Financial Planning

New approach integrates personalised advisory teams, digital tools, and family-centric planning, delivering tailored solutions across global investments, wealth management, and legacy building.

Hands up if you’re tossing and turning, constantly worrying about balancing your bond, bills, school fees, and other expenses while trying to chip away at your debt. You’re not alone! Did you know this financial stress and anxiety might actually be making you sick?

The Efficient Group is taking its team on the road to explore South Africa, bringing the message that financial well-being is within reach.

Elke Brink of PSG Wealth details the intricate world of wealth management for the super-wealthy, how they can navigate their challenges, and the lessons we can learn from them.

There are three options, with one being preferable …

And will I be able to access the money as cash before I buy an annuity?

Here's why paying off your car loan may be the best choice – and how to strategise after that.

Knowing what your ideal retirement looks like is the first step, then consider the following elements and tips …

It may be better to leave the bond on the investment property intact and pay down the bond on your new home. Here's why …

Any interest earned above the annual exclusion will be taxed at your marginal tax rate, which can mean a high tax bill and may warrant a change to this strategy …

Eric Jordaan of Crue Invest provides a comprehensive guide on separating your financial affairs, covering everything from personal financial planning to succession planning, ensuring you're well-prepared for your new journey.

Transferring funds directly from one retirement fund to another is typically the most tax-efficient method, but there are various options.

The legislation goes live on 1 September, but funds may not be able to pay out on that date as 'several steps need to be implemented first'.

Eric Jordaan of Crue Invest explains why your will may not dictate the fate of all your assets and unravels the intricacies of investment distribution after death.