The festive season is just around the corner, and it’s all about spreading joy and celebrating with loved ones in South Africa and around the world. But we know it can also bring some financial stress. So, let’s talk about how you can make this special time even more enjoyable without breaking the bank. We’ve got some friendly financial tips...

So I got to thinking the other day that I haven’t thought much about retirement planning. It’s important stuff that can make a huge difference in your golden years. Imagine not having to stress about where your next meal will come from – sounds pretty awesome, right? I dug around a bit and I’ve got some tips to help you...

National Wills Week is an annual event in South Africa that gently reminds us of the importance of making a will and preparing for the future. Here, we explore some meaningful ways for you to take part: Educate yourself: National Wills Week is a great opportunity to learn more about the importance of making a will and the process of...

Filing your taxes in South Africa might seem a bit daunting, but fear not! I’ve got some easy advice to make the process smoother. Let’s dive into these helpful tips for a stress-free tax filing experience: Keep Those Records in Check: Picture this as your tax superhero cape. Keeping precise records of your earnings, expenses, and all those financial bits...

Financial security and stability are essential for achieving long-term goals and weathering unexpected financial storms. Focusing on savings and financial planning is crucial to ensure a secure and prosperous future. However, many individuals struggle to develop effective savings habits and financial strategies. In this article, we will explore the best ways to focus on savings and financial planning in South...

In South Africa, you’ve got a bunch of awesome short-term insurance options to choose from, and they all come with their own set of perks and quirks. Let’s dive in and explore: Car Insurance: The Bright Side: Get ready to hit the road with confidence! Car insurance protects your wheels from theft, accidents, and damages. It covers repairs, takes care...

Long term insurance cover is an essential part of financial planning in South Africa. It provides financial security to individuals and their families in the event of unexpected events, such as illness, disability, or death. Planning for long term insurance cover involves understanding your financial needs, researching your options, and choosing the right policy. Understand your financial needs The first...

Tax season is on the way. To make it as smooth as possible, make sure that you gather all the documentation you might need. Here are some of the key documents you should request: Review your personal information: Make sure that your personal information is up-to-date and accurate. This includes your ID number, postal address, email address, and bank account...

Now that the fiscal year in South Africa has ended, here are a few ways that your company can plan for the year ahead: Review the previous year’s performance: Take the time to review your company’s performance over the previous fiscal year. This will help you identify areas of strength and weakness and set goals for the new year. Conduct...

The World Bank has announced that the global economy is “perilously close to falling into recession” in 2023. With that in mind, you may be wondering whether you should make changes to your investment portfolio.  While we can’t tell you how to manage your investment portfolio during a volatile market, we can give you the tools to make an informed...