NBC Provident Fund: How to Log In, Check Balance & Submit Claims
The NBC Provident Fund is a compulsory retirement savings fund for employees in South Africa's National Bargaining Council industries. If you're an NBC...
13 min readMoney Blog
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Latest articles
Unit Trusts in South Africa: A Beginner's Complete Guide
How unit trusts work in South Africa, what they cost, how they're taxed, and how to use them in your retirement plan. Plain-language guide for beginners. Updated 2025.
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How to Check Your Provident Fund Balance Online in South Africa
Check your provident fund balance in South Africa via member portal, USSD, or annual statement. Covers Two-Pot components, GEPF, and what to do next.
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Provident Fund South Africa: Complete Guide for 2026
A provident fund is a workplace retirement savings vehicle regulated under the Pension Funds Act and overseen by the Financial Sector Conduct Authority...
16 min read
Calculate Your Annuity Income Estimate
An estimate annuity calculator is a tool that takes your retirement capital, your age, and a set of assumptions about investment returns and income...
13 min read
Should You Invest in Stanlib Offshore Unit Trusts?
Stanlib offshore unit trusts give South African investors access to global markets without the administrative burden of building a foreign portfolio...
12 min read
What Are Annuity
An annuity is a financial product that converts your retirement savings into a regular income, paid monthly, for either a fixed period or the rest of...
12 min read
Why Use Currency Diversification ETFs
The short answer: a currency diversification ETF gives you exposure to assets priced in dollars, euros, and other foreign currencies, reducing your...
13 min read
Retirement Planning for Financial Planners
Retirement planning for financial planners is the structured process of guiding clients through every stage of their financial lives, from first...
14 min read
Annuity What Is: A Plain-Language Guide for South Africans
An annuity converts a lump sum of retirement savings into a regular monthly income. You hand over capital to an insurer or investment platform, and in...
12 min read
Build a Portfolio Diversification Strategy
A portfolio diversification strategy is a deliberate approach to spreading your investments across different asset classes, geographies, sectors, and...
13 min read
Retirement Planning Tools: A South African Guide
Retirement planning tools are calculators, comparison frameworks, tax checklists, and modelling software that help you estimate how much you need to...
13 min readWant to talk about your own situation?
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