Articles

As tax season continues, cybercriminals are actively targeting South Africans with convincing SARS-themed phishing emails, SMS messages, and fake websites. These scams are designed to steal personal information, banking details,

For many years, retirement planning has been built around a familiar milestone: reach age 65, stop working, and begin drawing an income from what you have saved. But for today’s

When it comes to financial planning, many South Africans focus on investments, insurance, and retirement, yet overlook one of the most important documents of all: a valid Will. The Reality

A Critical Issue Facing South Africans South Africa is currently facing one of the most significant challenges in financial planning, the growing insurance protection gap. This gap, estimated at approximately

The South African Revenue Service (SARS) has confirmed the framework for the 2026 tax filing season, introducing a more streamlined, data‑driven process that continues to shift the burden away from

A new and highly sophisticated scam is emerging across South Africa, targeting unsuspecting vehicle owners through deception rather than force. Unlike traditional hijackings, this scheme relies on urgency and trust—often

The world of financial scams has evolved rapidly, and unfortunately, so have the tactics used by fraudsters. What was once easy to spot, like poorly written emails, suspicious offers or

Adapted from an article by JP du Plessis- Methodical Investment Management. “It looks increasingly likely that the South African Reserve Bank will raise interest rates when the Monetary policy Committee

Year in and year out, the world seemingly stumbles from one crisis event to the next. If daily market commentary is to be believed, investors could easily feel anxious about