Resources
A resources page that includes helpful financial planning and investment articles, blog posts, and other educational materials.
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Blogs
The Country Your Portfolio Is Priced For No Longer Exists
André Lubbe – Certified Financial Planner Updated 23 Sept 2026 There is a version of South Africa that still lives in the minds of many investors — and, more importantly, in the...
The Six Questions That Keep Investors Awake at Night
By Sonja Botha – Certified Financial Planner Updated 8 September 2026 In a world shaped by artificial intelligence, shifting interest rate expectations, geopolitical uncertainty...
Living Will South Africa: Everything You Need to Know
By Elize Louw – Head of Estate Administration Updated 7 September 2026 Planning for future healthcare decisions is an important part of responsible personal and estate...
Property vs Shares in South Africa: Which Is the Smarter Long-Term Investment?
By Marschant Probart – Certified Financial Planner Updated 14 Aug 2026 For many South Africans, property has long been viewed as the default path to building wealth. Ask somebody...
The 45% Tax Trap: Why High Earners Are Silently Destroying Retirement Wealth Under South Africa’s Two-Pot System
By André Lubbe – Certified Financial Planner Updated 9 June 2026 South Africa's Two-Pot Retirement System is no longer a new concept — it is now an entrenched financial reality....
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...




