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Should You Rent, Buy, or Rent-to-Own? A South African Perspective
Deciding whether to rent, buy, or opt for a rent-to-own agreement is a significant financial decision, especially in South Africa's current.


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


When the going gets tough remain calm and invested
We’re living through a crisis - there’s no way to sugarcoat it.


Pensioners breakin’ 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


The constant rand plan a step to wealth creation
Unless you're into extreme sports, risk is often an elusive concept, seemingly unconnected to our stable, suburban lives.


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


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


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.


Why retirees should rethink their draw-down rates
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


Investing: How sacred is the 4% rule of thumb?
The 4% rule states that if you withdraw 4% from your retirement portfolio annually (inflation adjsuted), your savings will last for 30 year.


Planning your finances? There are certain rules that you can break or bend
When it comes to personal finance, the keyword is “personal” - there’s no one-size-fits-all approach that works for everybody.


How to set financial goals - and achieve them
Life works better when you set goals - goals that encapsulate your core values and your ambitions.


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


Taking care your parents' financial affairs
‘Do not dictate to them… Always keep the conversation casual, and put their needs first.’


Consult this check list when choosing your financial planner
I was motivated to become a financial adviser because brokers misled my family after my father's death.
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The Big Retirement Question: Downsize or Stay Put?
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You’re Underspending in Retirement And What To Do About It
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