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Articles written by financial advisors.

Safeguarding your family’s future: A guide for single parents

15 November 2024 / By Erin White
Tips on how to manage both immediate needs and long-term goals with confidence.

Navigating multi-jurisdictional planning: Structuring your global wealth

14 November 2024 / By Eric Jordaan
Key considerations to keep in mind when structuring an estate plan for foreign assets.

The fine line between greed and desperation

14 November 2024 / By Hardi Swart
Emotional traps that can wipe out your life savings.

Embracing financial resilience: A path to lasting stability

13 November 2024 / By Jean van Biljon
Building financial resilience is a journey that involves strategies beyond just budgeting or saving.

Investing and planning for retirement: A marathon, not a sprint

13 November 2024 / By Arin Ruttenberg
Successful retirement planning, like running a marathon, is about endurance, consistency, and a well-executed strategy.

Supporting your ageing parents without losing your financial future

12 November 2024 / By Hardi Swart
Here’s a compassionate and practical guide to helping your parents while protecting your own financial well-being.

Understanding severe illness cover: Key insights and answers

12 November 2024 / By Craig Torr
These products have become increasingly comprehensive and complex, posing challenges for policyholders in fully understanding the terms and conditions.

Interest rates down, markets up: What just happened?

11 November 2024 / By Paul Roux
A cut in interest rates is like a green light for the markets. Here’s why …

Pre-retirement: The make-or-break moments

11 November 2024 / By Dawn Ridler
The sooner you start thinking about retirement, the better the chance you have of influencing the vision of what it is going to look like.

WATCH: Tax saving strategies at retirement – Part 5

8 November 2024 / By Munaf Mukadam
Using a hybrid annuity to optimise your retirement income plan.

Indirect offshore investing: Key considerations for global diversification

8 November 2024 / By Erin White
Global diversification must align with a well-defined investment strategy and specific objectives.

Maintaining a strong relationship with your financial advisor post-retirement

8 November 2024 / By Buntu Bam
This relationship can bring peace of mind and many other benefits to your investments.

A comparative guide to life and living annuities: What you need to know

7 November 2024 / By Devon Card
Each annuity type offers distinct benefits and risks, which can impact your financial security and flexibility.

Holistic retirement – Part 6: Why your risk profile matters

7 November 2024 / By Jaco FouchĂ©
Understanding your risk profile helps you choose investments that fit your comfort level and financial goals.

Managing investment anxiety

6 November 2024 / By Marius Fenwick
A look at what approach you should adopt to experience decent returns at acceptable anxiety levels.

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