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Financial Planning

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Financial advice needs to be SA’s next big mindset shift

Financial advice needs to be SA’s next big mindset shift

07 May 2025 | All

Only 9% of South African households use a financial adviser. That means less than one in ten families have access to professional, certified guidance on how to grow, protect, and manage their income and savings.

Take control of your money—why a cash flow statement beats budgeting every time

Take control of your money—why a cash flow statement beats budgeting every time

02 May 2025 | All

For many South Africans, the word “budget” is often associated with sacrifice—tightening the belt, cutting back, and a sense of financial pressure. But managing your money doesn’t have to feel restrictive.

How ‘A Frolic Budget’ Lets You Spend Smart and Live Large

How ‘A Frolic Budget’ Lets You Spend Smart and Live Large

02 May 2025 | All
Failing to plan is planning to fail – a financial plan is your greatest asset, even in uncertain times

Failing to plan is planning to fail – a financial plan is your greatest asset, even in uncertain times

30 April 2025 | All
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Question

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

Answer
Build a safer, smarter financial future with holistic financial planning

Build a safer, smarter financial future with holistic financial planning

30 April 2025 | All
What is a holistic financial plan? And why it matters

What is a holistic financial plan? And why it matters

23 April 2025 | All
A Legacy of Advice: How one family is guiding generations toward financial security

A Legacy of Advice: How one family is guiding generations toward financial security

22 April 2025 | All
How to achieve financial freedom – a mindset for building wealth

How to achieve financial freedom – a mindset for building wealth

22 April 2025 | All
Trust, Tragedy and the True Power of Financial Advice

Trust, Tragedy and the True Power of Financial Advice

22 April 2025 | All
FSCA focus on finfluencers proves South Africans are desperate for proper financial advice

FSCA focus on finfluencers proves South Africans are desperate for proper financial advice

16 April 2025 | All
Healing your money wounds and breaking free from financial trauma

Healing your money wounds and breaking free from financial trauma

14 April 2025 | All
Planning for Intergenerational Wealth Transfers in South Africa

Planning for Intergenerational Wealth Transfers in South Africa

07 April 2025 | All