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Financial Planning
- Final accounting: Determining your estate duty liability - 25 May 2022
- What to consider when determining your retirement cash flow needs - 20 May 2022
- Gear up your savings by using your tax deductions smartly - 18 May 2022
- Divorce financial planning: Calculating your pension interest - 16 May 2022
- How to reduce delays in your estate administration - 13 May 2022
- Financial health check: Ask yourself the hard questions - 12 May 2022
- Tax liabilities in your deceased estate - 11 May 2022
- Preparing to draft your Will: Some important considerations - 10 May 2022
- Facing retrenchment: Your questions answered - 6 May 2022
- Setting up your trust: A basic guide for trust founders - 4 May 2022
- Thinking about divorce? Here are some questions to consider - 29 Apr 2022
- Here’s why you should choose your trustees carefully - 27 Apr 2022
- Rebuilding your financial life after divorce - 22 Apr 2022
- Big little lies: The devastating effects of financial infidelity - 20 Apr 2022
- Estate planning mistakes to avoid - 18 Apr 2022
- The power of asking ‘what if? - 14 Apr 2022
- Consider a triage approach when starting your financial planning journey - 12 Apr 2022
- The important role of special trusts - 7 Apr 2022
- First meeting with your financial advisor? Here’s what to ask - 5 Apr 2022
- Questions to consider before you start investing - 1 Apr 2022
- 6 things to consider before you retire - 30 Mar 2022
- Financial planning for diabetics - 28 Mar 2022
- What to consider when determining your retirement income - 25 Mar 2022
- Planning a family: How to get your financial affairs in order - 23 Mar 2022
- What to consider before registering an inter vivos trust - 18 Mar 2022
- Giving your children an early inheritance: Considerations and options - 16 Mar 2022
- Offshore investing: Direct versus indirect options - 11 Mar 2022
- The key differences between a life and living annuity - 9 Mar 2022
- These 7 financial solutions should be used strategically - 4 Mar 2022
- Moving in together: How to set up your cohabitation agreement - 2 Mar 2022
- Administering your estate: It matters how you are married - 28 Feb 2022
- What to consider before taking out life cover - 25 Feb 2022
- 5 effective ways to reduce your estate duty liability - 22 Feb 2022
- The many functions of an estate plan - 18 Feb 2022
- 8 reasons to set up a tax-free savings account before the end of February - 14 Feb 2022
- The significant advantages of investing in an RA - 11 Feb 2022
- Estate administration: The winding up of your financial affairs - 9 Feb 2022
- What does a power of attorney over your financial affairs entail? - 7 Feb 2022
- 9 things to know about retirement annuities - 3 Feb 2022
- Maximise your tax deductions this year-end - 1 Feb 2022
- Risks to consider before investing in rental property - 28 Jan 2022
- Your retirement funding options and how they work - 26 Jan 2022
- Everything you need to know about retirement annuities - 20 Jan 2022
- A financial planning calendar for 2022 - 18 Jan 2022
- Before getting married: Financial planning conversations to be had - 14 Jan 2022
- Debt and your deceased estate - 13 Jan 2022
- Key decisions to be made at retirement - 11 Jan 2022
- A living will: Everything you need to know - 15 Dec 2021
- Maximising investment returns requires strategic tax management - 14 Dec 2021
- These mistakes that can set you back financially - 10 Dec 2021
- Preservation funds: Specialised pre-retirement investment vehicles - 8 Dec 2021
- 10 compelling reasons to review your will - 6 Dec 2021
- Gap cover: Top-up health insurance that can protect you financially - 3 Dec 2021
- Assets that won’t attract estate duty - 1 Dec 2021
- Choosing a living annuity: Here’s what to know - 26 Nov 2021
- The cost of delaying your retirement savings - 24 Nov 2021
- What to consider when choosing a marriage contract - 22 Nov 2021
- A single mother’s guide to financial planning - 19 Nov 2021
- The A – Z of life cover - 18 Nov 2021
- Understanding the financial impact of dementia - 17 Nov 2021
- Different types of wills and why you may need them - 12 Nov 2021
- 15 common mistakes made by first-time property buyers - 9 Nov 2021
- How to save for retirement as a stay-at-home parent - 8 Nov 2021
- Dread disease cover: Your questions answered - 5 Nov 2021
- The roles of those nominated in your will - 4 Nov 2021
- How to prepare for retirement - 3 Nov 2021
- Dread disease cover: Ensuring financial survival after diagnosis - 2 Nov 2021
- Your credit card: Money management necessity or debt trap? - 1 Nov 2021
- 20 circumstances that may require a review of your financial plan - 28 Oct 2021
- The role of the Guardian’s Fund - 27 Oct 2021
- Choosing a medical aid: First understand the terminology - 25 Oct 2021
- Choosing a medical aid option: Here’s what to consider - 22 Oct 2021
- Common mistakes made by first-time property buyers - 20 Oct 2021
- What to consider before taking out dread disease cover - 19 Oct 2021
- Donations tax and tax exemptions: Here’s how it works - 18 Oct 2021
- Planning for a modern retirement - 15 Oct 2021
- The costs of winding up a deceased estate - 14 Oct 2021
- Life stage financial planning for women - 13 Oct 2021
- Setting up a trust: When is it appropriate? - 12 Oct 2021
- The emergency fund is a financial planning fundamental - 11 Oct 2021
- The role of long-term insurance through your lifetime - 5 Oct 2021
- Retirement: Life rights versus full title living - 4 Oct 2021
- 20 steps to take in your twenties that can secure your financial future - 1 Oct 2021
- Marriage versus life partnership: The financial implications of each - 1 Oct 2021
- Determining the validity of your will - 29 Sep 2021
- Children and money: Developing a healthy relationship with money - 28 Sep 2021
- Choosing the most appropriate savings vehicle - 27 Sep 2021
- Generating an income from a side hustle - 22 Sep 2021
- The hassle of offshore trust reporting - 21 Sep 2021
- Buying a bigger home: What does it really cost? - 20 Sep 2021
- Setting up a trust for your special needs child - 17 Sep 2021
- The importance of healthcare cover in retirement - 15 Sep 2021
- The importance of mitigating risk when planning for retirement - 13 Sep 2021
- Section 37C: What it means for the distribution of your retirement death benefits - 10 Sep 2021
- Protecting your surviving spouse from financial distress in the event of your death - 9 Sep 2021
- A testamentary trust: When and how to set one up - 7 Sep 2021
- The A – Z of estate planning - 3 Sep 2021
- Maximising investment returns requires strategic tax management - 1 Sep 2021
- Offshore investing fundamentals - 30 Aug 2021
- Navigating your 2021 tax returns - 27 Aug 2021
- Financial advice for women starting out their careers - 25 Aug 2021
- These things can leave women financially vulnerable - 20 Aug 2021
- How women can fortify their financial position against divorce - 18 Aug 2021
- The financial implications of dying intestate - 13 Aug 2021
- What happens to your retirement savings when you die? - 11 Aug 2021
- Concrete steps to becoming a better saver - 6 Aug 2021
- Generational wealth planning is a family affair - 4 Aug 2021
- Succession planning: Transferring wealth from one generation to the next - 30 Jul 2021
- Retrenchment: The process, your rights, and your options - 29 Jul 2021
- Choosing the most appropriate savings vehicle for your goals - 28 Jul 2021
- Ask yourself these questions before you retire - 27 Jul 2021
- Retirement funding: How to catch up when you’ve fallen behind - 23 Jul 2021
- Living benefits: Protecting the value of your future earnings - 22 Jul 2021
- How to develop a healthy savings mentality - 21 Jul 2021
- What to consider before accepting a job offer - 16 Jul 2021
- Compulsory versus discretionary investing, and why you probably need both - 15 Jul 2021
- 10 things to know about divorce and your retirement funds - 13 Jul 2021
- The benefits of taking a long term investment view - 9 Jul 2021
