articles and guides
How to Boost Your Financial Arsenal When Going Solo
While being part of a family financial structure can provide a solid foundation, there’s no reason that you can’t control your own funds within it. Take charge of your money by putting these financial arrows in your quiver.
A roadmap to financial independence
You’ve climbed that corporate ladder, grown your family and maximised your talents – yet you’re still constrained by finances.
What does financial freedom mean to you?
Whether you’re frantic about finances or calm about creating wealth, investing wisely has a lot to do with adopting the right mindset.
The psychology behind optimal investing
Whether you’re frantic about finances or calm about creating wealth, investing wisely has a lot to do with adopting the right mindset.
A legacy worth leaving
Learn how to leave a wealth legacy with estate planning guidelines. Trusts, assets and savings are all covered in this article, as well as how to transfer your wealth knowledge to loved ones.
Get financially savvy with the 50/30/20 rule
Use the 50 30 20 rule to manage your income most effectively – helping you save for your future self while still enjoying yourself today.
Managing money matters in the early days of widowhood
Statistically most women will outlive their male counterparts by 5 to 7 years. As women will almost certainly be running the family’s finances in the future, it’s imperative they are invited to the family financial decision-making table, now.
Splitting expenses, staying together
Statistically most women will outlive their male counterparts by 5 to 7 years. As women will almost certainly be running the family’s finances in the future, it’s imperative they are invited to the family financial decision-making table, now.
Investing Offshore – Guide for South Africans
The Carrick Athena guide to Offshore Investing for South Africans provides a robust understanding of the pros and cons of offshore investment, the kinds of offshore investment you may want to consider and the process to get started.
MyLnD Programme – Estate Planning Guide
The administration of a deceased estate takes on average 6 to 13 months to finalise, before the heirs see the first cent of their inheritance. The MyLnD™ Programme (Liquidation and Distribution) is an innovative product for seamless estate planning.
Do you have a seat at the financial decision-making table?
Statistically most women will outlive their male counterparts by 5 to 7 years. As women will almost certainly be running the family’s finances in the future, it’s imperative they are invited to the family financial decision-making table, now.