News and insights

Learn to choose the right financial planner. My journey underscores the importance of trust and integrity in financial advice.

Creating and sustaining wealth might seem like an impossible task, but it's not. If you're a dedicated and consistent investor, wealth will

For too long divorced people have been unable to access funds in the living annuities of their ex-spouses

It's a growing concern as the people supporting their parents are struggling to make ends meet themselves

Very few people who experience the privilege of a long life are also able to remain in full control of their financial affairs.

Choosing how you get married has financial and legal implications.

Article by Hardi Swart, CFP® 2019/20 South-African Financial Planner of the Year PLANNING POINTS: The silly season is upon us, and...

It’s no secret that humans are living longer, and the flip side of longevity is the increased risk of illnesses associated with old age.

‘Do not dictate to them… Always keep the conversation casual, and put their needs first.’

Most South African investors appreciate the need to invest offshore to benefit from geographic diversification, to hedge their investments a