- Understanding how your medical aid tax credits work - 8 Jul 2021
- Planning to retire early? Here’s what to consider - 6 Jul 2021
- Financial planning for every stage of life - 2 Jul 2021
- Vehicle finance: What to consider when buying a car - 30 Jun 2021
- Recognising and correcting your investment biases - 25 Jun 2021
- 10 ways to ensure your children have a healthy relationship with money - 23 Jun 2021
- Money market funds and accounts: Different in nature and purpose - 17 Jun 2021
- Divorce: Calculating the accrual and dividing the assets - 16 Jun 2021
- What to consider if you’re planning to retire early - 10 Jun 2021
- The role of beneficiary nomination in your estate planning - 9 Jun 2021
- Multi-jurisdictional estate planning: Structuring your foreign assets - 8 Jun 2021
- Advice for first-time home buyers - 3 Jun 2021
- The accrual system: What happens when your spouse dies? - 1 Jun 2021
- Understanding the accrual system: Here’s why estate planning is so important - 28 May 2021
- Estate administration: The practical realities of death - 26 May 2021
- Married in community of property: What happens when your spouse dies? - 21 May 2021
- Retirement’s top 10 stressors - 19 May 2021
- Age is just a number: Financial planning for mixed age marriages - 14 May 2021
- Direct offshore investing: Key steps required to externalize your Rands - 12 May 2021
- Your first job: Start your financial planning journey now - 6 May 2021
- Mental incapacity: When and how to appoint an administrator - 5 May 2021
- A pyramid scheme by any other shape - 30 Apr 2021
- The practical workings of testamentary trusts - 29 Apr 2021
- Financial planning in your 40s: Common mistakes to avoid - 26 Apr 2021
- What to consider when investing indirectly offshore - 23 Apr 2021
- 25 steps for drafting a sure-fire Will - 21 Apr 2021
- Estate planning: Securing your minor child’s inheritance - 16 Apr 2021
- Here’s why divorce financial planning is so important - 14 Apr 2021
- 10 critical steps to take in the wake of retrenchment - 9 Apr 2021
- The types and functions of trusts in South Africa - 7 Apr 2021
- How your marriage contract impacts on your finances - 1 Apr 2021
- The tax implications of death - 30 Mar 2021
- Financial planning for single parents of special needs children - 25 Mar 2021
- The process of setting up an inter vivos trust - 24 Mar 2021
- 10 things that can rob you of your financial peace of mind - 19 Mar 2021
- The estate duty implications of your insurance policies - 18 Mar 2021
- The financial duties & responsibilities of your trustees - 16 Mar 2021
- When your spouse has dementia - 12 Mar 2021
- How to calculate your estate duty - 10 Mar 2021
- First-time investing: Setting up your retirement annuity - 5 Mar 2021
- Covid-19 and the cost of education - 3 Mar 2021
- Here’s how to maximise the benefits of your tax-free savings account - 26 Feb 2021
- The impact of Regulation 28 on your retirement funds - 24 Feb 2021
- What to consider when choosing a retirement annuity - 19 Feb 2021
- The A-Zs of retirement annuities - 17 Feb 2021
- Retirement fund harmonisation: Your questions answered - 11 Feb 2021
- Cohabitation: Your rights as a couple - 10 Feb 2021
- Setting up a business: How to choose the right entity - 9 Feb 2021
- Buy and sell insurance: A funding mechanism for succession - 5 Feb 2021
- Trusts: Technical terms explored - 1 Feb 2021
- Living annuities: Your questions answered - 27 Jan 2021
- What to consider when choosing an annuity income - 21 Jan 2021
- How single parents can protect themselves financially - 20 Jan 2021
- Death of a loved one: Here’s how their estate will be wound up - 18 Jan 2021
- What does your good health mean for your retirement? - 15 Jan 2021
- Checklist: Things to do before the end of the tax year - 13 Jan 2021
- Considering being a stay-at-home parent? Here’s what to consider - 12 Jan 2021
- The process of financial emigration - 12 Jan 2021
- Understanding donations and exemptions - 18 Dec 2020
- Why and how to support local this festive season - 17 Dec 2020
- The financial implications of changing your matrimonial property regime - 15 Dec 2020
- Incorporating global diversification into your investment strategy - 11 Dec 2020
- The purpose of having an estate plan - 9 Dec 2020
- Set your financial goals for 2021 now - 7 Dec 2020
- Financial emigration: What is it and when is it appropriate? - 2 Dec 2020
- Festive season spending: Here’s what to keep in mind - 1 Dec 2020
- Famous last words: Is your Will valid? - 27 Nov 2020
- Financial planning for independent contractors and gig workers - 25 Nov 2020
- Retrenchment: Your questions answered - 23 Nov 2020
- 15 things you can do today that your future self will thank you for - 20 Nov 2020
- Income protection: Providing a salary when you are unable to earn - 16 Nov 2020
- What’s in a financial plan? - 13 Nov 2020
- Updating your financial plan after marriage - 11 Nov 2020
- Financial planning for couples married with the accrual system - 9 Nov 2020
- Financial infidelity takes many shapes and forms - 6 Nov 2020
- Wills, Trusts & Deceased Estates: Your questions answered - 4 Nov 2020
- Married in community of property: Financial planning for a joint estate - 3 Nov 2020
- Your debt: What happens to it when you die? - 30 Oct 2020
- Dread disease cover: How does it work and do you need it? - 28 Oct 2020
- Investing: Beware of these emotional biases - 26 Oct 2020
- Investing: Don’t let technical jargon delay your investment journey - 23 Oct 2020
- Your first child: How to update your financial plan - 21 Oct 2020
- Mechanisms for retirement funding explored - 19 Oct 2020
- 6 Major stress factors in retirement - 16 Oct 2020
- Estate planning: Understanding the technical jargon - 14 Oct 2020
- The accrual system: How does it affect your financial planning? - 13 Oct 2020
- What makes couples fight about money? - 12 Oct 2020
- What it means to be financially fit - 9 Oct 2020
- The 7 Ds of financial planning - 7 Oct 2020
- Little room for error: Avoid these financial mistakes in your 60s - 5 Oct 2020
- Financial planning in your 60s: Avoid making these mistakes - 2 Oct 2020
- 20 Steps to fortify your financial position - 30 Sep 2020
- Financial terminology: Know the difference between these key concepts - 28 Sep 2020
- In-fund annuities: What you need to know - 23 Sep 2020
- Divorce: Seek financial advice before signing a settlement agreement - 21 Sep 2020
- Marriage: Questions to ask each other before getting married - 18 Sep 2020
- Nominating a guardian for your minor child - 16 Sep 2020
- 10 questions to ask your financial adviser - 14 Sep 2020
- Estate planning: Assets that fall outside your estate - 11 Sep 2020
- Post-divorce: The road to financial recovery - 9 Sep 2020
- Retrenchment: Retirement annuity or preservation fund? - 7 Sep 2020
- What to consider when bequeathing immoveable property - 4 Sep 2020
- Preservation funds: Everything you need to know - 2 Sep 2020
- What to consider when choosing a matrimonial property regime - 31 Aug 2020
- Retirement annuities: Your questions answered - 28 Aug 2020
- Major money mistakes couples make - 26 Aug 2020
- What to prepare before drafting your Will - 24 Aug 2020
- Investment fundamentals: Answers to frequently asked questions - 21 Aug 2020
- Planning for those with mental or physical disabilities - 19 Aug 2020
- Insurance cover: Be sure to read the fine print - 17 Aug 2020
- Marriage versus cohabitation: The different financial consequences - 13 Aug 2020
- Divorce: Avoid these financial mistakes - 12 Aug 2020
- Financial planning for blended families - 10 Aug 2020
- Thirty-something: Avoid these financial mistakes - 7 Aug 2020
- Making sense of some money myths - 5 Aug 2020
- What happens to your retirement funds on divorce? - 3 Aug 2020
- Making money work in (and for) your relationship - 29 Jul 2020
- Steps to take before drafting your Will - 27 Jul 2020
- The duties and responsibilities of your trustees - 24 Jul 2020
- When your aging parents can no longer manage their finances - 22 Jul 2020
- Investing: Focus on the fundamentals - 20 Jul 2020
