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Financial Planning

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30 years into our democracy, good financial advice can help us move the needle on South Africans retiring comfortably

30 years into our democracy, good financial advice can help us move the needle on South Africans retiring comfortably

09 July 2024 | All

Having recently celebrated 30 years of democracy in South Africa, I am prompted to think about what the next 30 years will look like for South Africans. For example, will the percentage of people retiring comfortably increase from the current 6%, or will it decrease?

Kids are Never Too Young for the F Word:  5 Critical Conversations to Start Talking Finances with Your Kids

Kids are Never Too Young for the F Word: 5 Critical Conversations to Start Talking Finances with Your Kids

02 July 2024 | All

How the F(inance) does one talk ‘money’ with one’s kids?

How Millennials and Gen Z Approach Money

How Millennials and Gen Z Approach Money

20 June 2024 | All
Discipline Knows No Regret: The Liberation in Embracing Pain

Discipline Knows No Regret: The Liberation in Embracing Pain

12 June 2024 | All

In a South Africa where the inevitability of pain can seem daunting, one concept stands out as liberating: the choice between the pain of discipline and the pain of regret.

Election year: Factoring risk and uncertainty into your financial planning

Election year: Factoring risk and uncertainty into your financial planning

23 May 2024 | All
A day to reflect on financial protection and stability

A day to reflect on financial protection and stability

02 May 2024 | All
Rethinking and transforming your money and emotion

Rethinking and transforming your money and emotion

27 February 2024 | All
Groundbreaking Money Attitudes Assessment Helps South Africans On The Road to Financial Success

Groundbreaking Money Attitudes Assessment Helps South Africans On The Road to Financial Success

06 February 2024 | All
Five essential discussions every financial adviser should have with their customers in 2024

Five essential discussions every financial adviser should have with their customers in 2024

06 February 2024 | All
Fix your money mindset: how to improve your relationship with your finances

Fix your money mindset: how to improve your relationship with your finances

02 February 2024 | All
How do you get rich?

How do you get rich?

10 January 2024 | All
How to empower and secure your child’s future in uncertain times

How to empower and secure your child’s future in uncertain times

15 November 2023 | All