Retirement Planning Financial Advice: What Every South African Needs to Know
Retirement planning financial advice is structured guidance that helps you build enough capital before you stop working, and then draw a sustainable...
14 min readPreparing for retirement
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Articles in Preparing for retirement
Retirement Planning Calculator South Africa: How to Use One and What to Do With the Results
A retirement planning calculator for South Africa is a tool that projects whether your current savings rate, investment returns, and retirement age...
12 min read
Retirement Planning South Africa: A Plain-Language Guide to Getting It Right
Retirement planning in South Africa means putting a financial structure in place so that when you stop working, your money can carry on working for...
13 min read
How should I invest my R3.2m retirement gratuity?
Two advisors answer this reader's question.
3 min readThe Psychology Behind Your Financial Decisions
Your financial success isn’t just about how much you earn or invest it’s about how you think. This article explores the powerful link between psychology and money, and how to develop a mindset for smarter financial decisions.
6 min read
Managing Retirement Funds When You Retire at 51 but Access at 61
Retiring early at 51 but delaying access to retirement funds until 61? This strategy offers tax benefits, compound growth, and financial flexibility if managed wisely. Learn how to navigate fund transfers, income planning, and tax-efficient strategies to make the most of your “gap years”
7 min read
Sequence of Events at Retirement in South Africa
Planning to retire in South Africa? This guide breaks down exactly what happens when you retire — from accessing your fund and paying tax to choosing the right annuity for lasting income.
9 min readWant to talk about your own situation?
The articles explain the rules. A consultation applies them to your funds, your tax and your family. Tell me a little about your circumstances and I will let you know how I may be able to assist.