financial planninglatest news & developments
Leigh Kohler, Head: INN8 Invest.

Why DFMs are the new competitive advantage for South African advisers

Access to institutionalised portfolio structuring has become financial advisers’ new fund selection

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Living vs guaranteed life annuity: which is the better pick? 

How to choose the right annuity

The busy woman’s guide to building generational wealth

Why automating your finances beats mastering them

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South Africa scores just 50/100 on being ready for what happens after a death

Capital Legacy has launched South Africa’s first Estate Readiness Index™.

Selling your business: it starts with a wealth plan

Selling your business is a defining moment. Learn how to convert years of effort into enduring family capital with a solid wealth plan

SIMON BROWN: Number-crunching for an ETF under construction

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.

How the household’s CFO can make her life simpler

Simplify your finances: how household CFOs can make life easier.

Decision fatigue is costing women more than time

Discover practical strategies to simplify financial planning and build wealth

Financial balancing act. Rawpixel/Currency

The cover that protects your biggest asset – your pay

Advisers say income protection is vital yet neglected. Here’s what it costs, how claims work and the mistakes to avoid

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Essential money talks before tying the knot

Couples who avoid frank money conversations before marriage risk conflict, financial strain and a higher chance of divorce later on

Emergency savings. Rawpixel/Currency collage

Emergency savings: the boring habit that pays off

Research shows 87% of South Africans lack adequate emergency savings. Building a cash buffer may be your most important financial goal

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Divorce: the costliest mistakes made in battle

Divorce often destroys wealth through emotion, conflict and poor structuring. These can leave both sides worse off

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Start investing before you’re ready

With investing, uncertainty never disappears. But waiting for the right time is an even bigger risk

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Making new money habits stick

If you want to set goals that actually work, you need more than motivation and good intentions. You need a SMART framework

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Retirement dreams, real numbers: are you truly prepared?

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

Piggy bank investing

How to start saving on any salary

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