#Knowledge Library

Jul 18, 2023, 21:49 PM by Mike Estment CFP®

Embracing objectivity, diversification, and positive energy

May 11, 2023, 15:44 PM by Mike Estment CFP®

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

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'

Dec 13, 2022, 13:05 PM by Mike Estment CFP®

Patience has, in the short term, been rewarded.

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 22, 2022, 15:12 PM by Mike Estment CFP®

How risk-averse are you when it comes to finances?

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.

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.

Jun 17, 2021, 18:24 PM by Stephen Katzenellenbogen CFP®

You don't have to wait to leave a monetary legacy for your children, instead, help them develop healthy savings and spending habits now that will set them up for future financial freedom.

Jan 21, 2021, 09:48 AM by Evelyn Doubell CFP®

While money can’t buy happiness, it certainly can help you live a comfortable retirement. We look at retirement annuities as a tax efficient way to save for your golden years.

Jun 4, 2020, 09:30 AM by Evelyn Doubell CFP®

At the heart of these lessons is the simple idea that money should never be a taboo subject between you and your children.