#Knowledge Library

Retiring this year? Five decisions you cannot afford to get wrong

Five decisions at the point of retiring that are hard to reverse, and how to get each one right.

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The ten-year head start: How compound interest can add millions to your retirement

A ten year head start on your retirement fund could be worth millions, thanks to the quiet power of compound interest.

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Why your retirement fund’s value is not always what it looks like

Markets swing, but your retirement fund’s unit count often tells a steadier story than the Rand value on your statement. A ten year head start on your retirement fund could be worth millions, thanks to the quiet power of compound interest. Five decisions at the point of retiring that are hard to reverse, and how to get each one right.

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Mental Health: A growing conversation and a growing consideration for life insurers

Mental health claims are rising fast, and life and disability cover can help protect your income and your family.

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Why your Tax-Free Savings Account (TFSA) may be the best investment you ever make

How a TFSA’s tax free growth can turn modest monthly contributions into a nest egg worth millions over time.

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Caveat emptor: What AI euphoria and a volatile rand mean for investors

Oil shocks, AI driven market euphoria, narrow leadership and a whipsawed Rand: a midyear reflection for investors.

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Why offshore cash may be costing you more than you think

Offshore cash carries punitive tax and estate risks. A wrapper preserves significantly more wealth for your beneficiaries.

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Why your drawing rate matters more than your retirement pot

How much you draw from your retirement capital matters more than how much you saved. That rate sustains income for life.

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When the Circus Comes to Town: Staying Calm, Diversified, and Invested

Trump, Tariffs & Turbulence — Your Portfolio Survival Guide

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The Strategy Behind Sustainable Investment Growth

Asset allocation balances risk and return, aligning your portfolio with goals, time horizon and changing markets.

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Why Interest Rates Sit at the Centre of Every Investment Decision

Interest rates drive markets, inflation and investor behaviour. Diversification protects portfolios across cycles.

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Your financial annual health check: aligning your life insurance with 2026

Review your life cover, income protection and critical illness in 2026 to match new debts, milestones and risks.

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Why your accountant isn’t your wealth manager

Accountants ensure compliance; wealth managers build and protect long-term wealth. Use both, not interchangeably.

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When the world feels binary, invest in nuance

Global uncertainty persists; diversification and nuance remain key in a divided, volatile world.

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How Medical Aids Have Evolved — And Why Understanding Your Cover Matters

Medical aid structures have changed, with rising costs and shifting regulations requiring careful understanding of benefits and cover limits.

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The Discipline Dividend: How Smart Retirement Planning Builds Enduring Wealth

Start early, stay disciplined, and diversify — smart retirement planning today builds lasting financial security tomorrow.

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Your pension is YOUR future pay check. Plan it wisely

Retirement income depends on disciplined drawdowns, realistic planning and a shift from capital value to sustainable income generation.

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How best to start saving for your children

Choosing the right vehicle for saving for children depends on tax, timing, objectives, and long-term growth potential.

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Why every business owner needs a business will

A Business Will protects continuity, reduces conflict, and safeguards your company from disruption when unexpected events occur

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The hidden cost of investing and what it means for your wealth

How tax impacts savings, shares, property and more — the hidden cost that shapes your investment returns.

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