Access to institutionalised portfolio structuring has become financial advisers’ new fund selection
How to choose the right annuity
Why automating your finances beats mastering them
Capital Legacy has launched South Africa’s first Estate Readiness Index™.
Selling your business is a defining moment. Learn how to convert years of effort into enduring family capital with a solid wealth plan
An investment expert shares lessons on building an ETF portfolio, challenging common assumptions about the number of funds and the role of income and specific market exposures.
Simplify your finances: how household CFOs can make life easier.
Discover practical strategies to simplify financial planning and build wealth
Advisers say income protection is vital yet neglected. Here’s what it costs, how claims work and the mistakes to avoid
Couples who avoid frank money conversations before marriage risk conflict, financial strain and a higher chance of divorce later on
Research shows 87% of South Africans lack adequate emergency savings. Building a cash buffer may be your most important financial goal
Divorce often destroys wealth through emotion, conflict and poor structuring. These can leave both sides worse off
With investing, uncertainty never disappears. But waiting for the right time is an even bigger risk
If you want to set goals that actually work, you need more than motivation and good intentions. You need a SMART framework
Only 6% of South Africans are on track for retirement. The question is no longer when you’ll retire, but how. That’s something you can shape
A financial planner admits he didn’t follow his own advice – until debt hit. Now he shares the lesson he really learnt: think why, not how