#Knowledge Library

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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Insights on market surprises, local positivity, and strategic portfolios in Q4 2024

Global markets surge despite risks; SA assets bounce post-election. Diversified portfolios and caution with the new 2 Pot system are key.

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How does a lack of budgeting affect your financial well-being?

Lack of budgeting increases debt and financial stress, making it harder to achieve goals and maintain financial stability.

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Ensuring Financial Stability: The Importance of Income Protection in South Africa

Whether you’re a traditional employee, freelancer, or entrepreneur, understanding and securing income protection is key to achieving financial stability.

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Navigating Financial Crossroads: Balancing Debt Repayment and Investments

Balancing debt repayment and investments can shape your path to financial stability and long-term wealth.

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Life Annuity vs. Living Annuity: A Financial Planner’s Perspective

With current high interest rates, life annuities present unique advantages over living annuities.

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Enhancing Retirement Adequacy for Black South Africans

Equitable retirement: Empowering Black South Africans towards financial freedom

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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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The Role of Cash as an Asset Class in South Africa: Balancing Liquidity and Tax Efficiency

Cash offers a highly attractive liquidity profile but this needs to be carefully balanced against the income tax drawdown on returns.

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Maximising your wealth: A synergistic approach to tax-free investments and retirement plans

Missed out on maximising your tax-efficient investments in 2023? Not yet a tax-savvy investor? Don’t worry! The new tax year presents an opportunity to ensure you don’t miss out again.

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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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2024: Challenges, risks, and opportunities on the global stage

Diving into 2024’s global uncertainties and geopolitical shifts. How economics and politics shape the year ahead.

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2024 Budget Speech | NFB Insights

How does this year’s budget affect you?

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Compound interest and your children

Commitment, understanding and patience in one’s financial behaviour can have remarkable impacts on wealth creation. Instilling these behaviours in your children is one of the greatest gifts you can give them.

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Cost of life cover when retired

Retirement challenges often lead to cancelling life cover, but exploring options like guaranteed income annuities or continued coverage without new premiums can ensure financial stability and fulfill legacy aspirations.

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The path to financial independence

Striving for financial independence involves more than just wishful thinking; it requires actionable steps.

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Financial preparation for parenthood

Prepare for your new arrival by considering key financial aspects such as medical plans, life cover, emergency funds, wills, and education savings, ensuring peace of mind for your growing family.

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2023 Medium Term Budget Speech: Promises and Realities

South Africa’s Medium Term Budget Speech addresses fiscal challenges, infrastructure, and electricity supply, while questioning the likelihood of these promises turning into real action.

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Your Financial Roadmap: Addressing financial planning FAQs and Vital Insights

Your financial planning questions answered, from retirement planning to offshore investments.

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