Blogs
Read with
Philfin Du Plessis
Why debt feels endless and how to end it #debtawareness
Read with
Awie Du Plessis
Breast Cancer Awareness: A guide to staying on top of your health checks
Read with
Ida Pieterse
Building a retirement that lasts: Spend smartly and invest wisely
Read with
Kiewiet Du Plessis
The estate planning steps every dad should take
Financial Planning
Five tips to help you avoid financial sabotage this year-end
Year-end spending can derail your financial goals. These five tips - plan ahead, budget, avoid bad debt, delay gratification, and prioritise saving - can help you stay on track and work towards lasting financial freedom.
Financial Planning
Year-end Holiday Checklist
Heading off on holiday? Use a simple checklist to travel with peace of mind. Confirm arrangements, secure your home, pack smart, check your cards and documents and return home to comfort, not chaos.
Financial Planning
Enter the festive season with financial confidence
Stay in control this festive season by planning early, setting boundaries and spending wisely. Avoid debt, use rewards, track your habits and make smart choices so you can celebrate with confidence and start the new year stress-free.
Insurance
Men’s health and financial confidence: Questions to ask your financial adviser
Men face high risks of cancer, heart disease and disability, often long before retirement. Asking your adviser about illness cover, income protection and family support can help you stay financially confident and protected if life takes an unexpected...
Sanlam Reality
8 Ways to make your small business more distinctive #Entrepreneurship
Standing out is key for small businesses to attract attention and build loyal client relationships. By highlighting unique strengths and offering exceptional value, you can differentiate your brand and create deeper connections with your audience.
Retirement
Pension interest and marital regimes – what to know
Divorce can affect how retirement savings are divided, depending on your marital regime. Knowing how civil, customary, or religious marriages impact pension interest ensures you and your spouse are treated fairly and your assets are protected.
Financial Planning
Will you really be saving money on Black Friday?
Black Friday may look like the best time to shop, but inflated prices, interest costs, and distractions can derail your budget. Get practical tips to help you spot real deals, avoid debt, and spend with confidence this season.
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.
Insurance
Secure your future with risk cover
Protect your family’s future with life, disability, and critical illness cover designed to provide financial security when it matters most.
Financial Planning
#SavingsMonth: How to achieve a savings mindset
Building a savings habit starts with the right mindset. Discover practical ways to prioritise saving, create realistic financial goals, and develop healthy money habits that can help secure your financial future.
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More about usOur team of financial planners bring deep expertise and personal care to every client relationship. There’s a right fit for everyone.
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