ISAAC JACQUES MARLOW

Here is a checklist for what NOT to do. If you follow these 10 tips, watch out - you’re at risk of making bad financial decisions.

5 key financial lessons you should be teaching your children

When you invest, you must beat inflation. This is why South Africans can't afford to put their money under the mattress.

Here’s your ultimate adulting money survival guide.

Let’s make sure medical claims don’t spoil your sunsets.

Even if you’re not the president, it doesn’t make sense to keep your money in the couch!

In this episode Niel Joubert (Communications Manager) talks to Paul Nixon (Head of Behavioural Finance) about the human brain, behavioural finance, and why we make the choices we do.

Here are some positive steps you can make today.

A short lesson about what credit is - for kids aged 8 to 12

If you’re part of the sandwich generation, you’ll know how stressful this can get. Here are some tips on how to cope.

Small money choices can make a big impact on your holiday dreams. Look at this example.

Families can use everyday 'teachable moments' to set their children up for financial success

These common beliefs about money are not necessarily true!

Do you procrastinate when it comes to opening the bills every month? Or stay awake at night worrying about money? Find out what financial anxiety is and how to manage it.

Think you know the answer?

Check if you have made a similar mistake in the past or take note to avoid making these mistakes in the future.

Every little bit helps. Please speak to us to make sure you’re not paying too much for your insurance, medical aid, life insurance, or other money products.

Find out what the average South African spends during Christmas and how to plan for the festive season.

Congratulations! But make sure you make the right decision when it comes to your retirement savings.

Do you have some money saved up, but you don’t know what to do with it? Here are a couple options.

Learn from Monopoly to manage your money better.

Thinking of spending it on a night out? Shopping spree? New shoes? Read this first.

In this podcast Levashni Naicker (Communications Specialist) talks to Paul Nixon (Head of behavioural finance) about investor behavior, investment noise and what happens when we are faced with too many choices.

Thinking of spending your payout? Paying off debt? Opening a business? Read this before you make any decisions.

Watch this short video to find out.

When you invest, you must beat inflation. This is why South Africans can’t afford to put their money under the mattress.

Here are small steps you can take to save and give you peace of mind.

In plaas daarvan om in 2016 nuwe tekkies te gekoop het, kon jy in Nike-aandele belê het en jou geld ses keer vermenigvuldig het.

Doen hierdie vasvra met jou jonger kinders om hulle belangstelling in geld aan te wakker.

Instead of buying new sneakers in 2016, you could have bought Nike shares and made your money grow 6-times over.

Find out how to invest and earn an income using your payout.

Use this calculator to work out your monthly school bills

What one of the world's richest men says about prioritising.

4 pointers for your 2023 financial plan.

In this podcast Niel Joubert (Communications Manager) talks to Elri Pienaar (Manager: Income and Structured Solutions) about annuities.

One is money. What are the other two?

Do this quiz with your younger kids to start getting them interested in money.

The ‘sandwich generation’ is shorthand for those who financially look after parents as well as children. Are you part of the sandwich generation? If so, you need to consider your parents’ needs in your financial plan.

In this episode Levashni Naicker (Communications Specialist) talks to Kudzayi Ziso (Corporate Portfolio Solutions Portfolio Manager) about the topical subject of responsible investing and why it should appeal to investors.

Fill in your details and make the most of your pay-out.

Use this checklist to find out if you have all your financial bases covered.

It’s more important than ever to build up emergency savings that you can fall back on when the world gives you a financial knock.

Most people need both insurance and investments in their financial plans. Before you make any decisions, make sure you understand what insurance is.

Life often hands us surprises, and we can’t plan for every situation - but if you follow this financial to-do list, you’ll be better prepared for your life as a parent.

We have all heard of an emergency and rainy-day fund, but what about a fund for the good times?

A short lesson about managing money, for teens aged 13-18 (and their parents).

Make a plan instead – here’s a 5-step guide.

Here’s how to save +- R90,000 for your child’s education.

There has never been a better time to set up your international investment.

Sounds dodgy, right? See how inflation can leave a bad taste in your mouth.

'n Kort beskrywing van wat krediet is vir kinders van 8 tot 12 jaar oud

Your long-term wealth depends on the choices you make with each challenge you encounter as you move through life. Check how you are doing with this quiz.

Find out how unit trusts help you grow your money without putting all your eggs in one basket.

When one partner earns more than another, there’s bound to be complications. It’s time to talk about how to manage your finances, especially if you’re in the tricky position of earning more than your partner.

You have probably thought about baby clothes and nappies, but have you got your finances in check? Do this quiz and find out.

So you’ve tied the knot and want to have a great life. But do you and your partner think about money the same way?

If you are married with kids, life is all about competing priorities. Between your demanding job, chauffeuring the kids and having a social life, there is not a lot of space to plan your financial present - never mind your future.

At this stage of life, you might feel pressure to not only provide financially for your children and your parents, but also to look towards your own future retirement and the financial legacy you’re likely to leave behind. It’s a lot to think about. It’s time to take stock and make sure that your money is working for you.

The joy of raising children comes with a large responsibility, especially when it comes to finances. Being a single parent means carefully balancing everyday needs with future goals – easier said than done in today’s economy!

When two people get married, finances are often the last thing on their minds. It’s often all a blur: the wedding, the house purchase, kids… but these are all life events that will make a profound impact on your finances – not only now, but in the many years you’ll share together.

Financial planning doesn’t end when you retire. It’s more important than ever to stay in control of your finances. Your retirement years are an opportunity to put your years of experience to good use and make the most of your accomplishments.

I’m passionate about small businesses – and truly believe that entrepreneurs and family businesses can change the face of our economy. Many of my clients are small business – and some started small but are now industry leaders.

It's hard to know where to start. There are so many choices from investments to insurances … not to mention crypto and forex trading. On top of it is all the information (and disinformation) on social media. It's no wonder that many young professionals haven't yet planned for their financial future.