Category: Financial advice

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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Free your mind

Challenge limiting beliefs, embrace financial strength, and empower the next generation to break the rope.

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Navigating the complexity of foreign beneficiaries for South African investors

Foreign beneficiaries may face tax surprises and delays — careful planning ensures smoother cross-border inheritance.

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The Anti-Resolution Revolution

Small, consistent improvements lead to lasting success. In 2025, skip big resolutions—focus on 1% gains to achieve real progress.

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National Health Insurance: Progress, Challenges, and Uncertainties

NHI struggles with funding, legal disputes, and clarity; retaining medical aid is a wise precaution.

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Professional Success Starts with Financial Expertise: Why You Need an Advisor

Tailored plans, expert guidance, tax efficiency, and emotional support are key benefits of partnering with a financial advisor.

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Are you a new investor and are unsure where to start?

Kickstart your career with the right financial tools! From medical aid to income protection, build a strong foundation for long-term success and financial security.

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“Coming to terms” with your bond allocation

Why it’s worth considering bonds as part of your investment portfolio

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Adapting to life’s hurricanes

In today’s volatile world, a resilient financial plan is vital, capable of weathering unforeseen life events, political instability, and external forces. While detailed, it must also remain flexible to adapt to life’s uncertainties.

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How interest rate hikes negatively affect investments

Interest rate hikes negatively impact investments, Glen sheds light on the complex dynamics at play in South Africa’s financial landscape.

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