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September Market Economic Update

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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

How to take your investment money offshore

The pros and cons of the two routes available to South Africans.

Robo versus human advisors

Robo-advice can be a cost-effective way to invest if you know what you're paying for and what to expect in return.

Key steps to achieving financial freedom

A look at the key milestones on this path.

What retirees worry about most

Formal retirement has been identified as the tenth most stressful life event.

Winding up an estate

Executors need a good understanding of accounting, finance and tax.

No will in place? It will have consequences

Not having a will can have detrimental consequences for dependents.

Planning for when you cannot speak for yourself

An advance healthcare directive can be a particularly valuable document for families.

Drafting a will: your questions answered

If you die intestate the state appoints a legal guardian for your children.

Useful estate planning tips

Ensure your estate is would up quickly, with as little burden on your loved ones as possible.

Your will and other estate-planning tools

Estate planning aims to protect your wealth while you're alive and ensure the maximum amount is transferred to beneficiaries after your death.

Reg 28: how limited offshore allocation affects returns

Adding just a little risk can make a big difference in overall returns achieved.
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