Latest Article

Sep12026

Two Pots: What Should You Do with Your Retirement Fund if You Change Jobs?

Retirement Planning

According to the US Bureau of Labor Statistics, the average person stays in a job less than four years. Most people will switch employers multiple times. This might mean you have more opportunities to boost your salary and career prospects, but it also means you’re triggering many decisions about what to do with your retirement savings. Let’s look at how the “two-pot” retirement system has changed resignation rules for fund members, and break down your options when moving to a new job.

Read more
View allBehavioural FinanceBusinessComplianceCryptoEconomyEstate PlanningFinancial PlanningFixed IncomeGeneral InterestInvestingLife InsuranceLong Term InsuranceMarket UpdateMarketsMarkets & economyNewslettersRetirementRetirement PlanningSaving & InvestingShort Term InsuranceSouth AfricataxUncategorizedUnderstanding the MarketsWillsWills and Estate Planning
Nov272025
Financial Planning

From TikTok to Your Wallet: Understanding Social Media Money Trends

Financial Planning

“Social media is merely an extension of real life, not a substitution.” (Abhijit Naskar) On social media, anything can go viral. And that includes financial advice. Platforms like TikTok have encouraged the spread of some interesting ideas, including three notable trends: “loud budgeting”, “cash stuffing”, and “no-spend challenges”. At their heart, these all focus on…

Read article
Nov272025
Financial PlanningGeneral Interest

This Festive Season, Learn how to Talk About Money With Grace

Financial Planning, General Interest

“The biggest problem with communication is the false belief that it has happened.” (George Bernard Shaw) Navigating casual financial conversations isn’t about avoiding the subject altogether. It’s about handling it with purpose and grace. The point isn’t to pore over every aspect of your finances around the braai. It’s to keep your peace and your…

Read article
Nov32025
Financial PlanningSaving & Investing

Are You Financially Fluent or Just Faking It?

Financial Planning, Saving & Investing

All that glisters is not gold.” (William Shakespeare, The Merchant of Venice) 1. Cash ain’t king Let’s cut to the chase: cash is not optimal for long-term investments. While it is the safest asset class, shares, property, and commodities generally produce better long-term returns.  Unit trusts work well in diversifying asset classes. What’s more, cash…

Read article
Nov32025
General Interest

Project Vulindlela: Unlocking South Africa’s Economic Potential

General Interest

Economist and analyst JP Landman has written an insightful article on Project Vulindlela, South Africa’s major economic reform initiative. The article explains how the project is opening up key sectors including electricity, water, ports, and visas and fostering partnerships between government and private business. If the project continues successfully, it could significantly boost South Africa’s…

Read article
Nov12025
Market Update

Market Update: Can Investors Still Benefit From Gold’s Record-Breaking Run?

Market Update

Gold broke through the psychologically significant $4 000-per-ounce barrier, surging over 25% and trading above $4 300 in late October. This rally represents a fundamental shift in how global investors view wealth preservation in an increasingly uncertain world. The gold price’s record rally has been driven by a perfect storm of factors: President Trump’s aggressive…

Read article
Sep302025
Financial Planning

Empower Yourself by Understanding These Key Investment Terms

Financial Planning

“An investment in knowledge pays the best interest.” (Benjamin Franklin) One of the biggest hurdles for new investors is the jargon. The investment world is filled with acronyms, technical terms, and specialist language that can be intimidating. But this language barrier shouldn’t stop you from asking questions or investing in your future. So, here is…

Read article
Subscribe to our newsletter