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Jun 26, 20225 min read
Five key reasons not to DIY your investments
The rise of new technologies and fintech has made investing simpler, more transparent and cheaper than ever before, leading many to adopt...
Jun 26, 20222 min read
Barriers to achieving financial literacy in South Africa
South Africa’s people face unique financial challenges daily, including high unemployment, extreme poverty and anaemic economic growth....
Jun 26, 20223 min read
What to consider before drafting your will
In South Africa we are fortunate to have freedom of testation, or simply put, if you are 16 years and older, you can choose whom the...
Jun 26, 20222 min read
Don’t sabotage your retirement savings – It’s easier than you think
Five years ago, we wrote an article about the Effects of early withdrawals on retirement saving. Despite many financial advisors...
Jun 26, 20222 min read
Drawdowns, drawbacks and disruption
Retirement income planning demands resilience of advisers who have an arsenal of tools and products to draw from We cannot deliver the...
Jun 26, 20223 min read
Spring is here, it’s time to spring clean your finances
The year is flying by, but don’t let it pass without taking stock of your financial decisions, writes Lettie Mzwinila. The idea of spring...
Jun 26, 20223 min read
CPD - An opportunity for financial advisers to be on top of their game
Ever since Continuous Professional Development (CPD) became part of the Financial Sector Conduct Authority’s (FSCA) Fit and Proper...
Jun 26, 20222 min read
Estate planning simplified
In the prime of our lives, most of us don’t like to think about death and dying, but for those with dependents and assets, proper estate...