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Gambling vs Investing: Building a Portfolio That Lasts

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner When it comes to money, few words spark as much debate as “risk.” Some people treat the share market like a casino. Others avoid investing altogether for fear of losing what they’ve worked hard to save. The truth sits somewhere in the middle. Understanding the difference between gambling and[...]
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Spring Cleaning Your Finances: How to Get Organised Before the Year-End Rush

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Spring is the season of fresh starts. Just as you might clear out cupboards or tidy the garden, it’s the perfect time to give your finances the same attention. A financial spring clean helps you see where you stand, fix what’s out of order, and set up good habits[...]
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Don’t Leave Your Loved Ones Guessing: Why Every South African Needs a Valid Will

Dying without a valid will in South Africa can lead to serious financial and emotionalchallenges for your loved ones, making it crucial to have a properly drafted will inPlace. When someone passes away without a valid will, the distribution of theirestate is governed by the Intestate Succession Act. This means the estate will bedivided according[...]
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Succession Planning: Lessons from Family Farms and Wealth Management Firms

By Theo Vorster – Co-founder and CEO of Galileo Capital Over the past three years, I have facilitated more than 20 family farming workshops across the country, organized by Landbouweekblad and sponsored by Allan Gray. Hosted by Galileo Capital, these workshops attracted approximately 2,500 delegates, primarily family members involved in commercial family farms. Reflecting on[...]
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The Business of Advice | Challenges of Being Both Financial Planner and Business Owner

By Kevin Feather, Head: Galileo Financial Planning In the world of personal finance, few roles are as demanding or as rewarding as those of a financial planner. But when the planner also assumes the role of a business owner, the complexity multiplies. Balancing client service with business management requires a unique blend of technical expertise,[...]
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Money and independence: Why every woman needs her own financial plan

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Financial independence is a cornerstone of personal freedom. For women, this is especially important. Too often, financial planning gets delayed or left in someone else’s hands. The reality is that every woman needs her own unique plan. A financial plan is more than a savings account or a retirement[...]
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A Product, a Portfolio and a Plan

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner When it comes to investing, the terms “product,” “portfolio,” and “plan” are often used interchangeably. They are however not the same thing. Understanding the differences between these concepts can help you make better decisions about your financial future. What Is an Investment Product? An investment product is a vehicle[...]
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When Different Money Backgrounds Collide 

By Jonathan Theunissen, CFP ® Understanding the emotional side of finances and how couples can find common ground.  Money is never just about numbers. It’s about security, freedom, self-worth, and even identity. This is why, in many relationships, money can become a source of misunderstanding or conflict, especially when two people come from very different[...]
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Invest in Preparedness, Not Prediction

by Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Many people find themselves thinking about common questions regarding the financial landscape and how it affects their investment portfolio. What can we expect from the markets this year? Will the Rand strengthen or weaken? How will interest rates move? Additionally, with significant global events, such as the potential[...]
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