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Articles written by financial advisors.

Tax-smart with retirement annuities: Excess contributions calculation

Exploring how disallowed contributions can be an important tool in retirement planning.

WATCH: Tax saving strategies at retirement – Part 2

A look at a strategy that involves using discretionary and compulsory funds.

Why you shouldn’t rush to compete in one of the most dangerous sports in the world

What if I told you lawn bowls could be one of the deadliest sports? Of course, that’s just tongue in cheek! While lawn bowls itself isn’t dangerous, it serves as a metaphor for the importance of planning in retirement. Many retirees face significant risks if their financial future isn’t secure.

A hard or soft landing?

And what will either landing mean for your portfolio?

A contemporary approach to retirement planning

The retirement funding landscape has become considerably more complex, and longer life expectancy has made planning for an extended retirement period more challenging.

Tax-smart with retirement annuities: Deduction calculation

A look at how this deduction can be seen as a sponsorship from government, and how crucial it is to your accumulation phase before retirement.

Two-pot retirement system demystified

It is still difficult for the man on the street to decipher exactly how this will affect them. 

WATCH: The risk that could destroy your life savings

A look into the world of financial fraud, uncovering the tactics used by scammers and practical tips to help you safeguard your finances.

Divorce and your finances: Key factors to consider

The financial implications of divorce are devastating and often result in both partners having to lower their standards of living post-divorce.

Budgeting strategies for financial freedom

Budgeting is not a restriction but a liberation.

Highway to riches?

Investors and drivers often focus on matters that they have very little control over.

The importance of beneficiaries for investments

Nominating beneficiaries protects your wealth and its succession planning.

The supposed fall of the Western order

Total US debt now stands at almost $34trn. That’s a mind-boggling number.

Selecting the right medical aid: Essential factors to guide your decision

The vast array of options can be overwhelming, especially since making direct comparisons isn't always straightforward.

I know exactly where the market is going …

… But does it matter?

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