Loading...
News Updates:



Financial Planning

 

Financial Planning / 28-08-25 / Chris Smit

Seven tips to drafting the Will that tells your story

"A Will is more than paperwork. It's a deeply personal and empowering tool that protects what matters most, honours your journey, and ensures your legacy lives on," says Carin Meyer, Product Head: Wills and Deceased Banking at FNB Fiduciary.

Financial Planning / 20-08-25 / Tau kaVodloza

The Debt Trap: money conversations with your spouse

“Many families could avoid this situation by talking about money more openly. It’s not just about budgeting; it’s about creating a shared understanding and plan for your household’s finances. That starts with honest conversations about what…

Financial Planning / 20-08-25 / Sisanda Ndlovu

Women’s financial empowerment: a catalyst for change

"In developing economies and rural areas, the problem of financial exclusion is even more intensified. Cultural, educational, and systemic barriers make it difficult for women to obtain basic financial tools," says Sanet Egget, Senior Independent…

Financial Planning / 23-07-25 / Sisanda Ndlovu

The Human Side of Money: Why emotional intelligence builds trust

"Families are under immense pressure - from the rising cost of living to the emotional weight of supporting extended family. They need someone who will do more than offer products. They need an adviser who will listen and understand. Emotional…

Financial Planning / 23-07-25 / Daniel Nkosi

Employee productivity a strong indicator of SME success

"The key to driving productivity is a clear, people-first strategy built on the four pillars of incentives, benefits, culture and education. Incentives are one of the most effective levers for boosting performance,”says Palesa Mabasa, Business…

Financial Planning / 16-07-25 / Sisanda Ndlovu

How can you save when 75% of your income goes to debt?

“Too many South Africans are overwhelmed by debt and living paycheque to paycheque. But no matter your income level, there are real, practical steps you can take to regain control, build healthier money habits, and start working towards long-term…

Financial Planning / 16-07-25 / Jane Khumalo

Saving & investing choices of the SA consumer class

"In many ways, the savings journeys we have mapped are what you would typically expect of the educated, employed mass market at their different stages of life. Your savings and investments are all about your financial capabilities," says Brandon…

Financial Planning / 09-07-25 / Thomas Berry

Thomas Berry | Saving strategies: build your financial future brick by brick

Saving money might seem like a daunting task, especially if you're aiming to achieve long-term goals such as buying a home, funding your children’s education, or retiring comfortably. However, much like building a house, Thomas Berry, Head of…

Financial Planning / 09-07-25 / Sisanda Ndlovu

South Africans signal cautious confidence as financial habits evolve

“South Africans are showing resilience with purpose. They’re not simply reacting to pressure, they’re taking charge, rebalancing their finances and protecting their future,” says Ayesha Hatea, director of research and consulting at TransUnion.

Financial Planning / 03-07-25 / Chris Smit

Chris Coetzee | Why financial education should start early in SA

"Financial literacy among South African youth remains alarmingly low. A survey by 1Life Insurance revealed that over 50% of young people do not know how to build a stable financial future, and fewer than 30% maintain a solid monthly budget,"…

Financial Planning / 25-06-25 / Shelly Nxumalo

Don’t die in an awkward position: Capital Legacy gets real about wills

“The campaign is provocative, yes. But it’s intentionally designed that way to stand out, cut through the clutter and shift behaviour. To get South Africans talking about wills. And more importantly, writing them,” says Grant Fietze, Head of…

Financial Planning / 25-06-25 / Sisanda Ndlovu

The Dad Economy: why fatherhood demands a financial game plan

"Fatherhood may bring sleepless nights, but your finances shouldn't be one of them. With planning, the transition from individual to family-focused budgeting doesn't have to be a crisis - it can be a strategy that becomes your saving grace,"…

Financial Planning / 25-06-25 / Therèse Havenga

Therèse Havenga | Teaching my child the language of money

"I remember thinking, she’s still young, she doesn’t need to know what a debit order is. But by the time she was a teenager, I realised how much she’d already absorbed from friends, social media and the occasional panicked comment she’d overheard…

Financial Planning / 19-06-25 / Chris Smit

70% of Africans financially illiterate, says report

"Financial literacy is no longer just a nice-to-have skill - it's essential. With AI now in the hands of fraudsters, financial scams are becoming more sophisticated and harder to detect. People need to be better equipped not only to manage their…