Creating lasting family wealth with appropriate structuring

By Ruan Breed * If you’ve built up meaningful assets and do not have substantial debt, the next challenge is making sure that wealth benefits your children and grandchildren — instead of being eaten away by tax or poor structuring. The right financial structures can make a huge difference in

Read More »

How often should you check your investment portfolio?

Checking your portfolio too often is a fast way to hurt long term returns. The article explains why – and how to stay focused when markets move. Hint: Not as often as you check the weather. If checking your investment portfolio was a sport, many South Africans would qualify for

Read More »

7 ways to fight the rising cost of living

By Leslie Greyling* The Finance Minister may have given households some breathing room in the Budget, but if your debit orders still weigh you down and your grocery bill keeps surprising you, you’re not alone. Because the cost of living is not just about the inflation rate. It’s about what

Read More »

Money rules for unmarried couples

By Charize Beukes* Are you living together, sharing expenses, and building a life … but skipping the wedding? In times gone by this was often frowned upon, but today it’s perfectly normal, common even. Here’s the catch, though: under South African law, this arrangement can leave you dangerously exposed financially.

Read More »

Hit or miss? Will your portfolio perform?

From 10/5/3 to 8/6/4: a South African reality check for retirement portfolios built to survive bad years, not just good ones. By Maria Smit* Financial planning is full of quirky sayings and mantras that are designed to help simplify our thinking about key financial decisions. You might have heard of

Read More »

Why getting financial advice is your best investment

By Suzean Haumann* If you manage your own investments, how confident are you that your plan is on track? It’s often thought that you’ll be ok if you have an RA, a few unit trusts, and a tax-free savings account. Right? You might be, but have you ever wondered whether

Read More »

Your practical 2026 personal tax checklist

By Kim Doolan* Every year, it creeps up. And yet every year we moan and delay: you know the 28 February tax deadline is coming and that things must get done. But between work, life, and sheer mental fatigue… it’s easy to do nothing. And you’re not alone. Every year

Read More »

Don’t bring back your dollars

y Renee Eagar* If you’ve been watching the strength of the rand lately, you might be wondering: Should I bring my offshore money back to South Africa? It’s a fair question. But the answer in NO! The rand has been unusually strong, especially against the US dollar, strengthening by around

Read More »

10 simple money tips for these uncertain times

Don’t wait for the ‘perfect time’ – with interest rates easing, the rand strong and life moving fast, here’s how to take control of your finances today. With so much of the normal world order looking like a right mess with tariffs, wars and tension between world leaders, it’s easy

Read More »
Scroll to Top