Thank you for your support during the year.
Best wishes for the festive season and happy new year to all.
Our offices will be closed from 25 December and re-open on 5 January 2026.
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.
From TikTok to Your Wallet: Understanding Social Media Money Trends
Social media has reshaped the way people talk about money. On platforms like TikTok, finance isn’t just spreadsheets and jargon. It’s visual, conversational, and often surprisingly relatable.
In this article, we look at three of the biggest personal finance trends on social media, their advantages, and potential pitfalls.
This Festive Season, Learn how to Talk About Money With Grace
The holiday table is a warm, traditional, and connecting place. But it can also be a pressure cooker for unspoken tensions, especially around money. A question about a new job that is meant to be nice can feel like an inquiry into your pay. A casual remark about a fancy trip can make people judge you in silence.
Read on to find out how to navigate these conversations in a way that doesn’t just keep the peace – but also improves your relationship with money.
Market Update: November Delivers Several Early Gifts for SA Investors
As we head into the holiday season, a perfect storm of economic and market developments in November provided South African investors with something they haven’t had in years: genuine reasons for optimism about the year ahead.
However, while local developments may signal SA has turned the corner, investment diversification is still called for against a backdrop of acute global uncertainty.
Have a wonderful festive season, and a
Enjoy the break!