Twanji Kalula, Communications Manager at Allan Gray Landing that new position with a higher salary, receiving a long-awaited promotion, or celebrating a well-deserved bonus are...
Financial Planning
Your bank account is not fertile soil for growth
Andile Jonas, Head of Marketing at Momentum Savings If you had a bit of biology or science at school, you will know we need nutrients for fertile soil. Nitrogen, potassium and...
Understanding investment fees: What’s reasonable?
Terence Tobin, Certified Financial Planner®, at Rich Ideas This discussion comes up often, both in my practice and all over social media too. When considering investing, we all want...
The paradox of choice in making investment decisions
Daniel Dos Passos, Portfolio Manager with FNB To quote Barry Schwartz from his book, “The Paradox of Choice: Why More Is Less”, “On the other hand, the fact that some choice is good...
Does birth order impact your investing style?
René Basson, Head of Brand at Satrix Does being firstborn mean you prefer more conservative investing options? If you’re a ‘laat lammetjie’ - a South African term for the youngest...
Tax policy expert says VAT increase is least damaging to economic growth
Chris Axelson, Acting Deputy Director-General: Tax and Financial Sector Policy: National Treasury The recently presented Budget 2.0 has ignited a heated debate, presenting both...
Secure their future: Estate planning for your vulnerable loved ones
Advocate Sankie Morata CFP, Chief Executive of Sanlam Trust One of the greatest acts of love you can show your vulnerable dependents is to ensure their well-being after you’re no...
Maximising tax-efficient investment vehicles following the 2025 Budget
Rita Cool, Head: Individual Consulting Strategy - Best Practice at Alexforbes The implications of the 2025 National Budget have placed a renewed focus on tax-efficient investment...
Beware of unqualified “finfluencers” and social media investment scams
Johannes Theron COO of Distribution at PSG Financial Services Tempting online adverts offering unrealistic investment returns have flooded social media in recent years. Many of these...
Why the best investors think like farmers
Jaco Prinsloo, Financial Consultant at Alexforbes In 2008, South Africans watched as the global financial crisis unfolded, shaking markets, businesses and entire economies. For many,...
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