Jean Schmahl

Article

The worst financial advice you'll get this year

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.

Factoid

In 1980, a bag of Simba crisps cost 99c. How much do you think a 2l milk cost?

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

Article

Invest or save – what’s best?

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

Podcast

Would you trust Homer Simpson with your money?

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.

Article

Help your kids learn about credit

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

Tips

Are you sandwiched between looking after your parents and kids?

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

Article

It's good to talk to your kids about money

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

Factoid

Why money isn't as simple as it seems.

These common beliefs about money are not necessarily true!

Article

Do you have financial anxiety? Here's how to calm your money nerves.

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.

Factoid

How much would you have today if you had invested R1,000 in Apple 10 years ago?

Think you know the answer?

Tool

Save on your premiums!

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.

Video

How much you'll spend over Christmas

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

Factoid

Yes, Monopoly can help make you richer!

Learn from Monopoly to manage your money better.

Podcast

Do you feel overwhelmed thinking about money?

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.

Tips

Lose your job? Don't make rash decisions.

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

Article

Fun fact: In 1980, Pepsi cost R0.33. In 2023, it costs R9.99.

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

Factoid

Dink jy daaraan om tekkies te koop?

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.

Tool

Pretfeite oor geld vir jonger kinders

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

Factoid

Thinking of buying sneakers?

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

Form

Make the most of your Road Accident Fund payout

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

Tool

Let's talk about school fees and other monthly education costs

Use this calculator to work out your monthly school bills

Factoid

Warren Buffett's 5/25 rule

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

Factoid

Rules for good money management.

4 pointers for your 2023 financial plan.

Podcast

Making sense of annuities

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

Factoid

Every person in the world has 3 currencies...

One is money. What are the other two?

Tool

Fun facts about money for younger kids

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

Article

Do you pay towards the care of your parents as well as your children?

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.

Podcast

Do good while making returns.

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.

Form

Grow your Road Accident Fund pay-out.

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

Form

Has your financial position changed?

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

Article

5 tips for building your emergency savings fund

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.

Article

Life insurance is very different to an investment - here’s why.

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

Guides

Financial to-do list if you're planning to have a baby

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.

Video

Welcome to your fun fund!

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

Guides

80% of New Year's resolutions fail!

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

Article

South Africans are investing internationally - from their armchairs

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

Video

Premium lamb chops for R6.60

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

Article

Help jou kinders om meer oor krediet te leer

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

Form

Are you making these common money mistakes?

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.

Article

Do you earn more than your partner? Let’s talk about it.

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.