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Smart savings

How to access six different savings vehicles and who should take advantage of them.

9 reasons to engage the services of a financial planner

As an independent and educated gauge, your advisor fulfils the important, and often indispensable, role of financial touchstone.

Active versus passive investing

Each investment style has its own advantages and disadvantages, which should be considered along with costs and risk.

The benefits of a multi-manager

A multi-manager strategically allocates a client’s capital to carefully-selected funds in line with the agreed investment mandate.

Why it’s a good idea to start saving up towards your retirement now

It's said you would need at least 70% to 75% of what you earned at the peak of your career to maintain your lifestyle at retirement.

The frugal life is the safest road to wealth

Delaying gratification may be one of the biggest factors to overcome to build wealth.

June 2019 economic update

A round-up of economic and political news from last month.

On the brink of retiring? Three vital tips

A look at retirement and emigration; living annuities and high offshore exposure; and where to draw your income.

Raise your game

Some coaching considerations to keep in mind that apply to both your sporting hobbies and investment plans.

Are financial advisors really worth it?

Unless financial markets, -legislation, -tax and -planning are your profession or committed hobby, you may be better off consulting an expert.

Financial considerations on divorce

Twenty financial planning aspects to work through.

Are millennials changing the world or making the same mistakes?

In failing to plan for their financial futures, they may be more like preceding generations than they'd like to admit.

Should you invest in things that retirees buy, to fund your own old age?

Perversely, good investments may turn out to be in daycare and pre-primary schools for pre-school children.

Financial planning for the terminally ill

After diagnosis, you may want to reassess your medical aid plan option, review any potential insurance claims you might have, and consider caring options for the future.

The importance of the choice of investment vehicle

A look at the benefits of using endowments.
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