Recent Posts

  • How to plan to not retire

    If you are planning to work for the rest of your life, it is entirely understandable if saving for retirement is not top-of-mind. The idea of a formal retirement at age 65 followed by a sedentary life of golf and… Read More ›

  • A most disturbing gap

    During their working careers women face a unique set of financial challenges, only to be faced with a second unique set of challenges when they retire. Vaster than the gender pay gap, although possibly less well publicised, is the significant… Read More ›

  • The power of the pink purse

    The size of the female economy – sometimes referred to as the ‘Sheconomy’ – is staggering. Women now represent a growth market that is twice the size of China and India combined. It is believed that women are now the… Read More ›

  • The next chapter

    The retirement life stage, whichever way you choose to structure it, can be an incredibly stressful time for those experiencing it. In the 1960s, psychiatrists Thomas Holmes and Richard Rahe developed a scaled list of 43 of the most stressful… Read More ›

  • Happy families

    Over the past three decades the role of professional planner has developed to the extent that he now fulfills the roles of mentor, guide, co-strategist and trusted advisor to the client and the client’s extended family. More and more clients… Read More ›

  • More than just maths

    Preparing one’s children for the responsibilities that come with adulthood is no easy task, especially when it comes to money management and personal finances. There is no doubt that a solid foundation in financial literacy is needed to ensure that… Read More ›

  • Growing great entrepreneurs

    Being the most educated but worst paid generation in history, Millennials are faced with some extraordinary economic challenges. Whereas the qualities of corporate loyalty, unreserved respect for authority and unquestioning obedience were guarantees of a successful career thirty years ago,… Read More ›

  • Beyond the brochure

    Retirement villages are a popular choice among retirees as they provide facilities, essential services, amenities and security within a like-minded community. However, the costs, contracts and facilities of each retirement village are often so precisely tailored to each development that… Read More ›