Articles | Page 2 of 9 | Galileo Capital

Planning Ahead: Caring for Your Parents’ Finances When They Need You Most

By Katlego Mei, CFP ® Planning for mental incapacity is never an easy topic. It touches on ageing, loss of independence, and difficult family conversations. Yet it is one of the kindest and most practical steps you can take for an elderly parent or loved one. When planning is absent, families are often forced to[...]

By Jonathan Theunissen, CFP ® For many South Africans approaching retirement, the biggest challenge is not whether they have saved enough. It is what comes next once the payslip stops. After years — often decades — of structured routines, professional identity, and daily interaction with colleagues, stepping away from work can feel deeply unsettling. While[...]

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner For many households, the pressure is constant. Groceries cost more than they used to, school and childcare expenses rise every year, and essentials like fuel, insurance, and medical cover seem to increase all at once. Even families who have always managed their money carefully are finding that it feels[...]

By Frank Daubenton, CFP ® When parents talk about sending a child to university, the focus is usually academic. Which institution. Which degree. Which country. The financial discussion often comes later, once acceptance letters arrive and deadlines are tight. That order creates pressure. University is one of the largest financial commitments most families will ever[...]

By Katlego Mei, CFP ® Every January, financial resolutions arrive with confidence. Save more. Spend less. Invest properly. By February, many of them fade. This is not a discipline problem. It is a behaviour problem. Money decisions are emotional. They are shaped by habit, fear, optimism, and routine. Behavioural finance helps explain why good intentions[...]

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[...]

by Stienemarié Bonsma-Potgieter
Posted on October 28, 2025
in Budgeting, Financial planning, Investing

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[...]

by Katlego Mei
Posted on September 19, 2025
in Estate planning, Financial planning, Wills

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[...]

by Theo Vorster
Posted on September 17, 2025
in Business, Family Business, Succession

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[...]

by Kevin Feather
Posted on September 1, 2025
in Business, Financial planning, Uncategorized

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,[...]

Blog

Planning Ahead: Caring for Your Parents’ Finances When They Need You Most

Retirement Is More Than a Number: Navigating the Emotional Shift Away from Work

What to Do When Everything Feels Too Expensive

Which university is right for my child (and my pocket)?

Money Resolutions That Actually Stick

Gambling vs Investing: Building a Portfolio That Lasts

Spring Cleaning Your Finances: How to Get Organised Before the Year-End Rush

Don’t Leave Your Loved Ones Guessing: Why Every South African Needs a Valid Will

Succession Planning: Lessons from Family Farms and Wealth Management Firms

The Business of Advice | Challenges of Being Both Financial Planner and Business Owner

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