Financial planning Archives

Merging Money: How to Successfully Combine Finances as a Couple

By Jonathan Theunissen, CFP ® Money is one of the most common sources of stress in relationships, but it doesn’t have to be. Whether you’re newly married or moving towards marriage, aligning your approach to money can create harmony, build wealth, and strengthen your relationship. While there are different ways couples can manage their finances,[...]

Without an intentional financial strategy to guide us, it’s easy to make mistakes that could harm our financial future.

by Stienemarié Bonsma-Potgieter
Posted on February 4, 2025
in Financial planning, Investing, Money Management

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner When it comes to managing money, emotions often play a bigger role than we think. Fear, excitement or even impatience can cloud our judgment and lead to poor financial decisions. Without an intentional financial strategy to guide us, it’s easy to make mistakes that could harm our financial future.[...]

Start the New Year Right: Financial Planning Tips

By Jonathan Theunissen, CFP ® The holiday season is a great time to look ahead and set the stage for a financially successful new year. Whether you’re working toward a specific investment goal or just wanting to get a better grip on your budget, why not set some time aside to take charge of your[...]

by Stienemarié Bonsma-Potgieter
Posted on November 19, 2024
in Financial planning, Money Management, Uncategorized

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner No one goes into marriage with the intention of divorcing but unfortunately it is sometimes part of life. Divorce brings forward a lot of changes, including to your financial life. Understandably this is a very difficult time but planning your financial future after divorce is essential, especially when children[...]

Smart Tips to Balance Family and Finances!

By Katlego Mei, CFP ® The sandwich generation in South Africa faces unique financial challenges, balancing the responsibilities of supporting ageing parents and raising children. This dual burden can strain financial resources and complicate long-term planning. In this article, I discuss a few tips that can help you plan optimally to address the challenges that[...]

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Have you noticed a pattern in increased spending as your income increases? This subtle increase in spending is known as lifestyle creep, and it can quickly derail your financial progress. Alongside it, tax creep occurs when higher earnings push you into a higher tax bracket, leaving you with less[...]

Crafting Your Financial Roadmap: The Key to a Lasting Legacy

By Katlego Mei, CFP ® Last week, we celebrated Financial Planning Week. It got me thinking about the importance of having a financial plan and how it has impacted my life. I most certainly have peace of mind knowing that my wife and children will be financially secure should I die; I’ve also got a[...]

Empowering Women: Overcoming Financial Challenges for a Secure Future

Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Women can face unique challenges when it comes to building their financial freedom. These challenges can affect their personal finances and investments, but by addressing them, women can take steps to improve their financial wellbeing and achieve their goals. Common Financial Challenges Many women take on the responsibility of[...]

Now that we are in a cycle of reducing inflation and consequently reducing interest rates, it is worth reviewing how inflation affects your retirement and what you can do to protect yourself from inflation in the future.

by Warren Ingram
Posted on October 1, 2024
in Investing, Money Management, Retirement

By Warren Ingram. CFP® Now that we are in a cycle of reducing inflation and consequently reducing interest rates, it is worth reviewing how inflation affects your retirement and what you can do to protect yourself from inflation in the future. How does inflation affect your retirement? When the cost of living increases rapidly, central[...]

Lasting Wealth: How to Stretch Your Retirement Savings

by Katlego Mei
Posted on September 25, 2024
in Budgeting, Financial planning, Retirement

by Katlego Mei, CFP® Making your retirement savings last longer is a concern for many retirees, especially in South Africa, where economic pressures can significantly impact financial stability. With careful planning and strategic management of your finances, you can enhance the longevity of your retirement savings. Here are several effective strategies to help you achieve[...]

Financial planning

Merging Money: How to Successfully Combine Finances as a Couple

How You Might Be Harming Your Financial Future Without Realising It

Start the New Year Right: Financial Planning Tips

Navigating Your Finances After Divorce

Smart Tips to Balance Family and Finances!

How to manage lifestyle and tax creep

Crafting Your Financial Roadmap: The Key to a Lasting Legacy

Empowering Women: Overcoming Financial Challenges for a Secure Future

Inflation And Your Retirement

Lasting Wealth: How to Stretch Your Retirement Savings

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