Featured Articles
How to Reach R10 Million by 65 Here is a Practical Guide for Every Age
For many working South Africans, the magic lump sum you need at retirement is R10 Million excluding the value of your home/cars and other assets, R10 Million in cash to Live a happy financially secure retirement. You don’t need to be rich, lucky or a financial genius...
Step-by-Step to Financial Freedom. Read this Guide to Smart Investing
You don’t need to be rich, lucky or a financial genius to become a successful investor. You just need the right mindset, a bit of patience and a solid plan. With the help of a qualified financial planner, anyone can start building real wealth and even leave something...
Markets Are Shaky and here’s why you should not be
Why patience is one of the most powerful investing tools you have We all set goals. We plan for the future, work hard, and try to make smart choices. But sometimes, when it comes to investing, the smartest choice is to do… absolutely nothing. Yes, nothing. That may...
Fund Administration Companies
Here you will find a list of the Retirement fund administrators by name. The Link in the name will direct you to the list of Funds thaey administrate.
List Of Ombudsman in SA
This is a comprehensive list of Ombudsman that cover the various areas of disputes including consumer credit, Banking and other ombudsman.
All the Banks & Branches with Home Affairs
The ability to apply for and collect a smart ID or passport at a bank branch near you is a game changer and for pensioners there are jump the queue benefits 🙂
Pensioner discounts
60 and over years old are considered pensioners in South Africa and many stores and services offer Pensioners a discount. Look at the offers.
Latest from Financial Planners
Global Diplomacy and Financial Guidance and Will Planning: The Foundations of Prosperity
As global markets continue to evolve amidst shifting geopolitical, economic, and regulatory dynamics, we believe it is vital to keep our clients informed, prepared, and strategically positioned. In this month’s newsletter, we explore the role of a professional wealth...
The $1000 hotdog and why you need to start investing today!
There’s a magical financial force so powerful, yet so sneakily subtle, that even brilliant minds struggle to grasp its full potential. It’s not flashy. It doesn’t scream for attention. But quietly and persistently, it builds empires. It’s called compounding and it...
Why patience pays & how staying invested beats market timing every time
Why patience is one of the most powerful investing tools you have We all set financial goals. We plan for the future, work hard, and try to make smart choices. But sometimes, when it comes to investing, the smartest choice is to do absolutely nothing. Yes, nothing....
Why over-contributing to your retirement fund might be the smartest money move you’re not making
Let’s face it, retirement planning isn’t always the most thrilling topic. But if you knew there was a simple way to pay less tax, protect your capital, and give your future self a serious financial boost, would you do it? Well, there is and it’s called making...
Offshore Endowments Explained: How Tax-Efficient “Wrappers” Work for South African Investors
For South African investors looking to grow their retirement savings tax-efficiently, offshore endowments (also called investment wrappers) offer a compelling solution. These structures combine investment growth with tax benefits, making them popular among...
Should You Move Your Retirement Funds Offshore? Pros and Cons for South Africans
As a retiree or someone nearing retirement in South Africa, you may be concerned about the stability of your hard-earned savings. With global economic uncertainties—such as potential Trump tariffs, fluctuating exchange rates, and local market volatility—many South...