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Category: Wealth management

Why your drawing rate matters more than your retirement pot

  • 17 June 2026
  • 15:43
  • Brendon Wright CFP
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

  • 13 April 2026
  • 12:05
  • Travis McClure CFP®
Trump, Tariffs & Turbulence — Your Portfolio Survival Guide

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The Strategy Behind Sustainable Investment Growth

  • 13 April 2026
  • 11:33
  • Zane Amos-Brown
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

  • 13 April 2026
  • 11:11
  • Steven Swanepoel CFP®
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

  • 4 March 2026
  • 10:29
  • Tumelo Magasha CFP®
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

  • 4 March 2026
  • 09:46
  • Geoff Shein CFP
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

  • 4 March 2026
  • 07:13
  • Andrew Duvenage CFP®
Global uncertainty persists; diversification and nuance remain key in a divided, volatile world.

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The Discipline Dividend: How Smart Retirement Planning Builds Enduring Wealth

  • 11 December 2025
  • 13:19
  • Zane Amos-Brown
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

  • 11 December 2025
  • 12:59
  • Glen Wattrus CFP®
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

  • 20 October 2025
  • 17:35
  • Nonnie Canham CFP®
Challenge limiting beliefs, embrace financial strength, and empower the next generation to break the rope.

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