financial planning

You, me & money

Unsurprisingly, money trouble is one of the leading causes of divorce worldwide. In fact, here at home the latest Stats SA figures show that 44.4% of divorces were in respect of couples whose marriages lasted less than a decade. Finding… Read More ›

It matters how you’re married

In the build-up to nuptials, many couples make the unfortunate mistake of not drafting an ante-nuptial contract before taking their vows. In the excitement of planning a future together, it is understandable that many couples avoid talking about how their… Read More ›

Winter is coming

Having been promised in May 2016 that South Africans will never again experience load shedding, many of us were caught off-guard when rolling blackouts struck last month. Escalating from stage 1 to stage 4 at lightning speed caught us equally… Read More ›

When life happens

It is an unfortunate misconception that the best time to find a financial adviser is once you have accumulated your wealth and are contemplating retirement. In fact, nothing could be further from the truth. Almost every significant life event has… 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 ›

Cause for concern

In tough economic times, those in already-tenuous financial positions can experience heightened anxiety which in turn can intensify financial tension between couples and other members of the family. Whilst most people tend to worry about money from time-to-time, there are… Read More ›