Blogs

Financial Planning
Mid-year / Annual Checklist - when meeting your financial adviser
Prepare before meeting your financial adviser to make the most of your session. Bring key questions, review your will, portfolio, and financial plan, and gain clarity, peace of mind, and guidance to reach your goals.

Financial Planning
How to impart financial wisdom to the next generation
Impart financial wisdom to the next generation with practical habits, open conversations, and smart planning tools that build confident money choices

Financial Planning
Financial literacy – from toddlers to teens #YouthMonth
Financial literacy builds strong money habits from an early age, helping children and teens make confident choices at every life stage. Support their journey today.

Financial Planning
The behavioural traps fraudsters exploit
Investment scams exploit cognitive biases, especially during bonus season. Spot the warning signs, slow decisions, and protect new funds with confidence.

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.

Short Term Insurance
Times are tough – but culling your insurance won’t help you save in the long run
Short-term savings can create long-term risk. Explore how the right mix of cover supports financial stability, cash flow, and future goals. Review your cover.

Insurance
Do I Need Income Protection Insurance? Let’s break it down
Do I need income protection insurance? Get clear on risks, income gaps, and how to keep your finances stable if illness or injury affects your earnings—secure peace of mind.

Financial Planning
9 Money lessons motherhood teaches us #MothersDay
9 money lessons motherhood teaches us, from budgeting wisely to planning ahead for security—build stronger financial habits for your family’s future. Take the next step.

Financial Planning
Questions every woman should ask herself
South African women drive the economy, yet many remain underinsured. Ask yourself these key questions today to safeguard your income and family's future.

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.

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.

