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Thoughtful perspectives on financial planning, decision-making, and navigating complex financial lives.

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Latest Insights

The Art and Intricacy of Intergenerational Wealth Planning

Whether through successful businesses, savvy investments, or sheer hard work, ....
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Helping Your Child Settle Their Home Loan in South Africa

Helping Your Child Settle Their Home Loan: The Smart Way to Lend or Gift

Many South African parents want to help their children settle ....
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Top 10 Wealth Transfer Mistakes for Families to Avoid

Top 10 Mistakes Families Make When Planning for Wealth Transfer

Passing on wealth isn’t just about writing a will—it’s about ....
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10 year US Treasury, government bonds, risk free rate

Why the 10-Year US Treasury Matters – Even If You Live in South Africa

The 10-year US Treasury might sound like something only Wall ....
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10 costliest investment mistakes

10 Costliest Investment Mistakes (and How to Avoid Them)

We all make investment mistakes — even the smartest investors. ....
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Reduce Estate Duty with Charitable Giving, Henceforward

Give with Intention: Reduce Estate Duty and Strengthen Your Legacy Through Charitable Giving

Discover how charitable giving through your Will can reduce estate ....
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Investment Advice for Retirees

Investment Advice for Retirees: How to Turn Your Nest Egg into Lifetime, Inflation‑Beating Income

When the salary stops, the investing rulebook flips. You’re no ....
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S&P Secular Bear Market History

secular bear markets: Thinking Beyond the Playbook: Real Risks, Real Preparation

For over a decade, investors have grown used to the ....
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Best Balanced Funds for Retirees

Best Balanced Funds for Retirees in 2025: How to Invest Smarter in a Volatile World

Wondering which balanced funds are delivering the best results for ....
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Investment Returns for Retirement and Why They Matter

The Power of Investment Returns for Retirement: Why Your Required Return Matters

Investment Returns for Retirement: When planning for retirement, many investors ....
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Buying Property vs Investing in Shares: A South African Investor’s Dilemma

For many South Africans looking to build long-term wealth, the ....
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man thinking and considering advice, top fee only advisors in south africa by henceforward

Finding Top Fee-Only Financial Advisors in South Africa: Looking for Unbiased Advice and Transparent Fees?

Most financial advice in South Africa still carries hidden commission ....
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13 Key Lessons for Financial Success

20+ Years as a Financial Planner: 13 Key Lessons for Financial Success

Over the past two decades, I’ve had the privilege of ....
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he psychology of wealth and investing by Henceforward

The Psychology of Wealth and Investing: Why Smart Investors Make Bad Decisions

Most investors don't lose money from bad funds — they ....
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DIY Investing, DIY Shares, DIY Investment Portfolio

The Secrets to Successful DIY Investing: A Financial Advisors Perspective

DIY investing can be exciting, rewarding, and downright humbling. With ....
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