#Knowledge Library

Jul 12, 2021, 10:00 AM by Co-authored by Paul Marais and Amy Degenhardt CFP®

Insight into the telecommunication sector and the main players in the country

Jul 9, 2021, 10:19 AM by Julie Mc Donald CFP®

COVID has shown us we can’t rely on things to stay the same, especially our mortality and health. As a business owner, it’s important to be prepared for the impact of losing a key person in your company.

Jun 25, 2021, 10:47 AM by Andrew Duvenage CFP®

The local economy may have some momentum – boosted by a strong rand – now, but will this last?

Jun 24, 2021, 20:36 PM by Trevor Crouse CFP®

Parents should consider purchasing insurance for their older children, especially those in their late teens and early twenties. Insurance is a wonderful way to protect your children from unforeseeable calamities.

Jun 17, 2021, 20:58 PM by Evelyn Doubell CFP®

It’s usually cheaper to take out your own home loan insurance, rather than accepting the cover offered by your bank.

Jun 17, 2021, 18:24 PM by Stephen Katzenellenbogen CFP®

You don't have to wait to leave a monetary legacy for your children, instead, help them develop healthy savings and spending habits now that will set them up for future financial freedom.

Jun 14, 2021, 19:06 PM by Andrew Duvenage CFP®

What is driving higher local consumer prices?

May 31, 2021, 09:58 AM by Co-authored by Paul Marais and Mosa Manqindi

The jury is out on whether shares in South African lenders are a good bet in the current economic climate

May 24, 2021, 20:27 PM by Andrew Duvenage CFP®

The possible effect of strikes on investor sentiment towards SA.

May 24, 2021, 20:27 PM by Evelyn Doubell CFP®

When employees are asked what their most valuable asset is they typically list their house, car and other material possessions, forgetting that without an income they would not be able to afford these assets.

May 24, 2021, 17:10 PM by Stephen Katzenellenbogen CFP®

The overall liquidity of your investment portfolio should be considered when deciding whether to withdraw from a fund and purchase a living annuity.

May 21, 2021, 20:31 PM by Paul Marais

In SA’s case, it is due to a collapse in consumer demand that has resulted in lower imports, coupled with a big increase in the price of the commodities SA exports.

May 11, 2021, 08:27 AM by Marco van Zyl CFP®

It’s easy to get caught up in spending too much to the detriment of your savings potential. We provide three steps you can take today to put yourself in a better financial position for the future.

May 10, 2021, 14:43 PM by Travis McClure CFP®

Being Proudly South African of "My Octopus Teacher’s" Oscar win doesn’t limit viewing to only homegrown content. The savvy investor likewise looks beyond local investments to long-term offshore opportunities for significant growth.

Apr 29, 2021, 13:41 PM by Andrew Duvenage CFP®

In order for South Africa to achieve any degree of economic recovery it will need to restore investor confidence in the country as an investment destination. That is a tall order in the existing environment.

Apr 29, 2021, 13:30 PM by Stephen Katzenellenbogen CFP®

In the current investment environment offshore investments are an enticing option.

Apr 28, 2021, 01:51 AM by Thuli Nkomo CFP®

The Financial Sector Conduct Authority (FSCA) often warns of unscrupulous firms masquerading as legitimate advisory firms with the ill intention of scamming people out of their hard-earned money.

Apr 28, 2021, 00:30 AM by Thuli Nkomo CFP®

If you are looking for a low-cost tax-free investment account, you should consider the one in the form of an ETF (exchange-traded fund).

Apr 14, 2021, 08:15 AM by Paul Marais

Rising bond yields are one of the investment risks we’re currently seeing, largely as a result of fears that inflation turns out to be higher than investors expect, however, there are still opportunities in the South African bond market.

Apr 13, 2021, 11:50 AM by Jaco van Zyl

The amendments aim to simplify legislation governing retirement products and analyse benefits at retirement, for example, how much can you withdraw at retirement and what are the tax implications?