- The DOs and DON’Ts of retrenchment - 17 Jul 2020
- What does it really cost to buy a home? - 15 Jul 2020
- Here’s why stay-at-home moms need a financial plan - 13 Jul 2020
- 8 Financial tools: Do you need them and what do they cost? - 10 Jul 2020
- Using an inter vivos trust to achieve your objectives - 6 Jul 2020
- Estate planning: Tools for transferring your wealth - 3 Jul 2020
- Estate planning: Calculating estate liquidity - 26 Jun 2020
- 5 Financial tools for single parents - 25 Jun 2020
- Divorce: Important financial and legal considerations - 24 Jun 2020
- Estate planning: How will your estate be taxed? - 22 Jun 2020
- Budgeting: Wealth is what you don’t spend - 19 Jun 2020
- The lean years: Navigating your finances in your 40s - 17 Jun 2020
- Effective tools to protect your risk - 15 Jun 2020
- Financial mistakes to avoid in your 20s - 12 Jun 2020
- How will your assets be divided on divorce? - 11 Jun 2020
- How to spot an investment scam - 10 Jun 2020
- Living annuities: An income for life - 9 Jun 2020
- Financial desperation: A breeding ground for investment scams - 8 Jun 2020
- Financial mistakes to avoid in your 50s - 5 Jun 2020
- Tough economic times lead to difficult money conversations - 4 Jun 2020
- Do you need a Will for your foreign assets? - 3 Jun 2020
- Living with a terminal illness: Financial & legal considerations - 2 Jun 2020
- 7 estate planning tools to craft your legacy - 1 Jun 2020
- What has the coronavirus revealed about our finances? - 29 May 2020
- Investment fundamentals - 28 May 2020
- Age-appropriate money lessons for children - 27 May 2020
- Frequently asked questions about Living Wills - 26 May 2020
- The role of your executor - 25 May 2020
- Leaving your legacy: Avoid confusion and invalidity - 22 May 2020
- Covid-19 and financial planning: Answers to key questions - 21 May 2020
- Unmerging your money after divorce - 20 May 2020
- Risk protection: How your group life cover and personal insurance work together - 19 May 2020
- How your marital regime affects your estate planning - 18 May 2020
- Retirement homes: Your options considered - 15 May 2020
- The costs of caring for an aged parent - 14 May 2020
- Answers to commonly asked estate planning questions - 13 May 2020
- Special trusts: Providing safe custody of assets - 12 May 2020
- Estate planning: Be clear and intentional - 11 May 2020
- Retirement: Unpacking key concepts - 8 May 2020
- Living together: How to financially protect your partnership - 7 May 2020
- How to choose your executor - 6 May 2020
- Covid-19 and your insurance: What will be covered? - 5 May 2020
- New priorities: Financial planning after Covid-19 - 4 May 2020
- Charitable giving in times of crisis: How to plan accordingly - 29 Apr 2020
- Key financial decisions to be made if retrenched - 28 Apr 2020
- The future costs of your purchasing decisions - 24 Apr 2020
- Coronavirus: Now is the time for good decision-making - 23 Apr 2020
- Choosing the right legal structure for your business - 22 Apr 2020
- A budget disrupted: Resetting your budget in the wake of Covid-19 - 21 Apr 2020
- Make financial literacy part of your home-schooling curriculum - 20 Apr 2020
- The Covid-19 pandemic makes a strong case for couples to plan together - 17 Apr 2020
- Now’s the time to review your life cover - 16 Apr 2020
- Retrenchment: Know your rights and develop a plan - 15 Apr 2020
- The implications of accessing your investments - 14 Apr 2020
- Leaving a legacy: Guiding documents that speak your wishes - 9 Apr 2020
- Freedom of testation: A founding principle of law - 8 Apr 2020
- Protecting your assets through a testamentary trust - 7 Apr 2020
- Financial lessons from a lock down - 6 Apr 2020
- The financial consequences of your marriage contract - 3 Apr 2020
- Tips for getting your estate planning file in order - 2 Apr 2020
- Your Will: Answers to frequently asked questions - 1 Apr 2020
- Life rights retirement villages: Know what you’re buying - 31 Mar 2020
- This is what happens if you die without a will - 31 Mar 2020
- Are you financially prepared for a healthcare emergency? - 30 Mar 2020
- 21 Things to do this lockdown - 27 Mar 2020
- Winding up an estate: A specialist area of expertise - 27 Mar 2020
- What is the real return of your investment property? - 25 Mar 2020
- Risks to consider before investing in buy-to-let property - 24 Mar 2020
- Coronavirus: Strengthening your financial position in times of crisis - 18 Mar 2020
- Things you may wish you knew sooner about money - 18 Mar 2020
- Greed and fear: Enemies of wealth creation - 16 Mar 2020
- Financial decisions that can come back to haunt you - 13 Mar 2020
- Dread disease cover: A truly living benefit - 11 Mar 2020
- What does it really cost to leave South Africa? - 10 Mar 2020
- Avoid these errors when drafting your Will - 6 Mar 2020
- 9 investment myths worth debunking - 4 Mar 2020
- How insurance can help mitigate your business risks - 2 Mar 2020
- The honeymoon is over: Financial advice for newly weds - 28 Feb 2020
- Fact or fallacy: Making sense of money myths - 27 Feb 2020
- Making sense of tax-free savings accounts - 26 Feb 2020
- Healthcare costs in retirement: Don’t rely on wishful thinking - 24 Feb 2020
- What happens when your spouse dies? - 21 Feb 2020
- What’s the best financial advice you’ve ever been given? - 19 Feb 2020
- Estate planning tips to maximise your legacy - 18 Feb 2020
- Valentine’s Day: Manufactured by marketers - 14 Feb 2020
- Financial advice for single mothers - 12 Feb 2020
- Be a better saver - 11 Feb 2020
- Going big: What does it really cost to buy a bigger home? - 7 Feb 2020
- Retirement annuity: A powerful tool for long-term wealth - 5 Feb 2020
- Minimise your tax liability before year-end - 3 Feb 2020
- Financial advice for new parents - 31 Jan 2020
- The many benefits of a retirement annuity - 30 Jan 2020
- Working your life away: What happens when you can’t afford to retire? - 29 Jan 2020
- More than just piggy banks - 24 Jan 2020
- Attack that mounting credit card debt - 17 Jan 2020
- Competing priorities: Financial planning across the generations - 13 Jan 2020
- Appreciating the value of money: An ongoing process - 6 Jan 2020
- 8 steps to financial freedom - 2 Jan 2020
- Revolutionise your finances in 2020 - 23 Dec 2019
- Financial infidelity: Trust is not the only casualty - 18 Dec 2019
- Resolve to be financially fit in 2020 - 13 Dec 2019
- Appealing to the senses - 11 Dec 2019
- Buy local this festive season - 6 Dec 2019
- Don’t blow your bonus - 4 Dec 2019
- Black Friday: The dark side of discontent - 28 Nov 2019
- Gifts that will enrich - 26 Nov 2019
- Life lessons: What our children should know about money - 22 Nov 2019
- How new graduates can cum laude their finances - 20 Nov 2019
- How to balance your year-end budget - 15 Nov 2019
- Save tax on your children’s school fees - 13 Nov 2019
- Robo versus human advisers - 24 Oct 2019
- Planning through pregnancy - 21 Oct 2019
- The reasons we buy too much - 16 Oct 2019
- Financial advice for those building their dream - 9 Oct 2019
- 10 things to know before you invest - 25 Sep 2019
- In case of emergency - 20 Sep 2019
- How to leave your legacy - 16 Sep 2019
- How to raise entrepreneurial children - 11 Sep 2019
- What are the chances? - 10 Sep 2019
- Shake up your finances this Spring - 29 Aug 2019
- Retirement regrets - 27 Aug 2019
- Risks facing cohabiting couples - 21 Aug 2019
- What children’s books can teach us about money - 16 Aug 2019
- Questions to ask the person you plan on marrying - 13 Aug 2019
- Financial planning advice for women - 7 Aug 2019
- 10 timeless money habits - 29 Jul 2019
- Financial considerations on divorce - 15 Jul 2019
- 9 reasons to engage with a financial adviser - 9 Jul 2019
- Financial planning for the terminally ill - 7 Jun 2019
- You, me & money - 28 May 2019
- Financial planning for children with special needs - 22 May 2019
- It matters how you’re married - 16 May 2019
- Decisions, decisions - 24 Apr 2019
- Winter is coming - 11 Apr 2019
- When life happens - 6 Mar 2019
