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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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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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When Different Money Backgrounds Collide 

By Jonathan Theunissen, CFP ® Understanding the emotional side of finances and how couples can find common ground.  Money is never just about numbers. It’s about security, freedom, self-worth, and even identity. This is why, in many relationships, money can become a source of misunderstanding or conflict, especially when two people come from very different[...]
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Invest in Preparedness, Not Prediction

by Stienemarié Bonsma-Potgieter, CFP® – Financial Planner Many people find themselves thinking about common questions regarding the financial landscape and how it affects their investment portfolio. What can we expect from the markets this year? Will the Rand strengthen or weaken? How will interest rates move? Additionally, with significant global events, such as the potential[...]
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Why Investment Contributions matter more than Returns

By Jonathan Theunissen, CFP ® When clients think about building wealth through investing, one of the first questions they ask is: “What return can I expect?” But here’s the truth that decades of research has shown: consistent contributions – your behaviour – matter more than investment returns over the long run. This isn’t just theory.[...]
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Home Sweet Home: A Guide to Buying Smart and Living Well

By Katlego Mei, CFP ® Purchasing a home is an exciting milestone, but it can also feel overwhelming. To help you navigate this journey, let’s break down key factors to consider, both financially and beyond. The Budget Start by determining how much you can realistically afford. Review your income, expenses, and any existing debts. Remember[...]
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Your First Salary: Setting Yourself Up for Financial Success from Day One

By Jonathan Theunissen, CFP ® Earning your first salary is an exciting milestone, but it also comes with important financial responsibilities. How you manage your money from the start can set the foundation for long-term financial success. Here’s how you can maximize your first salary and build a strong financial future. Understand Your Payslip Before[...]
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