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Financial Planning

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

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

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

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

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

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

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