#Knowledge Library

May 15, 2025, 00:36 AM by Tumelo Magasha CFP®

Ensure your life cover pays out smoothly—why beneficiary nominations matter and how to avoid costly delays and pitfalls.

May 15, 2025, 00:16 AM by Andrew Duvenage CFP®

Celebrating 40 years of growth, resilience, and trusted client partnerships through every market cycle.

May 7, 2025, 12:49 PM by Jonathan Braans CFP®

How to balance growth and risk when planning for retirement.

Feb 28, 2025, 01:47 AM by Nonnie Canham CFP®

Small, consistent improvements lead to lasting success. In 2025, skip big resolutions—focus on 1% gains to achieve real progress.

Sep 29, 2024, 18:36 PM by Andrew Duvenage CFP®

Global markets surge despite risks; SA assets bounce post-election. Diversified portfolios and caution with the new 2 Pot system are key.

Sep 29, 2024, 17:35 PM by Dineo Botsi

Lack of budgeting increases debt and financial stress, making it harder to achieve goals and maintain financial stability.

Aug 14, 2024, 09:51 AM by Zane Amos-Brown

Balancing debt repayment and investments can shape your path to financial stability and long-term wealth.

Aug 14, 2024, 09:33 AM by Marco van Zyl CFP®

With current high interest rates, life annuities present unique advantages over living annuities.

May 2, 2024, 18:52 PM by Khanya Dladla FSA™

Equitable retirement: Empowering Black South Africans towards financial freedom

May 2, 2024, 18:18 PM by Glen Wattrus CFP®

Why it's worth considering bonds as part of your investment portfolio

May 2, 2024, 18:16 PM by Jonathan Braans CFP®

Cash offers a highly attractive liquidity profile but this needs to be carefully balanced against the income tax drawdown on returns.

Feb 28, 2024, 14:55 PM by Nonnie Canham CFP®

In today's volatile world, a resilient financial plan is vital, capable of weathering unforeseen life events, political instability, and external forces. While detailed, it must also remain flexible to adapt to life's uncertainties.

Feb 28, 2024, 13:57 PM by Andrew Duvenage CFP®

Diving into 2024's global uncertainties and geopolitical shifts. How economics and politics shape the year ahead.

Feb 20, 2024, 15:52 PM by Jonathan Braans CFP®

Commitment, understanding and patience in one’s financial behaviour can have remarkable impacts on wealth creation. Instilling these behaviours in your children is one of the greatest gifts you can give them.

Dec 14, 2023, 00:47 AM by Zane Amos-Brown

Striving for financial independence involves more than just wishful thinking; it requires actionable steps.

Oct 30, 2023, 17:26 PM by Travis McClure CFP®

Your financial planning questions answered, from retirement planning to offshore investments.

Oct 30, 2023, 16:46 PM by Glen Wattrus CFP®

Interest rate hikes negatively impact investments, Glen sheds light on the complex dynamics at play in South Africa's financial landscape.

Aug 2, 2023, 17:52 PM by Jonathan Braans CFP®

our investment in human capital is just as important as your financial capital. A financial advisor is a pivotal element to the success of your portfolio.

Jul 18, 2023, 21:49 PM by Mike Estment CFP®

Embracing objectivity, diversification, and positive energy

Jul 18, 2023, 21:02 PM by Marco van Zyl CFP®

How can we navigate the squeeze while searching for the light at the end of the tunnel?