- The stress-free retirement myth - 19 Feb 2019
- Mind over matters - 7 Feb 2019
- The beauty of a retirement annuity - 18 Jan 2019
- Smart savings - 21 Jun 2018
- The next chapter - 13 Jun 2018
- Happy families - 30 May 2018
- More than just maths - 17 May 2018
- Growing great entrepreneurs - 23 Apr 2018
- Beyond the brochure - 17 Apr 2018
- Cause for concern - 26 Mar 2018
- A day in the life - 28 Feb 2018
- Fear, panic and ignorance - 7 Feb 2018
- Consumed - 28 Nov 2017
- Don’t bank on it - 14 Nov 2017
- The ride of your life - 26 Oct 2017
- What we repeatedly do - 18 Oct 2017
- Saving by the bucket-load - 21 Sep 2017
- Financial advice to my 22-year old self - 31 Aug 2017
- How women give away their financial power - 7 Aug 2017
- The unique financial planning needs of women - 2 Aug 2017
- Financial freedom at any age - 6 Jul 2017
Investing
- What to consider when determining your retirement cash flow needs - 20 May 2022
- Financial health check: Ask yourself the hard questions - 12 May 2022
- Facing retrenchment: Your questions answered - 6 May 2022
- Rebuilding your financial life after divorce - 22 Apr 2022
- The power of asking ‘what if? - 14 Apr 2022
- Questions to consider before you start investing - 1 Apr 2022
- 6 things to consider before you retire - 30 Mar 2022
- What to consider when determining your retirement income - 25 Mar 2022
- What to consider before registering an inter vivos trust - 18 Mar 2022
- Giving your children an early inheritance: Considerations and options - 16 Mar 2022
- Offshore investing: Direct versus indirect options - 11 Mar 2022
- The key differences between a life and living annuity - 9 Mar 2022
- These 7 financial solutions should be used strategically - 4 Mar 2022
- 8 reasons to set up a tax-free savings account before the end of February - 14 Feb 2022
- The significant advantages of investing in an RA - 11 Feb 2022
- 9 things to know about retirement annuities - 3 Feb 2022
- Maximise your tax deductions this year-end - 1 Feb 2022
- Risks to consider before investing in rental property - 28 Jan 2022
- Questions to ask your parents about their retirement plan - 21 Jan 2022
- Everything you need to know about retirement annuities - 20 Jan 2022
- A financial planning calendar for 2022 - 18 Jan 2022
- Before getting married: Financial planning conversations to be had - 14 Jan 2022
- Key decisions to be made at retirement - 11 Jan 2022
- Maximising investment returns requires strategic tax management - 14 Dec 2021
- Choosing a living annuity: Here’s what to know - 26 Nov 2021
- The cost of delaying your retirement savings - 24 Nov 2021
- 15 common mistakes made by first-time property buyers - 9 Nov 2021
- How to save for retirement as a stay-at-home parent - 8 Nov 2021
- How to prepare for retirement - 3 Nov 2021
- Dread disease cover: Ensuring financial survival after diagnosis - 2 Nov 2021
- Common mistakes made by first-time property buyers - 20 Oct 2021
- Planning for a modern retirement - 15 Oct 2021
- Life stage financial planning for women - 13 Oct 2021
- The emergency fund is a financial planning fundamental - 11 Oct 2021
- The importance of mitigating risk when planning for retirement - 13 Sep 2021
- The A – Z of estate planning - 3 Sep 2021
- Maximising investment returns requires strategic tax management - 1 Sep 2021
- Offshore investing fundamentals - 30 Aug 2021
- Financial advice for women starting out their careers - 25 Aug 2021
- What happens to your retirement savings when you die? - 11 Aug 2021
- Concrete steps to becoming a better saver - 6 Aug 2021
- Generational wealth planning is a family affair - 4 Aug 2021
- Retrenchment: The process, your rights, and your options - 29 Jul 2021
- Choosing the most appropriate savings vehicle for your goals - 28 Jul 2021
- Retirement funding: How to catch up when you’ve fallen behind - 23 Jul 2021
- Compulsory versus discretionary investing, and why you probably need both - 15 Jul 2021
- 10 things to know about divorce and your retirement funds - 13 Jul 2021
- The benefits of taking a long term investment view - 9 Jul 2021
- Planning to retire early? Here’s what to consider - 6 Jul 2021
- Financial planning for every stage of life - 2 Jul 2021
- Recognising and correcting your investment biases - 25 Jun 2021
- 10 ways to ensure your children have a healthy relationship with money - 23 Jun 2021
- Money market funds and accounts: Different in nature and purpose - 17 Jun 2021
- Retirement’s top 10 stressors - 19 May 2021
- Direct offshore investing: Key steps required to externalize your Rands - 12 May 2021
- Your first job: Start your financial planning journey now - 6 May 2021
- What to consider when investing indirectly offshore - 23 Apr 2021
- Here’s why divorce financial planning is so important - 14 Apr 2021
- First-time investing: Setting up your retirement annuity - 5 Mar 2021
- Here’s how to maximise the benefits of your tax-free savings account - 26 Feb 2021
- The impact of Regulation 28 on your retirement funds - 24 Feb 2021
- What to consider when choosing a retirement annuity - 19 Feb 2021
- The A-Zs of retirement annuities - 17 Feb 2021
- Retirement fund harmonisation: Your questions answered - 11 Feb 2021
- Living annuities: Your questions answered - 27 Jan 2021
- What to consider when choosing an annuity income - 21 Jan 2021
- What does your good health mean for your retirement? - 15 Jan 2021
- Investing: Beware of these emotional biases - 26 Oct 2020
- Investing: Don’t let technical jargon delay your investment journey - 23 Oct 2020
- Mechanisms for retirement funding explored - 19 Oct 2020
- What it means to be financially fit - 9 Oct 2020
- Financial terminology: Know the difference between these key concepts - 28 Sep 2020
- 10 questions to ask your financial adviser - 14 Sep 2020
- Retrenchment: Retirement annuity or preservation fund? - 7 Sep 2020
- What to consider when bequeathing immoveable property - 4 Sep 2020
- Preservation funds: Everything you need to know - 2 Sep 2020
- Investment fundamentals: Answers to frequently asked questions - 21 Aug 2020
- Financial desperation: A breeding ground for investment scams - 8 Jun 2020
- Financial mistakes to avoid in your 50s - 5 Jun 2020
- Investment fundamentals - 28 May 2020
- Retirement: Choosing an annuity income - 1 May 2020
- Coronavirus: Now is the time for good decision-making - 23 Apr 2020
- The implications of accessing your investments - 14 Apr 2020
- What is the real return of your investment property? - 25 Mar 2020
- Risks to consider before investing in buy-to-let property - 24 Mar 2020
- Coronavirus: Strengthening your financial position in times of crisis - 18 Mar 2020
- Things you may wish you knew sooner about money - 18 Mar 2020
- Greed and fear: Enemies of wealth creation - 16 Mar 2020
- Financial decisions that can come back to haunt you - 13 Mar 2020
- 9 investment myths worth debunking - 4 Mar 2020
- Fact or fallacy: Making sense of money myths - 27 Feb 2020
- Making sense of tax-free savings accounts - 26 Feb 2020
Lifestyle Financial Planning
- Final accounting: Determining your estate duty liability - 25 May 2022
- What to consider when determining your retirement cash flow needs - 20 May 2022
- Gear up your savings by using your tax deductions smartly - 18 May 2022
- Divorce financial planning: Calculating your pension interest - 16 May 2022
- How to reduce delays in your estate administration - 13 May 2022
- Financial health check: Ask yourself the hard questions - 12 May 2022
- Tax liabilities in your deceased estate - 11 May 2022
- Preparing to draft your Will: Some important considerations - 10 May 2022
- Facing retrenchment: Your questions answered - 6 May 2022
- Setting up your trust: A basic guide for trust founders - 4 May 2022
- Thinking about divorce? Here are some questions to consider - 29 Apr 2022
- Here’s why you should choose your trustees carefully - 27 Apr 2022
- Rebuilding your financial life after divorce - 22 Apr 2022
- Big little lies: The devastating effects of financial infidelity - 20 Apr 2022
- Estate planning mistakes to avoid - 18 Apr 2022
