Loading...
News Updates:



Financial Planning

 

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…

Financial Planning / 19-06-25 / Jane Khumalo

Strategies for South African women facing the broken rung

"This is a story I've seen echoed in so many talented women - brilliant individuals who just need someone to remind them that they don't need to wait to be noticed. They have every right to step forward and take up space," says Phryne Williams,…

Financial Planning / 19-06-25 / Shelly Nxumalo

Navigating tax as a sole proprietor

“Get your records in order, pay your taxes on time, and take advantage of every legal tax-saving opportunity,” he says. “In the long run, a well-run business isn’t just about making money; it’s about keeping it,” says Wandile Mnguni, Head of…

Financial Planning / 19-06-25 / Sonja Steyn

Sonja Steyn | The full picture: Why financial advice must start with you

"Advice should begin with who you are, not just where you are financially, but how you live, what you carry, and where you hope to go. True advice must honour your full story, not just the numbers, but the nuances," says Sonja Steyn, CFP®, Strategic…

Financial Planning / 11-06-25 / Jane Khumalo

Why mentorship matters in shaping young lives

"Through our social investment initiatives, we engage directly with youth and communities to foster skills, mentorship and a sense of belonging. Our belief is simple: when children see positive role models demonstrating respect, resilience and…

Financial Planning / 11-06-25 / Sisanda Ndlovu

A Father's Day 'fintervention': What financial DNA did dad give you?

"We inherit far more from our parents than just our physical traits. Their attitudes towards money, their spending and saving patterns, and even the conversations they had – or didn't have – about finances at home all contribute to our own financial…

Financial Planning / 04-06-25 / Steven Amey

Steven Amey | Three financial literacy truths I wish I knew at 20

"If you were 20 today, and could learn about investing from scratch, you might be surprised to learn that it is not just a privilege reserved for people with a lot of wealth. It is in fact much more accessible than you might imagine, because…

Financial Planning / 04-06-25 / Capital Legacy

A willful shift: new data shows increased growth in estate planning

"New research shows that ongoing consumer education is paying off as more and more people start to understand that getting their wills drafted is an important and essential step in securing their legacy and their family’s future," states research…

Financial Planning / 04-06-25 / Debra Slabber

Debra Slabber | Welcome to adulting: here’s what to do with your first salary

"As South Africa marks Youth Month this June, many young adults are entering the workforce and receiving their first salaries. But while this moment is exciting, it also presents a critical opportunity to build strong money habits early," says…

Financial Planning / 04-06-25 / Sisanda Ndlovu

Manage your money, instead of letting it manage you

“Taking charge of your money early gives you a massive head start. Financial planning isn’t about how much you earn. It's about what you do with what you have and the habits you build along the way,” says Jessica Pillay, Financial Adviser at…

Financial Planning / 28-05-25 / Jane Khumalo

Freeze your spending, not your future: make winter work for your money

“Just as people slow down to take care of their physical and mental well-being in the colder months, winter is also the season to take stock of where you are financially, what season of life you’re in, and what you want your money to do for…

Financial Planning / 28-05-25 / Jane Khumalo

How financial advice is empowering South-African households

"Financial resilience isn't just about bracing for impact. It's about building and securing strong foundations battening the windows to sustain the storms life may bring. Good advice gives people something solid to stand on when everything else…