 | All
Youth month: Managing your money, instead of letting it manage you

Youth month: Managing your money, instead of letting it manage you

27 May 2025 | All
The often-overlooked CFO of the home: Why mothers matter in financial planning

The often-overlooked CFO of the home: Why mothers matter in financial planning

23 May 2025 | All
Freeze your spending, not your future: Make winter work for your money

Freeze your spending, not your future: Make winter work for your money

19 May 2025 | All
Selecting the right products for your journey to financial freedom

Selecting the right products for your journey to financial freedom

19 May 2025 | All
The rise of family offices in South Africa: old money meets new wealth

The rise of family offices in South Africa: old money meets new wealth

16 May 2025 | All