- The power of asking ‘what if? - 14 Apr 2022
- Consider a triage approach when starting your financial planning journey - 12 Apr 2022
- The important role of special trusts - 7 Apr 2022
- First meeting with your financial advisor? Here’s what to ask - 5 Apr 2022
- Questions to consider before you start investing - 1 Apr 2022
- 6 things to consider before you retire - 30 Mar 2022
- Financial planning for diabetics - 28 Mar 2022
- Planning a family: How to get your financial affairs in order - 23 Mar 2022
- What to consider before registering an inter vivos trust - 18 Mar 2022
- Giving your children an early inheritance: Considerations and options - 16 Mar 2022
- Offshore investing: Direct versus indirect options - 11 Mar 2022
- The key differences between a life and living annuity - 9 Mar 2022
- These 7 financial solutions should be used strategically - 4 Mar 2022
- Moving in together: How to set up your cohabitation agreement - 2 Mar 2022
- Administering your estate: It matters how you are married - 28 Feb 2022
- What to consider before taking out life cover - 25 Feb 2022
- 5 effective ways to reduce your estate duty liability - 22 Feb 2022
- The many functions of an estate plan - 18 Feb 2022
- 8 reasons to set up a tax-free savings account before the end of February - 14 Feb 2022
- The significant advantages of investing in an RA - 11 Feb 2022
- Estate administration: The winding up of your financial affairs - 9 Feb 2022
- What does a power of attorney over your financial affairs entail? - 7 Feb 2022
- 9 things to know about retirement annuities - 3 Feb 2022
- Maximise your tax deductions this year-end - 1 Feb 2022
- Risks to consider before investing in rental property - 28 Jan 2022
- Your retirement funding options and how they work - 26 Jan 2022
- Questions to ask your parents about their retirement plan - 21 Jan 2022
- Everything you need to know about retirement annuities - 20 Jan 2022
- A financial planning calendar for 2022 - 18 Jan 2022
- Before getting married: Financial planning conversations to be had - 14 Jan 2022
- Debt and your deceased estate - 13 Jan 2022
- Key decisions to be made at retirement - 11 Jan 2022
- A living will: Everything you need to know - 15 Dec 2021
- Maximising investment returns requires strategic tax management - 14 Dec 2021
- These mistakes that can set you back financially - 10 Dec 2021
- Preservation funds: Specialised pre-retirement investment vehicles - 8 Dec 2021
- 10 compelling reasons to review your will - 6 Dec 2021
- Gap cover: Top-up health insurance that can protect you financially - 3 Dec 2021
- Assets that won’t attract estate duty - 1 Dec 2021
- Choosing a living annuity: Here’s what to know - 26 Nov 2021
- The cost of delaying your retirement savings - 24 Nov 2021
- What to consider when choosing a marriage contract - 22 Nov 2021
- A single mother’s guide to financial planning - 19 Nov 2021
- The A – Z of life cover - 18 Nov 2021
- Understanding the financial impact of dementia - 17 Nov 2021
- Different types of wills and why you may need them - 12 Nov 2021
- 15 common mistakes made by first-time property buyers - 9 Nov 2021
- How to save for retirement as a stay-at-home parent - 8 Nov 2021
- Dread disease cover: Your questions answered - 5 Nov 2021
- The roles of those nominated in your will - 4 Nov 2021
- How to prepare for retirement - 3 Nov 2021
- Dread disease cover: Ensuring financial survival after diagnosis - 2 Nov 2021
- Your credit card: Money management necessity or debt trap? - 1 Nov 2021
- 20 circumstances that may require a review of your financial plan - 28 Oct 2021
- The role of the Guardian’s Fund - 27 Oct 2021
- Choosing a medical aid: First understand the terminology - 25 Oct 2021
- Choosing a medical aid option: Here’s what to consider - 22 Oct 2021
- Common mistakes made by first-time property buyers - 20 Oct 2021
- What to consider before taking out dread disease cover - 19 Oct 2021
- Donations tax and tax exemptions: Here’s how it works - 18 Oct 2021
- Planning for a modern retirement - 15 Oct 2021
- The costs of winding up a deceased estate - 14 Oct 2021
- Life stage financial planning for women - 13 Oct 2021
- Setting up a trust: When is it appropriate? - 12 Oct 2021
- The emergency fund is a financial planning fundamental - 11 Oct 2021
- The role of long-term insurance through your lifetime - 5 Oct 2021
- Retirement: Life rights versus full title living - 4 Oct 2021
- 20 steps to take in your twenties that can secure your financial future - 1 Oct 2021
- Marriage versus life partnership: The financial implications of each - 1 Oct 2021
- Determining the validity of your will - 29 Sep 2021
- Children and money: Developing a healthy relationship with money - 28 Sep 2021
- Choosing the most appropriate savings vehicle - 27 Sep 2021
- Generating an income from a side hustle - 22 Sep 2021
- The hassle of offshore trust reporting - 21 Sep 2021
- Buying a bigger home: What does it really cost? - 20 Sep 2021
- The importance of healthcare cover in retirement - 15 Sep 2021
- Section 37C: What it means for the distribution of your retirement death benefits - 10 Sep 2021
- Protecting your surviving spouse from financial distress in the event of your death - 9 Sep 2021
- A testamentary trust: When and how to set one up - 7 Sep 2021
- The A – Z of estate planning - 3 Sep 2021
- Maximising investment returns requires strategic tax management - 1 Sep 2021
- Offshore investing fundamentals - 30 Aug 2021
- Navigating your 2021 tax returns - 27 Aug 2021
- Financial advice for women starting out their careers - 25 Aug 2021
- These things can leave women financially vulnerable - 20 Aug 2021
- How women can fortify their financial position against divorce - 18 Aug 2021
- The financial implications of dying intestate - 13 Aug 2021
- Concrete steps to becoming a better saver - 6 Aug 2021
- Generational wealth planning is a family affair - 4 Aug 2021
- Succession planning: Transferring wealth from one generation to the next - 30 Jul 2021
- Retrenchment: The process, your rights, and your options - 29 Jul 2021
- Choosing the most appropriate savings vehicle for your goals - 28 Jul 2021
- Ask yourself these questions before you retire - 27 Jul 2021
- Retirement funding: How to catch up when you’ve fallen behind - 23 Jul 2021
- Living benefits: Protecting the value of your future earnings - 22 Jul 2021
- How to develop a healthy savings mentality - 21 Jul 2021
- What to consider before accepting a job offer - 16 Jul 2021
- Compulsory versus discretionary investing, and why you probably need both - 15 Jul 2021
- 10 things to know about divorce and your retirement funds - 13 Jul 2021
- The benefits of taking a long term investment view - 9 Jul 2021
- Understanding how your medical aid tax credits work - 8 Jul 2021
- Planning to retire early? Here’s what to consider - 6 Jul 2021
- Financial planning for every stage of life - 2 Jul 2021
- Vehicle finance: What to consider when buying a car - 30 Jun 2021
- Recognising and correcting your investment biases - 25 Jun 2021
- 10 ways to ensure your children have a healthy relationship with money - 23 Jun 2021
- Money market funds and accounts: Different in nature and purpose - 17 Jun 2021
- Divorce: Calculating the accrual and dividing the assets - 16 Jun 2021
- End-of-life financial planning - 11 Jun 2021
- What to consider if you’re planning to retire early - 10 Jun 2021
- The role of beneficiary nomination in your estate planning - 9 Jun 2021
- Multi-jurisdictional estate planning: Structuring your foreign assets - 8 Jun 2021
- Advice for first-time home buyers - 3 Jun 2021
- The accrual system: What happens when your spouse dies? - 1 Jun 2021
- Understanding the accrual system: Here’s why estate planning is so important - 28 May 2021
- Estate administration: The practical realities of death - 26 May 2021
- Married in community of property: What happens when your spouse dies? - 21 May 2021
- Retirement’s top 10 stressors - 19 May 2021
- Age is just a number: Financial planning for mixed age marriages - 14 May 2021
