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What could a childhood board game possibly have to do with investment advice? Quite a lot, it turns out. Uncertainty has always been a feature of human history. But in recent years, the volatility has ramped up several notches. Change is everywhere, it seems, and there’s always a fresh crisis around the corner. But amid all the turmoil there is also opportunity. You just have to be prepared to land on a few snakes...For over a decade, the best you could say about South African markets wa...

Retirement has long been seen as a binary switch: you worked until 60 or 65, and then shuffled off to live off your pension.  But so much has changed. Economic shifts, increased longevity, and the “fractionalisation” of the workplace have birthed a new era: The “grey zone”. In this article, we explore why it’s time to look at retirement in a completely different way.Good news at last. Budget 2026 wasn’t just delivered on time, it also contained plenty t...

As we approach the end of the tax year, now is an ideal time to make a few strategic adjustments that can strengthen your financial position.  These steps are simple, high-impact, and designed to help you make the most of the tax incentives available to South Africans. Read on to make sure you end the tax year right.For decades, South Africans have been told to use a simple formula to figure out how much money they will need in retirement: multiply their annual expenses by 25.  But...

A new year can bring renewed motivation to take control of your finances. But vague ambitions like “I want to save more” or “I need to invest better” rarely lead to meaningful progress.  The most effective investors are the ones who set clear, realistic goals and stick to them. In this article we look at how to set SMART investment goals, to give you the best chance of success.The holidays may be over, but the spirit of giving doesn’t have to fade. For many c...

Financial planning is often thought of as merely a numbers game. But while investment returns are an extremely important part of securing a comfortable retirement, there is another kind of return that is equally important.  Some of the best returns you'll ever get can't be shown on a chart. They are the deep feelings of joy, connection, and purpose that come from being generous. Read on to find out more about the psychology of generosity.Social media has reshaped the way people talk about...