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Who we are
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Tell Us Who You Are
Individual
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Organisation
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Category: Financial advice
Money lessons for your children
14 August 2020
14:29
Nonnie Canham CFP®
A good example is the greatest teacher and children learn mostly by copying or repeating what they have seen their parents do.
Full Story
Pandemic panic should not shape your money decisions
16 July 2020
16:28
Mike Estment CFP®
In this Business Day Spotlight podcast we look at how savings and investment have been impacted by COVID-19 for ordinary South Africans.
Full Story
Retrenchment and Retirement Savings: What are Your Options?
13 July 2020
15:13
Thuli Nkomo CFP®
We look at the reasons you should try to avoid dipping into your retirement savings when you lose your job and discuss the merits of a preservation fund.
Full Story
How to Make Smart Money Choices
2 June 2020
13:02
Thuli Nkomo CFP®
As COVID-19 is teaching us, you can’t predict what’ll happen in the future but it’s good to be prepared. Our tips on smart money management can help you prepare for your financial future.
Full Story
Did you marry correctly?
17 March 2020
12:58
Zukiswa Sonjica CFP®
Veils and nails, shoes and dress hues…these are important considerations, but not nearly as crucial as the legalities of your marriage. We look at why it’s important to marry under the right regime and how you can change it if you need to.
Full Story
Your income: the one thing you should never underinsure
21 February 2020
11:49
Jaco van Zyl CFP
Income protection is often overlooked in favour of insuring more tangible assets like houses or cars. We discuss why your ability to earn an income is your most valuable asset and what you should know about protecting it.
Full Story
Demystifying the Offshore Wrapper
12 December 2019
10:36
Jaco van Zyl CFP
Investing locally or offshore can be challenging with so much more to consider than just market returns and costs.
Full Story
Personal discretionary allowances: don’t miss December’s deadline
10 December 2019
13:36
Philip Bartlett CFP®
Before you start celebrating the New Year, make sure you’ve used your 2019 personal discretionary allowance by 31 December.
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