News and insights

Deciding whether to rent, buy, or opt for a rent-to-own agreement is a significant financial decision, especially in South Africa's current.

Creating and sustaining wealth might seem like an impossible task, but it's not. If you're a dedicated and consistent investor, wealth will

We’re living through a crisis - there’s no way to sugarcoat it.

For too long divorced people have been unable to access funds in the living annuities of their ex-spouses

Unless you're into extreme sports, risk is often an elusive concept, seemingly unconnected to our stable, suburban lives.

Economists use various terms to explain phenomena that affect the stock market. Covid-19 would undoubtedly be called a “black swan event”

It's a growing concern as the people supporting their parents are struggling to make ends meet themselves

Very few people who experience the privilege of a long life are also able to remain in full control of their financial affairs.

Retirees don’t only have to be extra careful not to contract the virus; they also have to face up to the serious dent that the stock market

The 4% rule states that if you withdraw 4% from your retirement portfolio annually (inflation adjsuted), your savings will last for 30 year.

When it comes to personal finance, the keyword is “personal” - there’s no one-size-fits-all approach that works for everybody.

Life works better when you set goals - goals that encapsulate your core values and your ambitions.

Article by Hardi Swart, CFP® 2019/20 South-African Financial Planner of the Year PLANNING POINTS: The silly season is upon us, and...

‘Do not dictate to them… Always keep the conversation casual, and put their needs first.’

I was motivated to become a financial adviser because brokers misled my family after my father's death.