Blogs
Read with
Andries Maree
Get a head start this #YouthMonth with saving for your child’s education
Read with
Andries Maree
Momtrepreneurs: Become a mom and still retain your business
Read with
Andries Maree
How to impart financial wisdom to the next generation
Insurance
Empower yourself with the right life cover
Protecting your family’s financial future starts with the right life cover. Review your needs, adapt to changes, and seek guidance from a financial adviser to make informed decisions that provide security and peace of mind.
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
Think you know Tax? 6 Common South African Myths Busted for 2026
South African tax rules can be confusing, and myths often lead to costly mistakes. This blog unpacks six common tax myths, clarifies what’s true for 2026, and helps you make smarter, more confident financial decisions.
Financial Planning
Turn money moments into loving moments
Money can strain relationships, but it can also bring you closer. Learn how open, honest conversations about finances can ease tension, build trust, and turn everyday money moments into stronger, more loving connections.
Financial Planning
Start paying bills to yourself
Make your future a priority by paying yourself first. This blog shows how treating savings like a monthly bill can help you stay focused, resist lifestyle pressure, and build financial security for your goals and peace of mind.
Financial Planning
Money can't buy love, but talking about it can create happiness
Money can’t buy love, but talking about it can strengthen relationships. This blog explains how couples can improve trust, set shared goals, and openly manage finances to build a happier, healthier partnership.
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
The 4 Dimensions Checklist helps you make better investing decisions
Young professionals often upgrade lifestyles instead of investing. The Four Dimensions Checklist helps you pause and assess return, risk, liquidity and tax efficiency, guiding smarter financial decisions for long-term wealth.
Financial Planning
What Fathers should be teaching children about money
Practical money lessons help children build healthy habits, confidence, and responsibility from an early age. Encourage smart financial choices at home today.
Financial Planning
Costs of single motherhood
The costs of single motherhood unpacked with real expenses, budget tips and protection ideas to keep finances steady—start planning your next step.