How to draft a standard will (Includes Template)

Without a valid will, your assets are distributed according to the law of intestate succession, which might leave your loved ones without access to the funds for months or even years. Here’s what you need to know to draft a legal, valid will, either by yourself or with the help of an expert. Here’s how […]

Creating a Financial Plan for Yourself that actually works

Before we discuss creating your own financial plan, you’ll need to know what a financial plan is. What Is a Financial Plan? It’s the process of setting goals and thinking through the steps it will take you to reach them. Remember: Each person’s financial plan looks different, depending on their short-term and long-term financial goals. […]

How to Save Money From Your Salary: 8 Key Tips

The math behind saving money is simple (Pay off debt, save more money and build) but not always easy however that being said, it’s totally possible for you to save successfully. Budget before each paycheck As a salaried employee, you should have a more consistent stream of income therefore it’s important to have a spending […]

How long should I keep my Business Financial records?

Since most businesses deal with more than just the owner, there will be more record retention. Also, most business record retention requirements are more stringent. Some records deal with the business, some deal with the customers, some deal with the employees, and some deal with the the South African Revenue Services (SARS). Below are some […]

How Long should I keep Personal Financial Records?

Ever wondered how long to keep financial records? Or how long to keep bank statements? What records would be unnecessary clutter? Which records would become most important in the event of errors caused by others?  What should you save and what should you shred? Well here’s a guide on how long to keep your different […]

Practical Tips for Teaching Kids about Money

Given how important financial literacy skills are to navigating life, it’s surprising that our schools don’t teach children about money. As a parent, however, you can teach your child important financial lessons — and you should. Below, I’ll show you how to give your kids the head start you wish you had and set them […]

Your estate planning checklist

Estate planning is the best way to ensure that your loved ones are cared for after you pass away. By creating your estate plans early, and talking to your personal representatives about their roles, you can give yourself, and your family, the benefit of peace of mind. There is quite a lot that you need […]

Free Course – Manifesto to Organize Your Finances

A Guide to Spring Clean Your Finances You may enrol HERE In spirit of Women’s Day – I am super excited to announce the release of my first course that will be absolutely FREE to enrol in. I thought long and hard about the topic in which I wanted us to start with and I […]

What’s your Money Archetype and QUIZ to find out

Covid-19 has affected us in different ways, not just financially but emotionally/psychologically too. And we all have tried to cope in different ways; for example, when the lockdown began people stocked up on essential groceries and detergents.Hand sanitizers were completely sold out! This was an unconscious response to the Covid-19 and the lockdown. Buying was […]

COVID-19: HOME OFFICES AND TAX DEDUCTIONS

Its official: Stay out of the office until end of September and SARS will allow you to claim home office expenses! With the “new” normal quickly becoming just normal, working temporarily or permanently from home is starting to become a reality. If you have made the transition, you may be wondering if you are able […]