Financial planning Archives

Five financial lessons every woman should know at 25, 35 and 45

by Stienemarié Bonsma-Potgieter
Posted on August 17, 2026
in Financial planning, Investing, Uncategorized

Stienemarié Bonsma-Potgieter, CFP® Most women can identify at least one financial lesson they wish they had learned earlier. It may be the value of investing from the first salary. It may be the importance of understanding household finances. For others, it is realising too late that a will, an emergency fund and a retirement plan[...]

By Katlego Mei, CFP ® Before the 2026 FIFA World Cup final, many people believed Argentina would win. They had the reputation, the experience, and the weight of public expectation behind them. Yet Spain lifted the trophy. That result offers a useful lesson for investors: confidence is not certainty. Investment decisions often follow the same[...]

by Katlego Mei
Posted on August 4, 2026
in Financial planning, Retirement, Tax Planning

By Katlego Mei, CFP ® Tax season can feel complicated in retirement, especially when your income comes from several sources. A careful review before submitting your return can help you avoid delays, reduce the risk of an incorrect assessment, and make sure you do not pay more tax than necessary. For South African retirees, the[...]

By Frank Daubenton, CFP ® Most people will spend weeks planning a holiday. They compare destinations, read reviews, consider risks, evaluate costs and think carefully about the experience they want. Flights are researched, accommodation is scrutinised and alternatives are weighed up. The decision-making process is often deliberate because the outcome feels immediate and tangible. Yet[...]

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Many people hear the words “financial planning” and immediately think of investments. They picture unit trusts, retirement funds, market performance and charts showing whether their money has grown. Investments are part of financial planning, but they are only one part. Real financial planning is about connecting your money to[...]

By Katlego Mei, CFP ® Most people have a few money tasks they keep pushing aside. Updating a will. Checking beneficiary details. Reviewing insurance cover. Paying down the credit card. These tasks often feel boring, uncomfortable, or easy to delay. So we say, “I’ll fix it later.” The problem is that “later” can become expensive.[...]

By Jonathan Theunissen, CFP ® The other morning, I noticed something that stuck with me. A group of dads cycling with their kids to school. Every child wearing a helmet. Not a single dad was. It’s a small thing. Almost unremarkable. But it says a lot. The kids are protected. The risk is acknowledged. The[...]

By Katlego Mei, CFP ® Divorce is rarely just an emotional or legal event; it’s also a major financial reset. Overnight, one household becomes two and long‑term plans like retirement, buying a home, or funding children’s education can suddenly feel out of reach. The good news is that with a clear, structured approach, it’s possible[...]

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Starting to invest is one of the most important financial decisions a person can make, yet it is often delayed for too long. Many people wait because they want the timing to feel right. They hope markets will settle, uncertainty will ease, and a clearer moment to begin will[...]

By Katlego Mei, CFP ® Many people think a good investment strategy is only about growth. They focus on returns, market performance, and picking the right products. That matters. But there is another part of investing that deserves just as much attention: liquidity. Liquidity simply means having access to money when you need it. It[...]

Financial planning

Five financial lessons every woman should know at 25, 35 and 45

What the World Cup Final Can Teach Us About Investment Decisions

Before You File: A Tax Checklist for South African Retirees

Why Investors Spend More Time Choosing Holidays Than Structuring Wealth

What financial planning actually means

Rethinking the Financial Habits We Keep Putting Off

Why Some Wear Helmets and Others Don’t: What It Says About How We Approach Money

Rebuilding after a divorce: A practical personal‑finance reset

The Power of Phasing In Capital When You Start Investing

Why Liquidity Matters at Every Stage of Life

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