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Financial Planning

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Take control: Securing your right to financial security in 10 steps

Take control: Securing your right to financial security in 10 steps

20 March 2025 | All

Human Rights Day is a time to reflect on the fundamental freedoms every person is entitled to. But what about the rights people deserve?

Beyond the numbers: why women need financial planning that reflects real life

Beyond the numbers: why women need financial planning that reflects real life

05 March 2025 | All

As South Africa prepares to mark International Women’s Day 2025, attention turns to a vital but often overlooked tool for women’s empowerment—financial planning.

More than half of South African’s are unable to have difficult financial discussions with their loved ones!

More than half of South African’s are unable to have difficult financial discussions with their loved ones!

18 February 2025 | All
The Price of Love: Are You Financially Compatible?

The Price of Love: Are You Financially Compatible?

14 February 2025 | All

February, the month of love, is all about grand gestures, romantic surprises, and promises of forever.

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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
Surviving the waithood: when children stay home or boomerang back

Surviving the waithood: when children stay home or boomerang back

04 February 2025 | All
Financial advising lessons from money habits and marshmallows

Financial advising lessons from money habits and marshmallows

30 January 2025 | All
Start with the ‘why’: the key to meaningful financial advice in 2025

Start with the ‘why’: the key to meaningful financial advice in 2025

22 January 2025 | All
Spend your bonus wisely: make it work for you

Spend your bonus wisely: make it work for you

02 December 2024 | All
Modern portfolio construction tools fit for adviser, client needs

Modern portfolio construction tools fit for adviser, client needs

28 November 2024 | All
5 habits to fuel you on your road to financial success

5 habits to fuel you on your road to financial success

27 November 2024 | All
Five factors to leave behind the right kind of legacy

Five factors to leave behind the right kind of legacy

20 November 2024 | All
How to create lasting wealth that spans generations

How to create lasting wealth that spans generations

19 November 2024 | All