Pages
- Brochure
- Sample Page
- Sitemap
- Home Consulting
- Register page
- Login page
- Privacy policy
- Careers
- Contact classic
- Pricing simple
- The scope of our advice
- About us
- Terms and conditions
- Let’s talk about money
Posts
Financial Planning
- 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
- 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
- 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
- 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
- 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