#Knowledge Library

The role of interest rates and the need for a balanced approach

With long-term economic growth being the ultimate goal, enduring some short-term pain may be unavoidable.

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Banking Crisis: Assessing the safety of your investments

While major bank collapses appear unlikely, all financial institution investments carry inherent risks. This article evaluates the safety of your investments and provides key insights into the current banking landscape

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[PODCAST] Beware the Risks: Relying on ‘Finfluencers’ for Financial Advice

Thuli Nkomo unpacks the Hidden Dangers of Relying on Social Media for Financial Guidance

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The Sandwich Generation – Financial planning tips to consider when supporting both parents and children.

How can the sandwich generation successfully manage financial support for parents and children?

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What options do I have to save for retirement, but not through an RA?

And how much should I be saving percentage wise for retirement?

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Where do you find your certainty amongst market volatility and panic?

By focusing on what you know, you’re more likely to remain calm and make sensible decisions.

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View from the Chair – Proficio 2023 Issue 2

The state of play in the global banking arena has caused a few raised eyebrows of late

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Do you have a valid beneficiary form for your unapproved group life and funeral policy?

Ensuring you have an updated and valid beneficiary form for an unapproved group life or funeral policy is as important as having a valid last will and testament.

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Cybersecurity: A crucial step to protect your digital life and finances

Don’t be a victim of cybercrime – Be vigilant and stay safe!

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To what extent does the Fed use policy statement, rather than policy action, to influence markets?

With the central bank’s primary mandate to maintain price stability and maximum employment, the Fed plays a critical role in controlling markets. Is it their tone or actual action which exhibits this control?

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South Africa’s greylisting by the FATF

What does it mean?

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From the MD’s desk – Proficio 2023 Issue 1

While South Africa remains precariously positioned, staying invested to catch the early recovery is vital.

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[PODCAST] How to improve your relationship with money in 2023.

How to ensure our finances help rather than hinder us.

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It’s time for women to harness their financial power

Everything women need to know to take control of their own finances, before you say ‘I do’

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Undressed, a retirement annuity proves attractive

While some may shun retirement annuities, the product stands firm in its offering of significant advantages in tax and estate planning.

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Hedge funds offer refuge during times of uncertainty

Previously only accessible to institutions and high-net-worth individuals, could hedge funds find a place in your portfolio?

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Are you prepared for emigration?

Emigration, tax, and savings: what you need to know.

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2023 Budget Speech Overview

How does this year’s budget affect you?

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Price Return VS Total Return Indices

Do the differences matter?

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Retirement: How much is enough?

The answer is subjective and depends on the level of income one would need to sustain their lifestyle in retirement.

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