#Knowledge Library

Feb 28, 2023, 08:13 AM by Thuli Nkomo CFP®

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

Oct 24, 2022, 12:56 PM by Stephen Katzenellenbogen CFP®

It can be beneficial to put your retirement lump sum into another retirement annuity, here is what you need to consider:

Oct 22, 2022, 20:50 PM by Jonathan Braans CFP®

While a foreign bank account will help diversify overall portfolio risk, the poor return creates a need to search for an alternative.

Oct 21, 2022, 15:56 PM by Thuli Nkomo CFP®

The active involvement of both spouses is critical in the planning and constructing of financial planning strategies for the household.

Oct 7, 2022, 13:01 PM by Jonathan Braans CFP®

Offshore insurance products: are they available to South Africans and what are the benefits?

Apr 4, 2022, 13:13 PM by Jonathan Braans CFP®

While a foreign bank account will help diversify overall portfolio risk, the poor return creates a need to search for an alternative.

Nov 25, 2021, 16:13 PM by Co-authored by Brendon Wright and Stephen Katzenellenbogen CFP®

Should my focus be on investing my disposable income in retirement products that reduces my tax profile, or invest in growth assets to get back the capital forgone if I had still been working till age 65, and then draw an income from there?​

Aug 31, 2021, 13:45 PM by Stephen Katzenellenbogen CFP®

In choosing where to invest, you need to consider several factors such as inflation and current interest rates, your investment timeframe, and your risk appetite.

Jul 12, 2021, 19:47 PM by Stephen Katzenellenbogen CFP®

I contribute to a provident fund, retirement annuity, and a tax-free savings account monthly. Is there anything else I should consider to ensure the best outcome for my retirement?

Apr 28, 2021, 01:51 AM by Thuli Nkomo CFP®

The Financial Sector Conduct Authority (FSCA) often warns of unscrupulous firms masquerading as legitimate advisory firms with the ill intention of scamming people out of their hard-earned money.

Apr 28, 2021, 00:30 AM by Thuli Nkomo CFP®

If you are looking for a low-cost tax-free investment account, you should consider the one in the form of an ETF (exchange-traded fund).

Jun 8, 2020, 18:14 PM by Stephen Katzenellenbogen CFP®

We weigh in on this question and offer various scenarios of how this could play out.

May 12, 2020, 17:24 PM by Thuli Nkomo CFP®

Below we outline some of the considerations you should consider before making the decision of whether to invest in shares or pay off your credit card debt with your surplus cash.

May 12, 2020, 13:40 PM by Thuli Nkomo CFP®

There are several factors that need to be considered before embarking on your investment journey.

Apr 20, 2020, 12:17 PM by Stephen Katzenellenbogen CFP®

Now is not the time to capitulate and exit markets.

Mar 19, 2020, 16:08 PM by Stephen Katzenellenbogen CFP®

Are you planning on retiring soon? The chances are you’re as worried about the current market turmoil as you’ve ever been.

Mar 18, 2020, 18:13 PM by Stephen Katzenellenbogen CFP®

We are in uncharted territory and it’s important to stay connected, stay informed and to not make ill-considered decisions.

Oct 24, 2019, 12:58 PM by Stephen Katzenellenbogen CFP®

My goal is to secure financial freedom and save enough to last me my retirement period.

Sep 17, 2019, 12:14 PM by Stephen Katzenellenbogen CFP

Start investing early with whatever amount you can afford; it will go a long way.

Aug 13, 2019, 16:00 PM by Stephen Katzenellenbogen CFP®

Simply put, offshore investing is when you invest in a currency and a country outside