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Financial Planning

 

Financial Planning / 07-05-25 / Thomas Berry

Thomas Berry | How to achieve financial freedom: a mindset for building wealth

"Achieving financial freedom is not solely about increasing income or making the best investment decisions; it also involves understanding how our behaviours and thought processes shape our financial choices," says Thomas Berry, Head of Sales,…

Financial Planning / 25-04-25 / Robyn Laubscher

Robyn Laubscher | The holistic financial plan and why it matters

"Getting the right advice is key and managing your financial journey with the right guidance will make all the difference. A financial adviser is a qualified professional who will provide advice based on your goals and objectives," says Robyn…

Financial Planning / 24-04-25 / Sisanda Ndlovu

FSCA moves in to clamp down on social media advice

"In today's digital age, Gen Z and Alpha learn about money very differently. But the FSCA investigation highlights that convenience can't replace credibility. Young people need to understand the potential biases, lack of personalisation, and…

Financial Planning / 24-04-25 / Dionne Nagan

Dionne Nagan | Divorce and pensions: navigating recent legislative changes

"Recent legal updates, effective from 1 September 2024, have aligned the definition of pension interest across fund types - but getting the wording of divorce orders right remains just as important," says Dionne Nagan, Legal Counsel, Ninety…

Financial Planning / 24-04-25 / Chris Smit

Guiding Customers: How financial advisers can deepen trust during a crisis

“Crises can create confusion and pressure, often prompting people to make rushed decisions that may undermine their long-term financial wellbeing. In these moments, financial advisers play a crucial role in helping customers pause, reflect,…

Financial Planning / 16-04-25 / Duty Editor

How Millennials and Gen Zs are redefining financial literacy

"The rise of digital financial literacy marks a clear departure from traditional models. Today, influencers can explain the nuances of credit scores in 60 seconds, and fintech apps can approve credit in minutes," says Daniel Hawkins, Head of…

Financial Planning / 16-04-25 / James White

James White | When accidents happen, gap cover is an essential for your financial security

"Whether it’s emergency treatment, ambulance services, hospitalisation, or specialist care, these costs can accumulate rapidly, creating a significant financial burden. This is where gap cover becomes a vital safety net," says James White, Director…

Financial Planning / 16-04-25 / Tau kaVodloza

How financial advisers can deepen trust during a crisis

“Crises can create confusion and pressure, often prompting people to make rushed decisions that may undermine their long-term financial wellbeing. In these moments, financial advisers play a crucial role in helping customers pause, reflect,…

Financial Planning / 16-04-25 / Chris Smit

Understanding car insurance: How much coverage do you really need?

"Many customers opt for market value when it comes to their car cover, as it balances affordability and payout expectations, but it’s important to understand the implications of each option available. If your car is written off or stolen, the…

Financial Planning / 09-04-25 / shelly Nxumalo

Tightening your budget shouldn't mean cutting your insurance cover

"Insurance offers financial security in times when you need it the most. If you can't afford to replace your car, home, or everything in it, out of your own pocket then you need the protection that insurance provides," says Wynand van Vuuren,…

Financial Planning / 09-04-25 / Duty Editor

Embracing adulting and navigating insurance

"You may be getting older, but with age comes wisdom - and the opportunity to make smart financial decisions. Insurance isn't just a safety net; it's a tool to protect your dreams, your loved ones, and your hard-earned assets," says Amanda Dusse,…

Financial Planning / 09-04-25 / Chris Smit

Family Day - the perfect time for family financial planning

"Family wealth planning goes beyond having a legal and executable Will. It's about creating a lasting legacy and ensuring financial freedom for your loved ones. The right financial plan can give your family the security they need to succeed,"…

Financial Planning / 09-04-25 / Andile Jonas

The fight against financial illiteracy is on

"Between the rising cost of living, getting taxed and interest rates that are so reluctant to go down, it’s easy to feel like the financial forces are out to get you. What we can control, is how we manage our money," says Andile Jonas, Head…

Financial Planning / 09-04-25 / Shelley Hartman

How your early years can shape your financial future

"From an early age, children observe their parents' relationship with money - whether it’s their spending habits, attitudes toward saving, or how they manage financial stress. If for example, a parent struggles with debt or constantly worries…

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