Category Archives: Financial planning

Leaving a Legacy: The Importance of Wills and Estate Planning During Heritage Month

Leaving a Legacy: The Importance of Wills and Estate Planning During Heritage Month

As we celebrate Heritage Month, we reflect on the rich cultural tapestry that makes us who we are. Our heritage is more than just traditions and stories – it’s the values we hold dear, the lessons we’ve learned, and the legacy we leave behind for future generations. But how do you ensure that your legacy […]

Maximise Your Finances in late 2024

How to Make the Best of the Last Half of 2024 Financially

The Power of Compound Interest: How to Make Your Money Work for You Welcome to the second half of 2024! As we enter the latter part of the year, it’s the perfect time to review your financial goals and make strategic moves to maximise your financial growth. Whether you’re looking to boost your savings, invest […]

Navigating Financial Wellness: Understanding Credit Scores and Managing Debt

Understanding Credit Scores and Managing Debt

Welcome, esteemed readers, to a journey toward financial mastery! In this comprehensive guide, we shall embark on a quest to unravel the mysteries of two paramount pillars of financial health: understanding credit scores and managing debt. Whether you’re just starting your financial journey or seeking to enhance your existing knowledge, this guide is designed to […]

5 Essential Financial Concepts Monarchs Should Know

5 Essential Financial Concepts Every Monarch Should Know in South Africa

  In today’s dynamic financial landscape, possessing financial literacy is paramount for success. Yet, many individuals in South Africa lack the basic knowledge needed to make informed financial decisions. Whether you’re a seasoned investor or just embarking on your financial journey, mastering these essential concepts can pave the way to financial prosperity and stability fit […]

Reigning Supreme: Join the Queens of Cashflow

In the ever-evolving world of finance, where numbers and charts often reign, there emerges a new force ready to redefine the game—introducing the bold and visionary team, the “Queens of Cashflow!” Unveiling the Queens Picture a team that’s not just about numbers but about empowerment, not just about charts but about guiding you on a […]

Financial Goals and Tips for 2024

Mastering the Cashflow Kingdom: Financial Goals and Tips for 2024

As we stand at the threshold of a new year, the allure of financial success beckons us forward. Navigating the waters of wealth creation requires strategic planning and expert guidance. In this blog post, we’ll explore essential financial goals and tips for 2024, drawing inspiration from the sagacious advice of both the Kings and Queens […]

Festive Finances

Festive Finances: How to Prepare for the Holiday Season

The festive season is just around the corner, and it’s a time for joy, celebration, and, of course, spending. From gifts to decorations and delicious feasts, the holiday season can put a strain on your finances if you’re not adequately prepared. But fear not, because we’re here to help you navigate the financial maze of […]

What is personal financial planning and why is it important?

It’s Financial Planning Week, a time when financial literacy takes centre stage, and the path to financial well-being becomes clearer than ever before. Since its launch in 2009 as a crucial component of Financial Literacy Month (November), Financial Planning Week has grown into an annual event that emphasises the importance of financial planning. Its aim […]

Checklist for meeting with your financial advisor

Checklist for meeting with your financial advisor

It is important, when meeting with your financial advisor, to come prepared. The more information you bring, the better your advisor will be able to assist. A more efficient meeting means more time to discuss the financial matters important to you. Use this checklist and come prepared for your next meeting. Have the right documents […]

financial planning for 2023

Financial Planning And Preparation For The 2023 Market

It is not possible to accurately predict the exact nature of the coming financial year. There are however factors to consider when planning for the financial market. The past year has seen a particularly volatile economic year with rising inflation, spurred on by global events, at the centre of attention. There is uncertainty that things […]