#Knowledge Library

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 10, 2022, 15:23 PM by Justin Boyce

How NFB AM’s Total investment Cost stacked up over the first quarter of 2022.

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

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

Oct 6, 2022, 15:26 PM by Jonathan Braans CFP®

A look at what is causing market volatility and what to expect next year.

Sep 9, 2022, 11:25 AM by Thuli Nkomo CFP®

Effective tools to help women make their money work for them

Sep 7, 2022, 12:41 PM by Jonathan Braans CFP®

You can split your capital between an all-equity portfolio offshore, SA equity, and bonds.

Sep 6, 2022, 06:25 AM by Jonathan Braans CFP®

From a pure income perspective, a voluntary life annuity does appear to be the best option.

Sep 6, 2022, 06:20 AM by Nonnie Canham CFP®

Tax amendment for Pensioners with more than one source of income.

Sep 1, 2022, 09:06 AM by Travis McClure CFP®

How to benefit from the higher yields being delivered by certain asset classes.

Aug 31, 2022, 15:12 PM by Mike Estment CFP®

Finding opportunities during volatile markets.

Aug 31, 2022, 11:57 AM by Xolisa Funani CFP®

How will the proposed legislation impact your retirement savings?

Aug 1, 2022, 08:35 AM by Jonathan Braans CFP®

Why you need to sit tight and let the market recover.

Jul 1, 2022, 16:09 PM by Mike Estment CFP®

With half of 2022 in our rear-view Mike, in his View from the Chair, guides us on how to keep our eyes on the long term prize despite the bumpy ride.

Jun 28, 2022, 14:21 PM by Glen Wattrus CFP®

Maintaining a state of calm during challenging, uncertain and volatile times, will stand you in good stead to capitalise on opportunities when they arise

Jun 28, 2022, 14:17 PM by Anthony Godwin RFP™

Buckle up for the bumpy ride ahead

Jun 28, 2022, 13:15 PM by Jaco de Beer RFP™

If you wish to preserve and protect your assets for the benefit of subsequent generations, make estate planning your priority.

Apr 11, 2022, 11:12 AM by Thuli Nkomo CFP®

It’s never too late to start saving for your retirement. Irrespective of how late you are starting.

Apr 8, 2022, 13:45 PM by Marco van Zyl CFP®

While there is no secret investing formula that high-net-worth individuals employ, particular insights can be gained by studying how they approach their investments. So, what do they do, and more importantly, what do they not do?

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.

Mar 15, 2022, 09:07 AM by Nonnie Canham CFP®

Either way, most still lack confidence in their investment knowledge.