#Knowledge Library

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.

Aug 2, 2023, 17:52 PM by Jonathan Braans CFP®

our investment in human capital is just as important as your financial capital. A financial advisor is a pivotal element to the success of your portfolio.

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

Embracing objectivity, diversification, and positive energy

Jul 18, 2023, 21:02 PM by Marco van Zyl CFP®

How can we navigate the squeeze while searching for the light at the end of the tunnel?

Jun 20, 2023, 14:15 PM by Jonathan Braans CFP®

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

Jun 20, 2023, 13:45 PM by Thulisile Nkomo CFP®

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

May 26, 2023, 09:29 AM by Thulisile Nkomo CFP®

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

May 12, 2023, 10:41 AM by Jonathan Braans CFP®

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

May 11, 2023, 16:24 PM by Nonnie Canham CFP®

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

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

May 11, 2023, 15:20 PM by Thulisile Nkomo CFP®

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.

Feb 28, 2023, 21:11 PM by Andrew Duvenage CFP®

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

Feb 28, 2023, 21:11 PM by Thulisile Nkomo CFP®

How to ensure our finances help rather than hinder us.

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'

Feb 27, 2023, 17:22 PM by Philip Bartlett CFP®

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

Feb 27, 2023, 17:21 PM by Khanya Dladla FSA™

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

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

Patience has, in the short term, been rewarded.

Nov 18, 2022, 16:02 PM by Marco van Zyl CFP®

The tax consequences of emigration on your investments

Oct 24, 2022, 13:10 PM by Paul Marais

With its greater opportunity set and growth potential, diversification into the US is looking good.