Resources
A resources page that includes helpful financial planning and investment articles, blog posts, and other educational materials.
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The One File Your Family Will Be Grateful You Prepared
By Elize Louw – Head of Estate Administration Updated 6 May 2026 No one likes thinking about it, but having a Deceased File in place — complete with a thorough deceased...
Financial Lessons for a Lifetime: How to Build Wealth Through Smart Habits
By Sonja Botha – Certified Financial Planner Updated 26 March 2026 Managing money wisely is not just about numbers — it is, in fact, about values, habits, and discipline. Beyond...
Who Really “Owns” the Property? Understanding Usufruct, Usus and Habitatio
By Elize Louw – Head of Estate Administration Updated 16 March 2026 When planning an estate, many people want to ensure that someone can continue living in or benefiting...
Iran War Impact: What South African Investors Need to Know About Oil Prices, the Rand, and Global Markets
By André Lubbe – Certified Financial Planner Updated 16 March 2026 Geopolitical conflicts can shake financial markets overnight. The recent escalation in the Operation Epic Fury...
Good News for Taxpayers: 8 Key Takeaways from the 2026 South African Budget
By Marschant Probart – Certified Financial Planner Updated 13 March 2026 South Africa’s latest Budget Speech brought some surprisingly positive updates for taxpayers and...
The Effect of Marriage Regimes on Your Estate in South Africa
By Elize Louw – Head of Estate Administration Updated 12 January 2026 Choosing a marriage regime is one of the most important financial and legal decisions you will ever...