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ADVISOR VIEWS 

Money mistakes to avoid in your 30s

The financial decisions you make in your thirties can set the general course of your financial journey – it’s essential to get them right.

Understanding pyramid schemes and multi-level marketing

How they work, how to spot one and questions to ask before signing up.

The age of anxiety

Ongoing political and economic developments are causing concern among investors.

What to do (and not to do) with your bonus

A few dos and don’ts to consider before blowing your bonus.

What makes us spend too much?

In a world of infinite choice, accepting that we can have anything we want but not everything we want can be tough.

Breaking the personal finance glass ceiling

Multiple studies have shown that when women do invest, they not only outperform the market, but in many cases also their male counterparts.

Busting financial-planning jargon

Various funds, policies, benefits and taxes explained.

Consider your options, as the state eyes your pension

If prescribed assets are implemented, SA pension funds may have to invest a portion of their assets into SOEs with social and economic development mandates.

Unseen threats to your retirement plan

One of the single biggest threats to a couple’s retirement funding is adult children who continually ask to borrow money.

Dread disease cover is a truly living benefit

What it covers, how much it costs and how it works.

Eight steps to starting your financial journey the right way

Effective financial planning puts mechanisms in place to help you realise your goals.

September Market Economic Update

News from local and global markets.

Managing your money stresses

Eight tips to put you more in control.

Ten habits of financially-independent people

The role of human emotions in the context of financial planning should never be under-estimated.

Teaching our children about money

Preparing one’s children for the responsibilities that come with adulthood is no easy task, especially when it comes to money management and personal finances. There is no doubt that a solid foundation in financial literacy is needed to ensure that our children are equipped to manage a budget, calculate interest and be fiscally responsible. Not
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