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Nurturing Financial Wellbeing: Understanding Your Financial Personality

By Jonathan Theunissen, CFP® – Financial Planner  In personal finance, understanding your financial personality is key to achieving both economic stability and emotional wellbeing. Each individual has a unique approach to money management, shaped by their attitudes, behaviours, and experiences. By recognizing these traits and adopting micro-actions tailored to your financial personality, you can move[...]
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The Real Deal on Residential Property Investment: Pros and Cons

By Warren Ingram, CFP® IntroductionResidential property investment is often promoted as a great way to accumulate wealth. The benefits, we are told, include passive income through rent as well as capital growth from rising house prices. In addition, there are the benefits of owning a tangible asset rather than an intangible asset like a share,[...]
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Raising money-smart kids

by Stienemarié Bonsma-Potgieter, CFP® – Financial Planner  In South Africa, only around 6% of people can retire comfortably and maintain their pre-retirement lifestyle. This is a concerning statistic. The sooner we start saving and investing, the better our retirement outcomes will be. We can also help improve the retirement statistics by not only taking control[...]
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Planning for Succession – A Guide for Independent Financial Advisers in South Africa 

By Frank Daubenton, CFP® Introduction: Succession planning is a critical aspect of any business’s long-term sustainability and growth, and independent financial advisers (IFAs) in South Africa are no exception. As these professionals navigate the complexities of the financial industry, they must also consider the future of their practices. A well-thought-out succession plan ensures the seamless transition[...]
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Unlocking financial success

By Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Saving and investing can seem like an intimidating task, especially when life is continuously throwing curveballs. There are a lot of challenges that can keep us from starting the journey to financial freedom. Let’s look at some obstacles and identify practical ways to overcome them. Common barriers to[...]
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Choosing the Right Financial Planner: Key Questions to Ask

By Jonathan Theunissen Selecting a financial planner is a crucial step toward financial security and freedom. Whether planning for retirement, managing investments, or seeking guidance on debt reduction, finding the right financial planner can make a significant difference in achieving your financial goals. In this article, I explore how to choose a financial planner and[...]
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Beyond Borders: The Why and How to Invest Offshore

By Anna Mabote (Portfolio Management Support at Galileo Asset Managers) Contrary to popular belief, investing in offshore markets is not exclusively reserved for the wealthy. Today’s world of economic globalization and interconnectedness has made it possible for anyone to invest in offshore markets and optimize the returns on their investment portfolio. Considering that South Africa[...]
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Budgeting Strategies for Financial Freedom

by Jonathan Theunissen, CFP® Budgeting is the cornerstone of financial success and a powerful tool for achieving financial freedom. It’s not about restricting your spending; instead, it’s about making conscious choices and allocating your resources to align with your goals. In this article, we’ll explore ten tips and techniques for effective budgeting that can help[...]
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