#Knowledge Library

Nov 21, 2019, 15:00 PM by Trevor Crouse CFP®

Depending on the individual and at what stage of life they are in, the relevance of life cover could outweigh the relevance of investing.

Nov 21, 2019, 14:55 PM by Andrew Duvenage CFP®

Innovations such as robo-advisors – online ‘bots’ that ask you some questions, then use algorithms to recommend an ideal portfolio – are enticing people to opt for a DIY approach to financial planning and wealth management.

Nov 21, 2019, 07:52 AM by Paul Marais

How Jim Simmons Launched the Quant Revolution by Gregory Zuckerman.

Nov 11, 2019, 14:55 PM by Thulisile Nkomo CFP®

The Multi-Asset Income Funds have continued to deliver steady returns in these difficult market conditions.

Oct 31, 2019, 10:47 AM by Stephen Katzenellenbogen CFP®

We have just come out of National Wills Week, which is a great initiative aimed at creating awareness around the benefit of having a Will (Last Will and Testament).

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.

Oct 23, 2019, 11:17 AM by Stephen Katzenellenbogen CFP®

I’ve engaged with many clients over my many years as a Wealth Manager with NFB Private Wealth Management and these discussions often include, especially when it’s a potential or new client, a chat around expected returns.

Oct 22, 2019, 17:05 PM by Karl Firewater

Have you ever wondered what ancient Chinese sea fearing merchants and the stock market have in common?

Oct 15, 2019, 11:09 AM by Thuli Nkomo CFP®

Having children is an incredibly beautiful thing - one that changes your life and finances forever.

Oct 8, 2019, 11:14 AM by Andrew Duvenage CFP®

The rand is one of the world’s most volatile major currencies, at the mercy of both local political developments and international market movements.

Sep 25, 2019, 13:02 PM by Thulisile Nkomo CFP®

Financial advice for women from a woman

Sep 25, 2019, 12:55 PM by Thuli Nkomo CFP®

You know what they say - there are only two things you can be sure of, in this world:

Sep 17, 2019, 12:18 PM by Stephen Katzenellenbogen CFP®

A look at three investment products that offer you tax benefits.

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.

Sep 2, 2019, 08:12 AM by Andrew Duvenage CFP®

We need to apply a rigorous “sanity check” to opportunities and relationships to limit risk.

Aug 25, 2019, 15:30 PM by Stephen Katzenellenbogen CFP®

A question asked by one of our readers...

Aug 14, 2019, 16:00 PM by Evelyn Doubel CFP®

There is more to women than shopping. There is a lot more to us than shopping.

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

Jun 26, 2019, 09:30 AM by NFB Admin

One of the largest independent advisory in South Africa with more than R30 billion in assets

May 14, 2019, 16:00 PM by Thulisile Nkomo CFP®

Young professionals, don’t forget to tackle your financial planning admin when moving to a new job.