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Financial planning

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How to Make Everyone in the Household Feel Secure About the Family Money Plan

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner In many households, one parent manages the finances. One pays the bills, monitors the accounts, and makes most of the decisions, while the other keeps the household running. Often that second parent has stepped back from paid work to raise children, or may simply not feel equipped or confident[...]
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Retirement Is More Than a Number: Navigating the Emotional Shift Away from Work

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[...]
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Money Resolutions That Actually Stick

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[...]
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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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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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