#Knowledge Library

Oct 1, 2024, 16:10 PM by Zane Amos-Brown

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.

Sep 29, 2024, 18:36 PM by Andrew Duvenage CFP®

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

Sep 29, 2024, 17:35 PM by Dineo Botsi

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

Aug 14, 2024, 10:08 AM by Steven Swanepoel CFP®

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

Aug 14, 2024, 09:51 AM by Zane Amos-Brown

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

Aug 14, 2024, 09:33 AM by Marco van Zyl CFP®

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

May 2, 2024, 18:52 PM by Khanya Dladla FSA™

Equitable retirement: Empowering Black South Africans towards financial freedom

May 2, 2024, 18:18 PM by Glen Wattrus CFP®

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

May 2, 2024, 18:16 PM by Jonathan Braans CFP®

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

Feb 28, 2024, 15:38 PM by Steven Swanepoel CFP®

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.

Feb 28, 2024, 14:55 PM by Nonnie Canham CFP®

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.

Feb 28, 2024, 13:57 PM by Andrew Duvenage CFP®

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

Feb 22, 2024, 13:32 PM by NFB Private Wealth Management

How does this year’s budget affect you?

Feb 20, 2024, 15:52 PM by Jonathan Braans CFP®

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.

Dec 14, 2023, 01:04 AM by Jaco de Beer RFP™

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.

Dec 14, 2023, 00:47 AM by Zane Amos-Brown

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

Dec 14, 2023, 00:35 AM by Steven Swanepoel CFP®

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.

Nov 2, 2023, 14:28 PM by NFB Private Wealth Management

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.

Oct 30, 2023, 17:26 PM by Travis McClure CFP®

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

Oct 30, 2023, 16:46 PM by Glen Wattrus CFP®

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