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How to Create Wealth in an Uncertain World
Creating wealth is a long-term process that requires patience, resilience and a strong strategy that can weather the global investment...
May 29, 20172 min read


Keep Calm and Carry On
When it comes to investments, it’s important to stay focused on the bigger picture – even though the effect of recent political events in...
May 22, 20172 min read


Keep your Retirement Options Open
It’s never too early to start planning for your retirement, and help is at hand if saving for the future ever feels confusing or...
May 15, 20172 min read


Rich for distress
In the aftermath of South Africa’s downgrade to junk status by two major ratings agencies, it is feared that the country will begin a...
May 8, 20172 min read


How to Reduce Estate Costs
A death is often a traumatic enough event, without the added burden of dealing with estate matters. Unfortunately, many people...
May 1, 20172 min read


The Value of Good Advice
Positive steps to regulate and improve the conduct and professionalism of the financial planning industry have been made over the past...
Apr 24, 20172 min read


Living Annuities for Retirement Planning
One sneaky fact about retirement, that many of us often overlook, is that it arrives faster than we expect! Essentially, we are never too...
Apr 17, 20173 min read


Junk Status – A Fallen Angel
The South African landscape of junk status is looking rocky and, in a time like this, it is important to stay informed about what is...
Apr 10, 20174 min read


Do High School Fees Equal High Quality Education?
In a land of inequality, education has a greater value than ever before and it can pave the path of success for children. However, many...
Apr 3, 20172 min read


Financial Advice Fees & RDR
Over the past year or so the financial planning industry has been positioning for significant reform and regulation around fees for...
Mar 20, 20172 min read


Budget 2017 – A quick precis
The Budget for 2017 has been presented to parliament and is awaiting final approval, but if all goes through as planned, here are some...
Feb 27, 20172 min read


Should you have a tax free savings account?
In an article recently published on Moneyweb Today (by Paul Leonard, CFP, Regional Head, Citadel), several points were made that...
Feb 13, 20172 min read
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