Estate Planning

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Building Wealth the Springbok Way: Start With the Fundamentals (Part 1)

By Frank Daubenton, CFP® When the Springboks face the All Blacks, attention often falls on the big moments. A powerful scrum, a breakaway try or a match-winning kick can define the result. Yet those moments are built on something less visible: preparation, structure and discipline. The same is true of wealth. Financial success rarely comes[...]
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Five financial lessons every woman should know at 25, 35 and 45

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[...]
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What financial planning actually means

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[...]
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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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Estate Planning for Parents

By Jonathan Theunissen, CFP ® Having a valid will is crucial, especially when minor children are involved. Without one, you lose control over the distribution of your assets upon your death, leaving the decision to be governed by law, specifically the Intestate Succession Act. This can place additional emotional and logistical burdens on your loved[...]
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