- Direct offshore investing: Key steps required to externalize your Rands - 12 May 2021
- Your first job: Start your financial planning journey now - 6 May 2021
- Mental incapacity: When and how to appoint an administrator - 5 May 2021
- A pyramid scheme by any other shape - 30 Apr 2021
- Financial planning in your 40s: Common mistakes to avoid - 26 Apr 2021
- What to consider when investing indirectly offshore - 23 Apr 2021
- Estate planning: Securing your minor child’s inheritance - 16 Apr 2021
- Here’s why divorce financial planning is so important - 14 Apr 2021
- 10 critical steps to take in the wake of retrenchment - 9 Apr 2021
- The types and functions of trusts in South Africa - 7 Apr 2021
- How your marriage contract impacts on your finances - 1 Apr 2021
- The tax implications of death - 30 Mar 2021
- Financial planning for single parents of special needs children - 25 Mar 2021
- The process of setting up an inter vivos trust - 24 Mar 2021
- 10 things that can rob you of your financial peace of mind - 19 Mar 2021
- The estate duty implications of your insurance policies - 18 Mar 2021
- The financial duties & responsibilities of your trustees - 16 Mar 2021
- When your spouse has dementia - 12 Mar 2021
- Covid-19 and the cost of education - 3 Mar 2021
- Here’s how to maximise the benefits of your tax-free savings account - 26 Feb 2021
- The impact of Regulation 28 on your retirement funds - 24 Feb 2021
- What to consider when choosing a retirement annuity - 19 Feb 2021
- The A-Zs of retirement annuities - 17 Feb 2021
- Cohabitation: Your rights as a couple - 10 Feb 2021
- Setting up a business: How to choose the right entity - 9 Feb 2021
- Buy and sell insurance: A funding mechanism for succession - 5 Feb 2021
- Trusts: Technical terms explored - 1 Feb 2021
- Intestate succession: This is what happens when you die without a valid Will - 29 Jan 2021
- What to consider when choosing an annuity income - 21 Jan 2021
- How single parents can protect themselves financially - 20 Jan 2021
- Death of a loved one: Here’s how their estate will be wound up - 18 Jan 2021
- Checklist: Things to do before the end of the tax year - 13 Jan 2021
- Considering being a stay-at-home parent? Here’s what to consider - 12 Jan 2021
- The process of financial emigration - 12 Jan 2021
- Understanding donations and exemptions - 18 Dec 2020
- Why and how to support local this festive season - 17 Dec 2020
- The financial implications of changing your matrimonial property regime - 15 Dec 2020
- Incorporating global diversification into your investment strategy - 11 Dec 2020
- The purpose of having an estate plan - 9 Dec 2020
- Set your financial goals for 2021 now - 7 Dec 2020
- Estate planning for your worldwide assets - 4 Dec 2020
- Financial emigration: What is it and when is it appropriate? - 2 Dec 2020
- Festive season spending: Here’s what to keep in mind - 1 Dec 2020
- Famous last words: Is your Will valid? - 27 Nov 2020
- Financial planning for independent contractors and gig workers - 25 Nov 2020
- Retrenchment: Your questions answered - 23 Nov 2020
- 15 things you can do today that your future self will thank you for - 20 Nov 2020
- Income protection: Providing a salary when you are unable to earn - 16 Nov 2020
- What’s in a financial plan? - 13 Nov 2020
- Updating your financial plan after marriage - 11 Nov 2020
- Financial planning for couples married with the accrual system - 9 Nov 2020
- Financial infidelity takes many shapes and forms - 6 Nov 2020
- Wills, Trusts & Deceased Estates: Your questions answered - 4 Nov 2020
- Married in community of property: Financial planning for a joint estate - 3 Nov 2020
- Your debt: What happens to it when you die? - 30 Oct 2020
- Investing: Beware of these emotional biases - 26 Oct 2020
- Investing: Don’t let technical jargon delay your investment journey - 23 Oct 2020
- Your first child: How to update your financial plan - 21 Oct 2020
- 6 Major stress factors in retirement - 16 Oct 2020
- Estate planning: Understanding the technical jargon - 14 Oct 2020
- The accrual system: How does it affect your financial planning? - 13 Oct 2020
- What makes couples fight about money? - 12 Oct 2020
- What it means to be financially fit - 9 Oct 2020
- The 7 Ds of financial planning - 7 Oct 2020
- Little room for error: Avoid these financial mistakes in your 60s - 5 Oct 2020
- Financial planning in your 60s: Avoid making these mistakes - 2 Oct 2020
- 20 Steps to fortify your financial position - 30 Sep 2020
- Financial terminology: Know the difference between these key concepts - 28 Sep 2020
- In-fund annuities: What you need to know - 23 Sep 2020
- Divorce: Seek financial advice before signing a settlement agreement - 21 Sep 2020
- Marriage: Questions to ask each other before getting married - 18 Sep 2020
- Nominating a guardian for your minor child - 16 Sep 2020
- 10 questions to ask your financial adviser - 14 Sep 2020
- Estate planning: Assets that fall outside your estate - 11 Sep 2020
- Post-divorce: The road to financial recovery - 9 Sep 2020
- Preservation funds: Everything you need to know - 2 Sep 2020
- What to consider when choosing a matrimonial property regime - 31 Aug 2020
- Retirement annuities: Your questions answered - 28 Aug 2020
- Major money mistakes couples make - 26 Aug 2020
- What to prepare before drafting your Will - 24 Aug 2020
- Investment fundamentals: Answers to frequently asked questions - 21 Aug 2020
- Planning for those with mental or physical disabilities - 19 Aug 2020
- Insurance cover: Be sure to read the fine print - 17 Aug 2020
- Marriage versus cohabitation: The different financial consequences - 13 Aug 2020
- Divorce: Avoid these financial mistakes - 12 Aug 2020
- Financial planning for blended families - 10 Aug 2020
- Thirty-something: Avoid these financial mistakes - 7 Aug 2020
- Making sense of some money myths - 5 Aug 2020
- What happens to your retirement funds on divorce? - 3 Aug 2020
- Retiring from your RA: What happens next? - 31 Jul 2020
- Making money work in (and for) your relationship - 29 Jul 2020
- When your aging parents can no longer manage their finances - 22 Jul 2020
- Investing: Focus on the fundamentals - 20 Jul 2020
- The DOs and DON’Ts of retrenchment - 17 Jul 2020
- What does it really cost to buy a home? - 15 Jul 2020
- Here’s why stay-at-home moms need a financial plan - 13 Jul 2020
- 8 Financial tools: Do you need them and what do they cost? - 10 Jul 2020
- 7 Habits of the financially independent - 9 Jul 2020
- Here’s what you can save if you’ve recently stopped smoking - 8 Jul 2020
- Estate planning: Tools for transferring your wealth - 3 Jul 2020
- 5 Financial tools for single parents - 25 Jun 2020
- Divorce: Important financial and legal considerations - 24 Jun 2020
- Budgeting: Wealth is what you don’t spend - 19 Jun 2020
- The lean years: Navigating your finances in your 40s - 17 Jun 2020
- Effective tools to protect your risk - 15 Jun 2020
- Financial mistakes to avoid in your 20s - 12 Jun 2020
- How will your assets be divided on divorce? - 11 Jun 2020
- How to spot an investment scam - 10 Jun 2020
- Living annuities: An income for life - 9 Jun 2020
- Financial desperation: A breeding ground for investment scams - 8 Jun 2020
- Financial mistakes to avoid in your 50s - 5 Jun 2020
- Tough economic times lead to difficult money conversations - 4 Jun 2020
- Do you need a Will for your foreign assets? - 3 Jun 2020
- Living with a terminal illness: Financial & legal considerations - 2 Jun 2020
- 7 estate planning tools to craft your legacy - 1 Jun 2020
- What has the coronavirus revealed about our finances? - 29 May 2020
- Investment fundamentals - 28 May 2020
- Age-appropriate money lessons for children - 27 May 2020
- The role of your executor - 25 May 2020
- Covid-19 and financial planning: Answers to key questions - 21 May 2020
- Unmerging your money after divorce - 20 May 2020
- Risk protection: How your group life cover and personal insurance work together - 19 May 2020
- How your marital regime affects your estate planning - 18 May 2020
