Savings & Investment

A financial adviser’s job is to change their client’s “attitudes” and provide key “problem solving” techniques to improve their client’s financial health.

Having a well-structured budget is not just a financial safety net but a roadmap to achieving financial stability and long-term goals

Material gifts are appreciated, but their time in the limelight quickly fades. Experiences, however, make memories that can last forever!

Leaving a ‘legacy’ is not only about dollars and cents; it’s about the positive values we have instilled in our family

If you found yourself gasping last time you fueled up your car, read our tips on what you can do to economise!

Throughout our lives, our journey is marked by many significant milestones. When it comes to money and managing your finances, each stage brings new knowledge and experience, as well as challenges.

According to the latest research, 74% of Gen Zers and 61% of millennials haven’t calculated how much they need in retirement.

The retirement journey encompasses four distinct financial phases. These stages serve as a structured framework, enabling individuals to gain a comprehensive understanding and plan for this significant life transition.

For many people, finding ways to tighten the household budgets is a challenge. Get tips on balancing your budget between essential costs, and the "fun stuff".

While we're proud of our natural wonders and rugby prowess, there's another unsung hero – the Financial Adviser. Uncover why having one in your corner is not just smart, but downright essential