Financial Planning

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Take action to maximise tax benefits as financial year end approaches

12 January 2026 | All

While your mind may still be on the mince pies, or that sandy beach holiday, the financial year end is fast approaching and now is the time to take advantage of the 2025 / 2026 tax exemptions. These transactions need to be made before the 27th of February 2026.

Don’t play musical chairs with your investments

09 January 2026 | All

Let’s compare being in and out of the market with your investment with the children’s game: musical chairs.

Focus and intentional action are key to building generational wealth

07 January 2026 | All

As 2026 begins, it offers a natural moment for reflection and renewed focus. For those who have built a successful financial foundation, there comes a time when their attention shifts from earning to enduring.

From distraction to direction: The focus checklist for a new year

09 December 2025 | All

We live in a world of constant distraction and without a singular goal and clear direction, it's easy to lose our way, both in life and in our careers.

quick poll

Question

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

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

View the Results

Financial goals are the best motivator

09 December 2025 | All

Self-employed professionals – upgrade your future with a solid RA

04 December 2025 | All

Make 2026 your year

27 November 2025 | All

How to Say No to the December Debt Trap by Setting Guilt-Free Spending Limits: Five Ways to Stay Financially Disciplined This Festive Season

27 November 2025 | All

The benefits of holistic financial planning in long-term wealth creation

21 November 2025 | All

Turn your year-end bonus into a wealth booster

20 November 2025 | All

Financial education: The bridge to South Africa’s inclusive future

17 November 2025 | All

How to stop knee-jerk reactions from costing you money

05 November 2025 | All

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