- Retirement homes: Your options considered - 15 May 2020
- The costs of caring for an aged parent - 14 May 2020
- Special trusts: Providing safe custody of assets - 12 May 2020
- Estate planning: Be clear and intentional - 11 May 2020
- Retirement: Unpacking key concepts - 8 May 2020
- Living together: How to financially protect your partnership - 7 May 2020
- Covid-19 and your insurance: What will be covered? - 5 May 2020
- New priorities: Financial planning after Covid-19 - 4 May 2020
- Charitable giving in times of crisis: How to plan accordingly - 29 Apr 2020
- Key financial decisions to be made if retrenched - 28 Apr 2020
- The future costs of your purchasing decisions - 24 Apr 2020
- Coronavirus: Now is the time for good decision-making - 23 Apr 2020
- Choosing the right legal structure for your business - 22 Apr 2020
- A budget disrupted: Resetting your budget in the wake of Covid-19 - 21 Apr 2020
- Make financial literacy part of your home-schooling curriculum - 20 Apr 2020
- The Covid-19 pandemic makes a strong case for couples to plan together - 17 Apr 2020
- Now’s the time to review your life cover - 16 Apr 2020
- Retrenchment: Know your rights and develop a plan - 15 Apr 2020
- Financial lessons from a lock down - 6 Apr 2020
- The financial consequences of your marriage contract - 3 Apr 2020
- Life rights retirement villages: Know what you’re buying - 31 Mar 2020
- Are you financially prepared for a healthcare emergency? - 30 Mar 2020
- 21 Things to do this lockdown - 27 Mar 2020
- What is the real return of your investment property? - 25 Mar 2020
- Risks to consider before investing in buy-to-let property - 24 Mar 2020
- Coronavirus: Strengthening your financial position in times of crisis - 18 Mar 2020
- Financial decisions that can come back to haunt you - 13 Mar 2020
- Dread disease cover: A truly living benefit - 11 Mar 2020
- What does it really cost to leave South Africa? - 10 Mar 2020
- The honeymoon is over: Financial advice for newly weds - 28 Feb 2020
Retirement Planning
- What to consider when determining your retirement cash flow needs - 20 May 2022
- Divorce financial planning: Calculating your pension interest - 16 May 2022
- Financial health check: Ask yourself the hard questions - 12 May 2022
- Thinking about divorce? Here are some questions to consider - 29 Apr 2022
- Rebuilding your financial life after divorce - 22 Apr 2022
- The power of asking ‘what if? - 14 Apr 2022
- Questions to consider before you start investing - 1 Apr 2022
- 6 things to consider before you retire - 30 Mar 2022
- What to consider when determining your retirement income - 25 Mar 2022
- Giving your children an early inheritance: Considerations and options - 16 Mar 2022
- Offshore investing: Direct versus indirect options - 11 Mar 2022
- These 7 financial solutions should be used strategically - 4 Mar 2022
- Moving in together: How to set up your cohabitation agreement - 2 Mar 2022
- The significant advantages of investing in an RA - 11 Feb 2022
- 9 things to know about retirement annuities - 3 Feb 2022
- Maximise your tax deductions this year-end - 1 Feb 2022
- Your retirement funding options and how they work - 26 Jan 2022
- Questions to ask your parents about their retirement plan - 21 Jan 2022
- Everything you need to know about retirement annuities - 20 Jan 2022
- A financial planning calendar for 2022 - 18 Jan 2022
- Before getting married: Financial planning conversations to be had - 14 Jan 2022
- Key decisions to be made at retirement - 11 Jan 2022
- Preservation funds: Specialised pre-retirement investment vehicles - 8 Dec 2021
- The cost of delaying your retirement savings - 24 Nov 2021
- How to save for retirement as a stay-at-home parent - 8 Nov 2021
- How to prepare for retirement - 3 Nov 2021
- 20 circumstances that may require a review of your financial plan - 28 Oct 2021
- Planning for a modern retirement - 15 Oct 2021
- Life stage financial planning for women - 13 Oct 2021
- Retirement: Life rights versus full title living - 4 Oct 2021
- 20 steps to take in your twenties that can secure your financial future - 1 Oct 2021
- Choosing the most appropriate savings vehicle - 27 Sep 2021
- The importance of healthcare cover in retirement - 15 Sep 2021
- The importance of mitigating risk when planning for retirement - 13 Sep 2021
- Section 37C: What it means for the distribution of your retirement death benefits - 10 Sep 2021
- What happens to your retirement savings when you die? - 11 Aug 2021
- Generational wealth planning is a family affair - 4 Aug 2021
- Retrenchment: The process, your rights, and your options - 29 Jul 2021
- Ask yourself these questions before you retire - 27 Jul 2021
- Retirement funding: How to catch up when you’ve fallen behind - 23 Jul 2021
- Compulsory versus discretionary investing, and why you probably need both - 15 Jul 2021
- 10 things to know about divorce and your retirement funds - 13 Jul 2021
- The benefits of taking a long term investment view - 9 Jul 2021
- Financial planning for every stage of life - 2 Jul 2021
- What to consider if you’re planning to retire early - 10 Jun 2021
- Retirement’s top 10 stressors - 19 May 2021
- Financial planning in your 40s: Common mistakes to avoid - 26 Apr 2021
- 10 things that can rob you of your financial peace of mind - 19 Mar 2021
- First-time investing: Setting up your retirement annuity - 5 Mar 2021
- Here’s how to maximise the benefits of your tax-free savings account - 26 Feb 2021
- The impact of Regulation 28 on your retirement funds - 24 Feb 2021
- What to consider when choosing a retirement annuity - 19 Feb 2021
- The A-Zs of retirement annuities - 17 Feb 2021
- Retirement fund harmonisation: Your questions answered - 11 Feb 2021
- What does your good health mean for your retirement? - 15 Jan 2021
- Financial emigration: What is it and when is it appropriate? - 2 Dec 2020
- Mechanisms for retirement funding explored - 19 Oct 2020
- 6 Major stress factors in retirement - 16 Oct 2020
- What it means to be financially fit - 9 Oct 2020
- Little room for error: Avoid these financial mistakes in your 60s - 5 Oct 2020
- Financial planning in your 60s: Avoid making these mistakes - 2 Oct 2020
- In-fund annuities: What you need to know - 23 Sep 2020
- Retiring from your RA: What happens next? - 31 Jul 2020
- Living annuities: An income for life - 9 Jun 2020
- Financial mistakes to avoid in your 50s - 5 Jun 2020
- Tough economic times lead to difficult money conversations - 4 Jun 2020
- Retirement homes: Your options considered - 15 May 2020
- Retirement: Unpacking key concepts - 8 May 2020
- Retirement: Choosing an annuity income - 1 May 2020
- The implications of accessing your investments - 14 Apr 2020
- Life rights retirement villages: Know what you’re buying - 31 Mar 2020
- What retirees worry about most - 20 Mar 2020
- Things you may wish you knew sooner about money - 18 Mar 2020
- Greed and fear: Enemies of wealth creation - 16 Mar 2020
- Financial decisions that can come back to haunt you - 13 Mar 2020
- Fact or fallacy: Making sense of money myths - 27 Feb 2020
- Healthcare costs in retirement: Don’t rely on wishful thinking - 24 Feb 2020
- The many benefits of a retirement annuity - 30 Jan 2020
- Before you retire - 6 Sep 2019
- Decisions, decisions - 24 Apr 2019
- The stress-free retirement myth - 19 Feb 2019
Uncategorised
- How to use your credit card responsibly - 28 Jan 2022
- When your spouse has dementia - 12 Mar 2021
- Freedom of testation: Don’t take this liberty for granted - 18 Nov 2020
- Emotional investing: Beware these cognitive biases - 30 Jun 2020
- Retirement annuity: A powerful tool for long-term wealth - 5 Feb 2020
- Don’t let these biases stop you from building wealth - 8 Nov 2019
- Advance Directive: Your voice when yours is silenced - 5 Nov 2019
- Making your future retrenchment ready - 1 Nov 2019
- Priceless money lessons for children - 29 Oct 2019
Wills and Estate Planning
- Final accounting: Determining your estate duty liability - 25 May 2022
- How to reduce delays in your estate administration - 13 May 2022
