Financial Planning

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Critical information for people nearing retirement

05 November 2025 | All

With the rising cost of living and volatile market conditions putting pressure on retirement income, choosing the right annuity has become one of the most consequential financial decisions facing South Africans today.

Understanding Risk: How Your Investment Profile Shapes Your Financial Future

04 November 2025 | All

Many South Africans invest without understanding their risk tolerance - a mistake that can cost them. However, it’s never too late to pause and take stock of your strategy. Whether you lean towards conservative, medium, or high-risk, understanding your tolerance for ups and downs matters far more than chasing the highest possible returns.

Divorce done right: Building with purpose, not panic

04 November 2025 | All

The secret to thriving beyond the trauma of divorce is not just legal strategy, it’s professional financial advice.

The science behind why financial success favours the focused mind

30 October 2025 | All

South Africans are juggling rising living costs, increasing debt and constant digital noise, a combination that makes it harder to stay focused on long-term financial goals.

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

The hidden gap in group risk cover: why severe illness needs its own conversation

29 October 2025 | All

A Guide to Managing Black Tax Sustainably and Breaking the Cycle for the Next Generation

28 October 2025 | All

Placing bets on your future: Why sound advice beats gambling for financial security

27 October 2025 | All

Start Small, Grow Big: Make Every Rand Count This International Savings Day

27 October 2025 | All

Young South Africans are too broke to save

23 October 2025 | All

Start Early: Why Retirement Planning Should Begin in Your 30s

22 October 2025 | All

Daily discipline and planning encouraged this Financial Planning Month

21 October 2025 | All

FOMO vs BOOST This Black Friday

21 October 2025 | All

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