Blogs
Read with
Sinethemba Matizerd
Working through cancer: Support today, financial confidence for tomorrow
Read with
Sinethemba Matizerd
Your tax debt can delay your family’s inheritance
Fiduciary Services
Life partners need to ensure they have a will in place
Life partners aren’t protected by intestate succession. This blog explains why having a valid will and clear agreements is essential to protect each other’s assets, wishes, and financial security if one partner passes away.
Financial Planning
Marriage and money: Five critical factors to consider before tying the knot
Marriage affects more than love—it shapes your finances too. This blog outlines five key factors couples should discuss before tying the knot, from shared goals and expectations to protection against unforeseen financial risks.
Financial Planning
How to create a budget in 2026 that works
Take control of your finances in 2026 with a budget that works. Track income, outline expenses, involve your family, set goals, and prioritise debt. Simple, realistic planning helps you save, spend wisely, and achieve your financial goals.
Financial Planning
Start the year on the right financial foot
Kickstart your year with smart money habits. Review your spending, tackle debt, build an emergency fund and plan ahead for festive costs. Small actions now can set you up for long-term financial confidence.
Financial Planning
The importance of getting good advice in 2026
Good financial advice can bring clarity and peace of mind in 2026. With rising costs and daily pressures, a qualified adviser helps you navigate challenges, balance goals, and make practical decisions to protect your future.
Financial Planning
Six ways to refresh your finances this festive season
Give your finances a festive refresh. Reflect on your goals, review your budget, check your credit health and get organised. With the right guidance, you can enter 2026 feeling clear, confident and financially energised.
Financial Planning
Beat burnout, bag bargains: smart spending secrets for the festive season
As the year ends, many South Africans feel burnout and festive spending pressure. Avoid emotional buys by knowing your triggers, checking your credit, and sticking to a budget. Stay mindful so the holidays bring peace, not money stress.
Financial Planning
Get creative this festive season and avoid a financial ‘hangover’ in January
Enjoy the festive season without the January money hangover. Plan ahead, get creative with meals and gifts, co-host gatherings and stick to cash for essentials. Celebrate smart so you can start the new year relaxed and financially steady.
Insurance
Car accident? Don’t miss these important next steps
After a car accident, stay calm and document everything: take wide-angle and close-up photos, gather driver, witness, and insurance details, contact your insurer immediately, and seek a specialised attorney if injuries occur.
Financial Planning
Five simple ways women can grow their savings
Five great money moves for women to build wealth, protect income, and plan ahead with confidence—take charge of your financial future and start today.
Financial Planning
Why winter can impact your wallet in South Africa
Winter can trigger higher spending in South Africa due to seasonal mood changes. Discover practical tips to manage expenses and protect your finances.
Fiduciary Services
Dads, secure your legacy with a will
A valid will helps ensure your wishes are followed, loved ones are protected, and assets are distributed clearly. Take ownership of your estate planning today.