News and insights

The Fine Line Between Greed and Desperation Emotional Traps That Can Wipe Out Your Life Savings

Greed and desperation are emotional traps that cloud judgment, leading to poor financial choices that can destroy your life savings.

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5 Reasons Why Many Wealthy South Africans Consider Retiring Abroad — And 5 Reasons They Decide Not To

My wife and I seriously considered moving to Australia with our young family a few years ago. As someone who spent two years studying for...

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Retirement Planning

From Riches to Ruin: Why Not Diversifying Your Retirement Portfolio is a bad idea.

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

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Investing

Five Lessons Learned from the Worst Investments I Ever Made

I made costly investment mistakes, but the lessons were invaluable. Now, I’m a cautious advisor, sharing insights to help you avoid them.

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Investing

What Should a 40-Year-Old Widow do with a R15 Million Life Insurance Payout

When I was 16, I lost my father unexpectedly at the age of 45. He didn’t have life insurance, and it left my mother to take care of me...

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Retirement Planning

The Most Tax-Effective Ways to Invest for Retirement if You’re Earning More Than R1.5 Million a Year

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

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I Have R12 Million in a Company Pension Fund, and I’m Retiring Soon: What Do I Do?

Retiring from your pension fund is crucial for lasting savings. This article guides you through planning, income management, and more.

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Retirement Planning

Unlock the Secret to a Worry-Free Retirement: Mastering Financial Freedom in Your Golden Years

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

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Retirement Planning

The Importance of an Emergency Fund in Retirement Planning

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

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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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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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