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Building a Partnership: How to Choose Your Financial Planner
Learn to choose the right financial planner. My journey underscores the importance of trust and integrity in financial advice.
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Mistakes the rich just don't make when investing.
Creating and sustaining wealth might seem like an impossible task, but it's not. If you're a dedicated and consistent investor, wealth will
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Pensioners breakinâ up shouldn't be so hard to do
For too long divorced people have been unable to access funds in the living annuities of their ex-spouses
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How to support ageing parents and avoid repeating the cycle
It's a growing concern as the people supporting their parents are struggling to make ends meet themselves
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Managing your parents' wealth takes tact, diplomacy and skill
Very few people who experience the privilege of a long life are also able to remain in full control of their financial affairs.
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What to do before you say âI doâ
Choosing how you get married has financial and legal implications.
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How to give meaningful gifts this festive season
Article by Hardi Swart, CFPÂŽ 2019/20 South-African Financial Planner of the Year PLANNING POINTS: The silly season is upon us, and...
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Financial planning for dementia
Itâs no secret that humans are living longer, and the flip side of longevity is the increased risk of illnesses associated with old age.
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Taking care your parents' financial affairs
âDo not dictate to them⌠Always keep the conversation casual, and put their needs first.â
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An offshore window of opportunity for investors
Most South African investors appreciate the need to invest offshore to benefit from geographic diversification, to hedge their investments a
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Trust Funds Explained: How the Rich Protect Their Money - And How You Can Too
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2026/27 SARS Tax Brackets Changed: What Retirees Need to Know
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Retirement Tax Strategy to Save BIG on Offshore Investments
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Build a retirement Paycheck that works in Any Market
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