How the COFI Bill will transform financial advice practices in South Africa

Lizl Budhram|Published

Explore the upcoming changes introduced by the COFI Bill in South Africa, which aims to enhance market conduct regulation in financial services. This article outlines the implications for financial advisors and firms, including licensing shifts and c…

Words on wealth: Two-pot system a year on – the signs are good

Martin Hesse|Published

Explore the impact of South Africa's two-pot retirement savings system one year after its implementation. Discover how this reform is shaping employee behaviour ...

How rogue debt counsellors give the industry a bad name

Nicola Mawson|Published

Discover how rogue debt counsellors are exploiting vulnerable South Africans amidst rising debt levels. Learn about the dangers of debt counselling scams and how ...

How Sars' VAT Modernisation Project targets tax evasion

Jashwin Baijoo|Published

Sars' proposed VAT Modernisation Project aims to tackle tax evasion and improve compliance through automation and data-driven insights. This article explores the ...

Understanding your insurance excess: What you need to know before making a claim

Juan Hanekom|Published

Discover everything you need to know about insurance excess, including types, recovery options, and tips for navigating claims. Stay informed to make the best decisions ...

Why offshore investment is essential for South Africa's elite amid rising inflation

Willem Oberholzer|Published

South Africa's elite face unprecedented economic challenges, from inflation to political instability. This article explores why offshore investment is no longer ...

The hidden benefits of credit life insurance you might be paying for

Chris Coetzee|Published

Discover the often-overlooked Credit Life Insurance that could protect your finances during life's unexpected challenges. Learn how to identify if you have this ...

Raising ‘money smart’ kids in an increasingly digital world

Nasia Seyuba|Published

Discover practical strategies for parents to raise financially savvy children in a digital world. Learn how to teach kids about money management, digital safety, ...

Understanding the insurance industry: a call for transparency

David Klatzow|Published

Explore the troubling practices of the insurance industry and learn why having a competent broker is essential for protecting your interests.

How to be a proactive investor – keep abreast of corporate actions

Wendy Myers|Published

Discover how corporate actions can significantly impact your investments and learn the importance of staying informed as a proactive investor.

Prepare your finances for the holidays: essential tips for a stress-free season

Mariné van Brakel|Published

With the festive season approaching, now is the perfect time to spring clean your finances. Discover essential tips to manage your budget, prepare for unexpected ...

How Gen Z is redefining financial independence

Moipone Pitso|Published

Discover how Gen Z is reshaping financial priorities, prioritising autonomy and micro-retirements over traditional retirement plans. Learn strategies for achieving ...

8 things every testator should know about testamentary trusts

Alex Odendaal|Published

Discover the essential aspects of testamentary trusts in South Africa, including their creation, benefits, and how they can protect your beneficiaries. This guide ...

Pastor and associate sentenced for R5. 8 million Ponzi scheme in Western Cape

Dieketseng Maleke|Published

A Western Cape pastor and his associate have been convicted for orchestrating a R5. 8 million Ponzi scheme, exploiting the trust of their community. This case underscores ...

Empowering South Africans: how ETFs can transform your investment strategy

Niki Giles|Published

Explore how Exchange Traded Funds (ETFs) are revolutionising investment opportunities for South Africans during Money Smart Week 2025. Learn about their benefits, ...

Women’s digital spending rises sharply, reveals FNB report

Staff Reporter|Published

FNB's latest report reveals a remarkable increase in women's digital spending, highlighting their growing financial independence and influence in the retail economy. ...

Sars audits target high-earning expats: what you need to know for 2025

Staff Reporter|Published

Discover why high-earning South African expatriates are increasingly targeted for audits by Sars in 2025, and learn how employers can navigate the complexities of ...

Financial independence: essential planning for women during Women’s Month

Dieketseng Maleke|Published

Explore the financial challenges women face in South Africa during Women’s Month and discover expert advice on how to achieve financial empowerment and independence. ...

Words on wealth: women are realising that ‘a man is not a financial plan’

Martin Hesse|Published

Explore how women are increasingly embracing financial independence, challenging traditional norms, and taking control of their financial futures.

Empowering women: how to take control of your finances

Hayley Parry|Published

Discover how women are taking charge of their finances with practical tips and empowering insights. Learn to spring clean your financial habits and build a secure ...