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Financial Planning

 

Financial Planning / 09-07-25 / Thomas Berry

Thomas Berry | Saving strategies: build your financial future brick by brick

Saving money might seem like a daunting task, especially if you're aiming to achieve long-term goals such as buying a home, funding your children’s education, or retiring comfortably. However, much like building a house, Thomas Berry, Head of…

Financial Planning / 09-07-25 / Sisanda Ndlovu

South Africans signal cautious confidence as financial habits evolve

“South Africans are showing resilience with purpose. They’re not simply reacting to pressure, they’re taking charge, rebalancing their finances and protecting their future,” says Ayesha Hatea, director of research and consulting at TransUnion.

Financial Planning / 03-07-25 / Chris Smit

Chris Coetzee | Why financial education should start early in SA

"Financial literacy among South African youth remains alarmingly low. A survey by 1Life Insurance revealed that over 50% of young people do not know how to build a stable financial future, and fewer than 30% maintain a solid monthly budget,"…

Financial Planning / 25-06-25 / Shelly Nxumalo

Don’t die in an awkward position: Capital Legacy gets real about wills

“The campaign is provocative, yes. But it’s intentionally designed that way to stand out, cut through the clutter and shift behaviour. To get South Africans talking about wills. And more importantly, writing them,” says Grant Fietze, Head of…

Financial Planning / 25-06-25 / Sisanda Ndlovu

The Dad Economy: why fatherhood demands a financial game plan

"Fatherhood may bring sleepless nights, but your finances shouldn't be one of them. With planning, the transition from individual to family-focused budgeting doesn't have to be a crisis - it can be a strategy that becomes your saving grace,"…

Financial Planning / 25-06-25 / Therèse Havenga

Therèse Havenga | Teaching my child the language of money

"I remember thinking, she’s still young, she doesn’t need to know what a debit order is. But by the time she was a teenager, I realised how much she’d already absorbed from friends, social media and the occasional panicked comment she’d overheard…

Financial Planning / 19-06-25 / Chris Smit

70% of Africans financially illiterate, says report

"Financial literacy is no longer just a nice-to-have skill - it's essential. With AI now in the hands of fraudsters, financial scams are becoming more sophisticated and harder to detect. People need to be better equipped not only to manage their…

Financial Planning / 19-06-25 / Jane Khumalo

Strategies for South African women facing the broken rung

"This is a story I've seen echoed in so many talented women - brilliant individuals who just need someone to remind them that they don't need to wait to be noticed. They have every right to step forward and take up space," says Phryne Williams,…

Financial Planning / 19-06-25 / Shelly Nxumalo

Navigating tax as a sole proprietor

“Get your records in order, pay your taxes on time, and take advantage of every legal tax-saving opportunity,” he says. “In the long run, a well-run business isn’t just about making money; it’s about keeping it,” says Wandile Mnguni, Head of…

Financial Planning / 19-06-25 / Sonja Steyn

Sonja Steyn | The full picture: Why financial advice must start with you

"Advice should begin with who you are, not just where you are financially, but how you live, what you carry, and where you hope to go. True advice must honour your full story, not just the numbers, but the nuances," says Sonja Steyn, CFP®, Strategic…

Financial Planning / 11-06-25 / Jane Khumalo

Why mentorship matters in shaping young lives

"Through our social investment initiatives, we engage directly with youth and communities to foster skills, mentorship and a sense of belonging. Our belief is simple: when children see positive role models demonstrating respect, resilience and…

Financial Planning / 11-06-25 / Sisanda Ndlovu

A Father's Day 'fintervention': What financial DNA did dad give you?

"We inherit far more from our parents than just our physical traits. Their attitudes towards money, their spending and saving patterns, and even the conversations they had – or didn't have – about finances at home all contribute to our own financial…

Financial Planning / 04-06-25 / Steven Amey

Steven Amey | Three financial literacy truths I wish I knew at 20

"If you were 20 today, and could learn about investing from scratch, you might be surprised to learn that it is not just a privilege reserved for people with a lot of wealth. It is in fact much more accessible than you might imagine, because…

Financial Planning / 04-06-25 / Capital Legacy

A willful shift: new data shows increased growth in estate planning

"New research shows that ongoing consumer education is paying off as more and more people start to understand that getting their wills drafted is an important and essential step in securing their legacy and their family’s future," states research…

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