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The world is on its head, but the principles of investing remain constant

Given the current market backdrop, there is a lot of uncertainty that investors face both in local and global markets...
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Changing your financial beliefs and behavior

We often have huge expectations about what we should be doing and how we should be living or lives. This...
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How to save money on funeral cover

These last two years have placed a lot of people under additional financial pressure to either find additional income or...
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Buying Property with Someone Else

I wrote this inspired by conversations with clients and friends that I’ve had lately.  One had bought an investment property with...
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Future medical scheme contributions

Covid-19During the various Covid-19 waves, medical schemes have experienced a reduction in claims for trauma events (emergencies) and planned non-emergency...
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Financial Freedom – how much is enough?

Financial independence, having had hundreds of conversations over the last 13 years, has lead me to believe it is more about the freedom to make decisions.
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You deserve a better experience

Recently, I was reading the responses to an online survey that was looking at the public’s experiences in dealing with...
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Reporting a Deceased Estate under R250 000.

How to report an Estate of R250,000 or less to the Master or to a Service point of the Master ...
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Changing your financial beliefs and behavior

We often have huge expectations about what we should be doing and how we should be living or lives. This is also influenced by people around us. If you have a big friend circle, you probably have a very busy social life, which means that you spend a lot of money on social gatherings, braai’s, etc. Same goes for when you have children.
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Planning to sell your business and then retire?

In my experience, retirement of the seller is the most credible reason for buyers when considering to buy a business. Most buyers are not start-up entrepreneurs and want to buy an existing established business that has a proven sustainable cash flow history.
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Mediation

Mediation As A Form Of Dispute Resolution In South Africa Conflict and disputes are inevitable – be it in the...
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A Simple Savings Plan

A Simple Savings Plan Last week I posted a Tweet about a waitress I gave financial advice to whilst on holiday in...
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The Importance of a Professional Executor

Why do you need a professional executor to wind up an estate? When someone dies, an executor needs to wind...
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Emergency Funds – A Simple Guide

Emergency Funds - A Simple Guide Burst Geyser! Tyre Blow Out! Load Shedding Blew Your Appliances! Medical Crisis! Retrenchment! Engine...
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Couples and Currencies

Couples and Currencies Guest Blogger, Paula Quinsee, shares how when we are asked ‘how you are contributing to your relationship’, we...
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Provident Fund Changes

Image by Nattanan Kanchanaprat from Pixabay Provident Fund Changes - T DAY Cast your mind back 10 years. This is when the South African...
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Tax Free Savings Accounts

Tax Free Savings Accounts Growing your wealth tax free through a tax free savings account (TFSA) can be a reality...
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Your Financial Plan Has A Gap

Your Financial Plan Has A Gap Check your financial plan, are you guilty of this? Don't Fall in Love with...
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Financial Resolutions You Should Consider This New Year!

Resolutions to Start the New Year Below are some of my thoughts and ideas about financial new years resolutions.  These...
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5 tips to avoid making bad investment decisions

Making Investment Decisions Can Be Easy While most of us do not have a crystal ball to predict the future,...
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