News and Insights

After a month in Australia, I realized the Western Cape’s affordability, natural beauty & financial perks make it an ideal retirement spot

The gentleman’s experience with Steinhoff is a powerful reminder of the dangers of putting too much faith—and money—into a single investment

Managing tax becomes crucial when earning over R1.5m. Learn tax-efficient strategies using RAs, TFSAs, endowments, and trust donations.

Retirement is not just a milestone—it’s the beginning of a new chapter in life.

An emergency fund acts as a financial safety net designed to cover unexpected expenses or provide support during unforeseen challenges.

Maximize your retirement savings with smart tax strategies! Discover 10 ways to reduce tax and enhance financial security in retirement.

The sequence of return risk explained.

🌿 What if I told you lawn bowls could be one of the deadliest sports? Of course, that’s just tongue in cheek! While lawn bowls itself isn’t

Thinking of retiring early? Discover why it might jeopardize your financial security and what to consider for a fulfilling retirement.

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

We’re living through a crisis - there’s no way to sugarcoat it.

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

Unless you're into extreme sports, risk is often an elusive concept, seemingly unconnected to our stable, suburban lives.

Economists use various terms to explain phenomena that affect the stock market. Covid-19 would undoubtedly be called a “black swan event”

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.

Retirees don’t only have to be extra careful not to contract the virus; they also have to face up to the serious dent that the stock market

The 4% rule states that if you withdraw 4% from your retirement portfolio annually (inflation adjsuted), your savings will last for 30 year.

When it comes to personal finance, the keyword is “personal” - there’s no one-size-fits-all approach that works for everybody.

Your home is your castle. Of course, it is. But don’t think for a minute that your castle will provide for you in retirement.