News and insights

Building a Partnership: How to Choose Your Financial Planner

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

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Credit and debt

Mistakes the rich just don't make when investing.

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

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Saving

Pensioners breakin’ up shouldn't be so hard to do

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

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Retirement Planning

How to support ageing parents and avoid repeating the cycle

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

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Retirement Planning

Managing your parents' wealth takes tact, diplomacy and skill

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

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Family and Estate Planning

What to do before you say ‘I do’

Choosing how you get married has financial and legal implications.

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Family and Estate Planning

How to give meaningful gifts this festive season

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

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Family and Estate Planning

Financial planning for dementia

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.

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Retirement Planning

Taking care your parents' financial affairs

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

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Investing

An offshore window of opportunity for investors

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

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Beyond mojitos and beaches: Crafting your perfect Retirement | Hardi Swart CFP | South Africa

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Beplan vandag, beskerm môre | Hardi Swart op die Groot Ontbyt | 5 Nov 2024

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Finansiële beplanning vir weduwees | Hardi Swart en Jan Botha Op Die Groot Ontbyt | Episode 2

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News and insights

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Beyond mojitos and beaches: Crafting your perfect Retirement | Hardi Swart CFP | South Africa

Beplan vandag, beskerm môre | Hardi Swart op die Groot Ontbyt | 5 Nov 2024

Finansiële beplanning vir weduwees | Hardi Swart en Jan Botha Op Die Groot Ontbyt | Episode 2

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