Your dose of financial wellness

July 22, 2019
Running on empty – is it time to fill up your tank?
Are you the type of person who puts in a little petrol here, a little petrol there, or enough to last you the week based on calculations you’ve done of what you need, or are you someone who fills your tank up every time you visit the garage?
July 15, 2019
Three reasons why you need an emergency fund
There are always bills to pay and money needed for something or another, and few things seem as boring and unnecessary than an emergency fund. While you can enjoy the rewards of spending on, say, a good winter coat, or can see the benefits of saving for something like university for the kids, emergency funds are, by nature, never seen.
July 8, 2019
Tips for a less taxing tax season
‘Tax season’ elicits in most people the kind of shudder you’d imagine ‘open season’ to elicit in hunted animals. We all hate doing our taxes and, because of this, we often postpone the inevitable, sometimes with horrible consequences like penalties and waiting hours at SARS.
July 1, 2019
Soil is not enough – what does it mean to be truly rich?
Last month we talked about interest rate risk – the risk of your investment devaluing and you losing money due to changes in interest rate. In a sense, this is about an investment’s possibility of flailing due to macroeconomic conditions. This month, we’re going to look at credit risk.
June 24, 2019
5 ways to keep you and your money warm this winter
It’s a cold world out there this June. As the thermometer temperature drops, the price of fuel and cost of living keep rising… but it’s not all doom and gloom.
June 17, 2019
Taking an interest in interest rate risk
Education around the basics of wealth creation and preservation is like a good, solid diet packed with healthy food staples, it can help you enjoy healthy finances for years and create a strong foundation for building your future.
June 10, 2019
A shout out to dads
It’s Father’s Day time, and we would like to honour the men, and the women too, who have been parents to us. Our dads. … And by ‘Dad’ we don’t necessarily mean our fathers. Ever seen the Omo Father’s Day advert that went viral on YouTube? It showed a little boy reading a Father’s Day card, with all the important things dads do listed in it like providing financially and teaching right from wrong, to his grandmother. She was his ‘Dad’.
June 3, 2019
The retirement you know will be gone by the time you retire
One of the most important reasons to save throughout our working life remains retirement. It’s shocking how few people afford themselves the ability to live with dignity and independence, without sacrificing a huge drop in standard of living.
May 27, 2019
Delicious savings – how to eat for a week on four meals
With tough economic times all around, a lot of us are trying to cut unnecessary expenses. Be that as it […]
Book a call