#Knowledge Library

Feb 28, 2024, 15:38 PM by Steven Swanepoel CFP®

Missed out on maximising your tax-efficient investments in 2023? Not yet a tax-savvy investor? Don't worry! The new tax year presents an opportunity to ensure you don't miss out again.

Dec 14, 2023, 01:04 AM by Jaco de Beer RFP™

Retirement challenges often lead to cancelling life cover, but exploring options like guaranteed income annuities or continued coverage without new premiums can ensure financial stability and fulfill legacy aspirations.

Dec 14, 2023, 00:35 AM by Steven Swanepoel CFP®

Prepare for your new arrival by considering key financial aspects such as medical plans, life cover, emergency funds, wills, and education savings, ensuring peace of mind for your growing family.

Jul 26, 2023, 14:20 PM by Jonathan Braans CFP®

There are consequences to being listed as a country not fully compliant with the rules of the FATF but how does this affect you and how we interact with you and your portfolio?

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 14, 2023, 11:51 AM by Jonathan Braans CFP®

The answer is subjective and depends on the level of income one would need to sustain their lifestyle in retirement.

Dec 13, 2022, 14:18 PM by Jonathan Braans CFP®

Is the market close to a turning point?

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

The tax consequences of emigration on your investments

Nov 18, 2022, 15:26 PM by Jaco de Beer RFP™

How to make sure you’ve got all your pieces in play

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.

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

Effective tools to help women make their money work for them

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 4, 2022, 14:41 PM by Co-authored by Nonnie Canham CFP® and Thulisile Nkomo CFP®

The reality is that the two are different savings vehicles with different tax treatments so it’s important to understand how they compare.

Feb 23, 2022, 14:37 PM by Ivor Mudzengi CFP®

A significant change in legislation will now require you to be a non-resident for South African tax purposes for at least three years before being granted early access to your retirement annuities or preservation funds.

Feb 8, 2022, 17:25 PM by Marco van Zyl CFP®

Does the tax-deductibility of retirement fund contributions outweigh the desire for increased long-term international exposure and the threat of prescribed assets?

Dec 10, 2021, 16:17 PM by Stephen Katzenellenbogen CFP® and Brendon Wright

In principle, the ideal is to consistently contribute to paying off debt while at the same time investing for the long term and if possible, to contribute to an emergency fund that can be quickly and easily accessed.

Dec 10, 2021, 11:11 AM by Thuli Nkomo CFP®

Don't become a statistic: your financial advisor is an asset in ensuring that you make the best decisions and avoid the pitfalls when a financial windfall comes your way.

Aug 10, 2021, 20:39 PM by Stephen Katzenellenbogen CFP®

Empowering young investors on their financial wellness journeys

Aug 3, 2021, 21:28 PM by Marco van Zyl CFP®

Most common questions we are asked.