We are pleased to present below all posts tagged with 'financial planning'. If you still can't find what you are looking for, try using the search box.
While many people may not give taxes much thought until it's time to file their returns, taking a proactive approach to tax planning can help you save money and make the most of your investments.
Inflation is a critical economic concept that affects everyone, whether they realize it or not. In South Africa, inflation has been a constant feature of the economy for decades, and it can have significant implications for your financial plans.
As we enter the new year, our financial advisors believe that it's important to take a moment to reflect on our financial goals and plan to achieve them.
It’s no secret that there are tremendous costs that come with raising a child but there are ways that you can prepare, ensuring you give your children the opportunities they deserve. Knowing what expenses to expect is the first step and in this article, we discuss some of these expenses.
One of the biggest enemies of financial security is debt and everyone should endeavour to be debt free, especially before retiring. We share tips on how to be debt free before retirement, so you can spend your savings on living a happy, comfortable life rather than on clearing your name.
Business insurance is important for all business owners, regardless of the size of your business. Whether you are running a small, family-owned business or a large corporation, the risk of financial loss is equally great and can be devastating.
Insuring your home is the most important thing you can do as a homeowner. This will protect you against major financial loss in the event of something happening to your home. We must first understand that anything is possible, and nobody is immune to natural disasters, crime, or other unforeseen events.
The purpose of insurance is to protect you from huge financial pressures as a result of some kind of loss. It could be loss of a loved one, your job, your physical abilities, your car, or your house. Either way, losing one or more of these things can incur tremendous costs.
When financial plans focus on a client’s personal goals instead of arbitrary benchmarks, it creates motivation and satisfaction. For these reasons, and because many investors appreciate the level of personalisation of goals-based financial planning, this approach is gaining popularity.
Goal setting is something we learn about in school and most people find the concept quite boring. However, when it comes to your personal finances, goal setting is one of the most important and useful activities you can do.
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