#Knowledge Library

May 11, 2023, 15:20 PM by Thulisile Nkomo CFP®

Ensuring you have an updated and valid beneficiary form for an unapproved group life or funeral policy is as important as having a valid last will and testament.

Apr 18, 2023, 11:04 AM by N-J Maree

Don't be a victim of cybercrime - Be vigilant and stay safe!

Mar 28, 2023, 17:19 PM by Jonathan Braans CFP®

With the central bank’s primary mandate to maintain price stability and maximum employment, the Fed plays a critical role in controlling markets. Is it their tone or actual action which exhibits this control?

Mar 10, 2023, 11:35 AM by N-J Maree and Reba Makhudu

What does it mean?

Feb 28, 2023, 21:11 PM by Andrew Duvenage CFP®

While South Africa remains precariously positioned, staying invested to catch the early recovery is vital.

Feb 28, 2023, 21:11 PM by Thulisile Nkomo CFP®

How to ensure our finances help rather than hinder us.

Feb 28, 2023, 08:13 AM by Thuli Nkomo CFP®

Everything women need to know to take control of their own finances, before you say 'I do'

Feb 27, 2023, 17:22 PM by Philip Bartlett CFP®

While some may shun retirement annuities, the product stands firm in its offering of significant advantages in tax and estate planning.

Feb 27, 2023, 17:22 PM by N-J Maree

Previously only accessible to institutions and high-net-worth individuals, could hedge funds find a place in your portfolio?

Feb 27, 2023, 17:21 PM by Khanya Dladla FSA™

Emigration, tax, and savings: what you need to know.

Feb 23, 2023, 15:52 PM by NFB Private Wealth Management

How does this year’s budget affect you?

Feb 14, 2023, 11:54 AM by Justin Boyce

Do the differences matter?

Feb 14, 2023, 11:51 AM by Jonathan Braans CFP®

The answer is subjective and depends on the level of income one would need to sustain their lifestyle in retirement.

Dec 13, 2022, 14:18 PM by Jonathan Braans CFP®

Is the market close to a turning point?

Dec 13, 2022, 13:05 PM by Mike Estment CFP®

Patience has, in the short term, been rewarded.

Dec 1, 2022, 13:28 PM by Jaco van Zyl

A 7-point checklist to help you select the right Financial Advisor and Advisory practice

Nov 18, 2022, 16:02 PM by Marco van Zyl CFP®

The tax consequences of emigration on your investments

Nov 18, 2022, 15:26 PM by Jaco de Beer RFP™

How to make sure you’ve got all your pieces in play

Oct 24, 2022, 13:10 PM by Paul Marais

With its greater opportunity set and growth potential, diversification into the US is looking good.

Oct 24, 2022, 12:56 PM by Laurie Wiid CFP®

So many South Africans are thinking about the possibility, or rather the feasibility, of going off-grid.