Resources
A resources page that includes helpful financial planning and investment articles, blog posts, and other educational materials.
Invest • Grow • Prosper
Affluence Capital Documents
Blogs
Understanding Tax on Investments in South Africa – And How to Legally Beat It
By André Lubbe - Certified Financial Planner Updated 25 July 2025 Discover how South African investors can reduce or eliminate taxes on investments using Tax-Free Savings...
How Inflation Affects Investment Growth – And 5 Strategies to Protect Your Portfolio in South Africa
By Morné de Beer – Director/Financial PlannerUpdated 23 July 2025In the ever-evolving landscape of global finance, few forces influence your wealth as significantly—or as...
7 Biggest Investment Mistakes Investors Make After Age 40
By Jack Probart – CEO/Certified Financial PlannerUpdated 11 July 2025 “Wealth Beyond Returns” Avoiding common investment mistakes after age 40 is essential to preserve...
3 Costly Mistakes You’re Making with Your Tax-Free Investment (TFI)
By Marschant Probart – Certified Financial PlannerUpdated 14 July 2025Avoid these 3 common Tax-Free Investment (TFI) mistakes that could cost you thousands in lost growth. Learn...
A Family Affair: Estate Planning for Families Living Across Borders
By Elize Louw – Head of Estate Administration Updated 11 July 2025 As more South African families spread across continents, estate planning becomes increasingly complex. Without...
What Happens to a Living Annuity When You Die?
By André Lubbe - Certified Financial PlannerUpdated 2 July 2025 A complete guide for beneficiaries on what happens to a living annuity after death, including payout options, tax...