If you want to achieve things in your life, don’t set goals; set rules. I came across this concept in the book Clear Thinking – Turning Ordinary Moments into Extraordinary Results. The author, Shane Parrish, is the founder of the Farman Street blog...
National Treasury has for now abandoned its highly contested proposal to remove the tax exemption for foreign pensions applied to South African tax residents. This follows a robust public participation process where several role players warned of...
I am joined by Lee Hancox, Head of Channel and Segment Marketing at SanlamConnect, and behavioural scientist Kele Boakgomo, CEO of Yugrow, to chat about the rather interesting findings of the 2025 Sanlam Financial Confidence Index. According to the...
Wayne Lurie, head of the South African Responsible Online Gambling Association, takes a close look at National Treasury’s proposed national gambling tax, and explains in detail why it makes no sense under the current legislative framework. On 25...
Jenny Gordon, Head: Technical Advice at Alexforbes, explains the rules around your South African retirement savings when you emigrate. South Africans are a mobile nation. Many people build their careers abroad or decide to relocate permanently for...
In recent weeks, a number of taxpayers have reported receiving “final demand” letters that appear to come from the South African Revenue Service (SARS). While some of these are legitimate notices requiring urgent attention, others are fraudulent...
In this episode of the My Money, My Lifestyle podcast, I facilitated a spirited debate between financial planners Henri le Grange and Ben Nel about the complexities of choosing the right insurance cover. What I learnt from the discussion is that...
Adriaan Pask, CIO at PSG Wealth, considers the major areas of concern in a volatile global investment landscape – and how investors should approach them. With global economic shifts unfolding rapidly, investors often find it difficult to...
As we wrap up the second season of our Money Bootcamp, it’s incredible to reflect on the transformative journey we’ve witnessed over the past six months. What started as a group of individuals struggling with various financial challenges has...
The retail marketing machinery is in full swing with the start of Black Friday and the festive season, as we face an onslaught of messaging to make us spend, spend, spend. Every year, it feels like Christmas spending starts earlier. Walking through...
South Africa is battling a relentless and rapidly evolving criminal threat: scamming. Far from being a niche problem, this sophisticated crime has metastasised into an epidemic, inflicting financial devastation on citizens and businesses alike. From the classic...
A Supreme Court of Appeal (SCA) ruling in 2020 paved the way for the inclusion of living annuities in divorce settlements, but five years on, calculating fair values remains notoriously tricky. Willem Boshoff, a senior forensic actuary and member of the Actuarial...
It is a depressing reality in South Africa that most people can only afford to retire comfortably at age 80 – if at all. In our latest Money Bootcamp episode, we unpack these figures and consider whether retirement at age 65 is even possible in today’s economic...
Adriaan Pask, CIO at PSG Wealth, looks at research that investigates how optimists – those who tend to hold positive expectations about the future – make better decisions that improve their financial outcomes. An optimist is defined as someone who tends to be hopeful...
South African billionaire, and Sygnia co-founder and CEO, Magda Wierzycka, has been in the news after saying in a TV interview that she is considering moving back to SA from the UK due to changes in inheritance tax laws. Wierzycka’s comments come in light of sweeping...
In today’s financial landscape, the gap between those who build substantial wealth and those who struggle financially often comes down to one critical factor: understanding the power of compound growth and making informed investment decisions. This was the focus of...
Adriaan Pask, Chief Investment Officer at PSG Wealth, explains how investors can strategise for consistent and thoughtful investments. Twenty-four-hour trading apps, viral stock tips and a growing menu of leveraged exchange-traded products have created the most...
South Africans are learning to live and thrive in a financially uncertain world. The latest TransUnion Consumer Pulse Study (Q2 2025) shows that while 39% of households expect they may miss at least one bill or loan payment, many are actively reshaping their habits to...
In this Money Bootcamp discussion, we chat with attorney and mediator Lerato Seroke about the financial and legal implications of your marriage contract. When it comes to marriage, most couples focus on the romance, the wedding venue, and the guest list. But taking...
Dying without a will could cause delays in winding up your estate, and your assets might not be distributed according to your wishes. Get your will drafted for free during National Wills Week, from September 15-19 2025. Former One Direction star, Liam Payne, passed...