Blogs
Read with
Zolani Willie
Building a retirement that lasts: Spend smartly and invest wisely
Read with
Thanduxolo Soyizwaphi
The estate planning steps every dad should take
Read with
Monde Kinana
Why it’s time to talk to your parents about their will
Read with
Zolani Willie
Breast Cancer Awareness: A guide to staying on top of your health checks
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.
Investments
Tax-efficient investment opportunities
Pay less tax and grow your savings with smart investment choices. This blog explains tax-efficient options like Tax-Free Savings Accounts (TFSAs), showing how you can maximise returns while minimising tax with expert guidance.
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.
Investments
Don't keep all your rands in one basket
Don’t keep all your rands in one basket. Diversify your investments to spread risk and increase chances of growth over time. A balanced portfolio helps shield you from market swings and improves long-term financial security.
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.
Sanlam Reality
Personal loans vs Student loans: what is the difference?
Not sure whether to choose a personal loan or student loan? Student loans usually offer lower premiums and support while studying, making them better for education. Early planning and advice can help families, especially the ‘missing middle’.
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
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.
Sanlam Reality
Top tips to improve your mental health
Good mental health is essential for overall wellbeing. Discover practical tips to manage stress, build resilience, improve emotional wellbeing, and create healthy habits that support a happier, more balanced life.
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.
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