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The Benefits of Consolidating Investments onto Fewer Platforms

By Jonathan Theunissen, CFP® – Financial Planner The Benefits of Consolidating Investments onto Fewer Platforms In the intricate world of wealth management, the strategic consolidation of investments onto fewer platforms can offer substantial benefits, particularly for high-net-worth families and individuals. Streamlining your investment holdings not only simplifies your financial life but also enhances cost efficiency and[...]

Pot of coins acting as soil for a young plant sitting on a table.

by Katlego Mei
Posted on May 22, 2024
in Financial planning, Insurance, Money Management

By Katlego Mei, CFP® Over the years, I have realised how people enjoy discussing strategies to build and preserve wealth. It makes sense because it is a positive discussion. As people, we prefer to talk about our hopes, dreams, and aspirations. The conversation around planning for what could go wrong is often less enjoyable for[...]

By Stienemarié Bonsma-Potgieter, CFP® – Financial Planner In today’s fast-paced world, it’s easy to overlook the importance of managing our finances effectively. While many of the younger generation have no long-term financial plan, there is also a growing concern that many of us may overlook the present, focusing only on long-term, future goals. While building[...]

Retired couple enjoying financial freedom

by Jonathan Theunissen
Posted on May 9, 2024
in Financial planning, Investing, Retirement

By Jonathan Theunissen, CFP® – Financial Planner Sixty-five is the age most associated with retirement, largely because it’s when Social Security payments in the US have historically begun paying out. When President Franklin D. Roosevelt signed the Social Security Act in 1935, the average life expectancy was only about 61 years. Over the course of the[...]

By Katlego Mei, CFP® Investing appropriately is a crucial step towards securing your financial future, but it can be daunting. Nowadays, so much information is available on the internet and on social media. Our friends, neighbours, social media influencers, and family members seem to have lots of ideas about how we should invest. It’s easy[...]

by Stienemarié Bonsma-Potgieter, CFP® – Financial Planner In the world of financial planning, it’s easy to get caught up in complex strategies and big investment words. Sometimes, the simplest tool can be the most powerful. That’s where cash can play a role. In this article, we’re going to explore how cash can support you in[...]

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[...]

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,[...]

by Stienemarié Bonsma-Potgieter
Posted on March 12, 2024
in Estate planning, Financial planning, Investing

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[...]

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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The Benefits of Consolidating Investments onto Fewer Platforms

Don’t forget to Protect Your Financial Future!

Enjoy the journey to financial freedom with smart money management

What’s Your Retirement Dream?

Invest According to Your Goals, Not What Your Neighbour Says

The Power of Cash

Nurturing Financial Wellbeing: Understanding Your Financial Personality

The Real Deal on Residential Property Investment: Pros and Cons

Raising money-smart kids

Planning for Succession – A Guide for Independent Financial Advisers in South Africa

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