- Financial health check: Ask yourself the hard questions - 12 May 2022
- Tax liabilities in your deceased estate - 11 May 2022
- Preparing to draft your Will: Some important considerations - 10 May 2022
- Setting up your trust: A basic guide for trust founders - 4 May 2022
- Thinking about divorce? Here are some questions to consider - 29 Apr 2022
- Here’s why you should choose your trustees carefully - 27 Apr 2022
- Rebuilding your financial life after divorce - 22 Apr 2022
- Estate planning mistakes to avoid - 18 Apr 2022
- The power of asking ‘what if? - 14 Apr 2022
- The important role of special trusts - 7 Apr 2022
- 6 things to consider before you retire - 30 Mar 2022
- What to consider before registering an inter vivos trust - 18 Mar 2022
- Giving your children an early inheritance: Considerations and options - 16 Mar 2022
- These 7 financial solutions should be used strategically - 4 Mar 2022
- Administering your estate: It matters how you are married - 28 Feb 2022
- 5 effective ways to reduce your estate duty liability - 22 Feb 2022
- The many functions of an estate plan - 18 Feb 2022
- Estate administration: The winding up of your financial affairs - 9 Feb 2022
- What does a power of attorney over your financial affairs entail? - 7 Feb 2022
- A financial planning calendar for 2022 - 18 Jan 2022
- Debt and your deceased estate - 13 Jan 2022
- A living will: Everything you need to know - 15 Dec 2021
- These mistakes that can set you back financially - 10 Dec 2021
- 10 compelling reasons to review your will - 6 Dec 2021
- Assets that won’t attract estate duty - 1 Dec 2021
- Choosing a living annuity: Here’s what to know - 26 Nov 2021
- Understanding the financial impact of dementia - 17 Nov 2021
- Different types of wills and why you may need them - 12 Nov 2021
- The roles of those nominated in your will - 4 Nov 2021
- 20 circumstances that may require a review of your financial plan - 28 Oct 2021
- The role of the Guardian’s Fund - 27 Oct 2021
- Planning for a modern retirement - 15 Oct 2021
- The costs of winding up a deceased estate - 14 Oct 2021
- Life stage financial planning for women - 13 Oct 2021
- Setting up a trust: When is it appropriate? - 12 Oct 2021
- 20 steps to take in your twenties that can secure your financial future - 1 Oct 2021
- Determining the validity of your will - 29 Sep 2021
- The hassle of offshore trust reporting - 21 Sep 2021
- Setting up a trust for your special needs child - 17 Sep 2021
- Protecting your surviving spouse from financial distress in the event of your death - 9 Sep 2021
- A testamentary trust: When and how to set one up - 7 Sep 2021
- The A – Z of estate planning - 3 Sep 2021
- The financial implications of dying intestate - 13 Aug 2021
- What happens to your retirement savings when you die? - 11 Aug 2021
- Generational wealth planning is a family affair - 4 Aug 2021
- Succession planning: Transferring wealth from one generation to the next - 30 Jul 2021
- Financial planning for every stage of life - 2 Jul 2021
- End-of-life financial planning - 11 Jun 2021
- The role of beneficiary nomination in your estate planning - 9 Jun 2021
- Multi-jurisdictional estate planning: Structuring your foreign assets - 8 Jun 2021
- The accrual system: What happens when your spouse dies? - 1 Jun 2021
- Understanding the accrual system: Here’s why estate planning is so important - 28 May 2021
- Estate administration: The practical realities of death - 26 May 2021
- Married in community of property: What happens when your spouse dies? - 21 May 2021
- Retirement’s top 10 stressors - 19 May 2021
- Mental incapacity: When and how to appoint an administrator - 5 May 2021
- The practical workings of testamentary trusts - 29 Apr 2021
- Financial planning in your 40s: Common mistakes to avoid - 26 Apr 2021
- 25 steps for drafting a sure-fire Will - 21 Apr 2021
- Estate planning: Securing your minor child’s inheritance - 16 Apr 2021
- Here’s why divorce financial planning is so important - 14 Apr 2021
- The types and functions of trusts in South Africa - 7 Apr 2021
- The tax implications of death - 30 Mar 2021
- Financial planning for single parents of special needs children - 25 Mar 2021
- The process of setting up an inter vivos trust - 24 Mar 2021
- The estate duty implications of your insurance policies - 18 Mar 2021
- The financial duties & responsibilities of your trustees - 16 Mar 2021
- When your spouse has dementia - 12 Mar 2021
- How to calculate your estate duty - 10 Mar 2021
- Cohabitation: Your rights as a couple - 10 Feb 2021
- Buy and sell insurance: A funding mechanism for succession - 5 Feb 2021
- Trusts: Technical terms explored - 1 Feb 2021
- Intestate succession: This is what happens when you die without a valid Will - 29 Jan 2021
- Living annuities: Your questions answered - 27 Jan 2021
- Death of a loved one: Here’s how their estate will be wound up - 18 Jan 2021
- Understanding donations and exemptions - 18 Dec 2020
- The purpose of having an estate plan - 9 Dec 2020
- Estate planning for your worldwide assets - 4 Dec 2020
- Famous last words: Is your Will valid? - 27 Nov 2020
- Wills, Trusts & Deceased Estates: Your questions answered - 4 Nov 2020
- Estate planning: Understanding the technical jargon - 14 Oct 2020
- Financial planning in your 60s: Avoid making these mistakes - 2 Oct 2020
- Financial terminology: Know the difference between these key concepts - 28 Sep 2020
- Nominating a guardian for your minor child - 16 Sep 2020
- Estate planning: Assets that fall outside your estate - 11 Sep 2020
- What to consider when bequeathing immoveable property - 4 Sep 2020
- Retirement annuities: Your questions answered - 28 Aug 2020
- Steps to take before drafting your Will - 27 Jul 2020
- The duties and responsibilities of your trustees - 24 Jul 2020
- When your aging parents can no longer manage their finances - 22 Jul 2020
- Using an inter vivos trust to achieve your objectives - 6 Jul 2020
- Estate planning: Tools for transferring your wealth - 3 Jul 2020
- Estate planning: Calculating estate liquidity - 26 Jun 2020
- 5 Financial tools for single parents - 25 Jun 2020
- Divorce: Important financial and legal considerations - 24 Jun 2020
- Estate planning: How will your estate be taxed? - 22 Jun 2020
- How will your assets be divided on divorce? - 11 Jun 2020
- Financial mistakes to avoid in your 50s - 5 Jun 2020
- Tough economic times lead to difficult money conversations - 4 Jun 2020
- Do you need a Will for your foreign assets? - 3 Jun 2020
- Living with a terminal illness: Financial & legal considerations - 2 Jun 2020
- 7 estate planning tools to craft your legacy - 1 Jun 2020
- Frequently asked questions about Living Wills - 26 May 2020
- The role of your executor - 25 May 2020
- Leaving your legacy: Avoid confusion and invalidity - 22 May 2020
- Answers to commonly asked estate planning questions - 13 May 2020
- Special trusts: Providing safe custody of assets - 12 May 2020
- Estate planning: Be clear and intentional - 11 May 2020
- How to choose your executor - 6 May 2020
- New priorities: Financial planning after Covid-19 - 4 May 2020
- The Covid-19 pandemic makes a strong case for couples to plan together - 17 Apr 2020
- Leaving a legacy: Guiding documents that speak your wishes - 9 Apr 2020
- Freedom of testation: A founding principle of law - 8 Apr 2020
- Protecting your assets through a testamentary trust - 7 Apr 2020
- Financial lessons from a lock down - 6 Apr 2020
- Tips for getting your estate planning file in order - 2 Apr 2020
- Your Will: Answers to frequently asked questions - 1 Apr 2020
- Life rights retirement villages: Know what you’re buying - 31 Mar 2020
- This is what happens if you die without a will - 31 Mar 2020
- Are you financially prepared for a healthcare emergency? - 30 Mar 2020
- Winding up an estate: A specialist area of expertise - 27 Mar 2020
- Avoid these errors when drafting your Will - 6 Mar 2020
- What happens when your spouse dies? - 21 Feb 2020
- Estate planning tips to maximise your legacy - 18 Feb 2020
- Tools to make your legacy count - 22 Jan 2020